From: Ken Mankoff <mankoff@gmail.com>
To: Samuel Banya <sbanya@fastmail.com>
Cc: Charles Berry <emacs-orgmode@gnu.org>
Subject: Re: Question Regarding Creating Workflow For Automatic Formulas For Finance Based Org Spreadsheet
Date: Sun, 9 Jan 2022 11:05:33 -0800 [thread overview]
Message-ID: <CAFdBzErkK-JTLe+kBw_P8_UQ-SDKwW14z74S3u6iCs=y=L0knw@mail.gmail.com> (raw)
In-Reply-To: <137562d1-e6fe-4a68-b18b-abedef513fbd@www.fastmail.com>
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Hi Sam,
Have you looked into Org Ledger?
-k.
Please excuse brevity. Sent from tiny pocket computer with non-haptic
feedback keyboard.
On Sun, Jan 9, 2022, 09:18 Samuel Banya <sbanya@fastmail.com> wrote:
> Hey there,
>
> So I've been managing my finances via an org doc that basically has tables
> that list all the expenses from my bank account, which has been awesome on
> some respects.
>
> The only annoying thing I want to somehow figure out this year is how to
> make the process of updating the formula for a given month less tedious, so
> I am wondering if anyone could help me figure out a better workflow for
> doing this.
>
> *Here's My Current Workflow*
>
> - Download .csv from banking website
> - Convert .csv to .org file via file manager (with 'ranger' in 'vterm')
> - Change over to Dired Mode in the same directory and view the same
> .org file, and convert the data into an org table by using 'C-x h' to
> highlight everything, and use 'C-c |' to convert the range into an org table
> - Open up the existing running total org mode spreadsheet in a
> separate buffer
> - Copy over the converted org mode table data from the new .csv buffer
> and paste it into the running org mode spreadsheet
> - Use 'C-c }' to show all formulas row and column values in the
> spreadsheet
> - Find the existing formula row line for the given month's totals at
> the bottom of the spreadsheet, and manually delete the values for the 3rd
> and 4th row respectively
> - Re-enter the formula manually for each cell and hit tab
> - Enter the same formulas on the next line to double check my work to
> make sure I entered them in correctly.
>
>
> *After Reading The Online Manual, I Figured This Out:*
>
> - I tried using the 'org-table-edit-formulas' function via the "C-c '
> (single quote)" (Obtained this formula via the docs, '
> https://www.gnu.org/software/emacs/manual/html_mono/org.html#Formula-syntax-for-Lisp
> ')
> - I then accepted the mini buffer's changes with 'C-c C-c' which goes
> back to the spreadsheet.
> - I then hit 'C-c *' to update the tables present.
> - The problem with this is that when I attempt to do this function for
> each separate calculation row, both of the bottom calculation rows now only
> refer to a single formula for some reason.
>
>
> *For Reference, Here's A Modified Version Of My Running Finance
> Spreadsheet (Modified Without Actual Values Or Records For Personal
> Reasons) (NOTE: Sorry that the paste is terribly aligned --> I blame email
> formatting for this, also, note that I also put a note for myself as to
> what the formulas involved are for a given month since I can never remember
> the syntax personally since its flipped from typical Excel syntax of using
> row and column --> it uses column then row like an older calculator)*
>
>
> |------------+------------------------------------------------------+---+----------|
> | 01/03/2022 | Example Rent Expense | |
> -1061.67 |
> | 01/04/2022 | Example Food Expense | |
> -1061.67 |
> | 02/05/2022 | Example Utility Expense | |
> -2061.67 |
> | 02/06/2022 | Example Random Expense | |
> -2061.67 |
>
> |------------+------------------------------------------------------+---+----------|
> | | EXPENSES JAN 2022 vsum(@1$3..@2$3) vsum(@1$4..@2$4) | 0 |
> -2123.34 |
> | | EXPENSES Feb 2022 vsum(@3$3..@4$3) vsum(@3$4..@4$4) | 0 |
> -4123.34 |
>
> |------------+------------------------------------------------------+---+----------|
>
> *Formulas Presented In the 3rd and 4th columns for Row 5:*
> # Column Formulas
> $3 = vsum(@1$3..@2$3)
> $4 = vsum(@1$4..@2$4)
>
> *Formulas Presented In The 3rd And 4th Columns For Row 6 (**NOTE**:
> Notice how I can't make them unique for each row for some reason):*
> # Column Formulas
> $3 = vsum(@1$3..@2$3)
> $4 = vsum(@1$4..@2$4)
>
> *Main Questions Regarding Formula Issues:*
>
> - Why can't I use individual row formulas in this scenario?
> - Why is it that when I use "C-c ' (single quote)" the row formulas
> are the same for completely separate rows
>
>
> *My Main Workflow Questions Include The Following:*
>
> - Is there a way I can maybe automate the initial steps of converting
> that .csv into an .org mode doc, and to paste them into the existing org
> spreadsheet?
> - Is there a way I can also update the existing formula for the given
> month if Emacs would somehow know the current date time stamp and figure
> out the month's row at the bottom of the spreadsheet accordingly to update
> the correct row?
>
>
> Anyway, I know my question might be a bit ambiguous and most likely will
> involve using 'F3' to record macros, but I figured i would ask to maybe
> make it easier since one of my goals for the new year is to make recording
> finances an easier process.
>
> I felt like I've been over complicating this, and figured someone probably
> is doing org finance spreadsheets better than me to figure this out.
>
> Sincerely,
>
> Sam
>
>
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next prev parent reply other threads:[~2022-01-09 19:07 UTC|newest]
Thread overview: 25+ messages / expand[flat|nested] mbox.gz Atom feed top
2022-01-09 16:56 Question Regarding Creating Workflow For Automatic Formulas For Finance Based Org Spreadsheet Samuel Banya
2022-01-09 19:05 ` Ken Mankoff [this message]
2022-01-09 19:48 ` John Hendy
2022-01-09 22:37 ` Neil Jerram
2022-01-10 3:42 ` Samuel Banya
2022-01-10 7:04 ` Marcin Borkowski
2022-01-10 7:17 ` Detlef Steuer
2022-01-10 15:31 ` Greg Minshall
2022-01-10 17:01 ` Samuel Banya
2022-01-10 17:23 ` John Hendy
2022-01-10 19:04 ` Marcin Borkowski
2022-01-10 22:44 ` Samuel Wales
2022-01-11 0:30 ` Samuel Banya
2022-01-11 0:41 ` John Hendy
2022-01-11 0:43 ` Samuel Banya
2022-01-10 10:31 ` Neil Jerram
2022-01-19 15:01 ` Neil Jerram
2022-01-14 19:54 ` Quiliro Ordóñez
2022-01-16 15:15 ` Samuel Banya
2022-01-16 15:19 ` Samuel Banya
2022-01-16 15:35 ` Samuel Banya
2022-01-16 18:10 ` Eric S Fraga
2022-01-17 0:41 ` John Hendy
2022-01-10 13:35 ` Eric S Fraga
2022-01-10 17:09 ` Bob Newell
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