Re: monthly budget with year summary using tables

[Stelian Iancu <lists@siancu.net>]

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This is fascinating, thanks for explaining this. One question though is
about the templates. I wasn't aware you can have such things in org-mode.
Can you elaborate a bit on those?

Thanks!

S.


On Thu, Jan 3, 2013 at 3:57 PM, Darlan Cavalcante Moreira <darcamo@gmail.com
> wrote:

>
> A have a setup similar to the one you ask, using tables, but I don't need
> babel for that.
>
> Basically, I have a "Finances" headline in my main org file, whose children
> are "years" headlines. In the beginning of each month I create a new
> headline for that month in the current year using a template so that I have
> something similar to
>
> * Finances
>   ...
>   * 2013
>     * January
>       * Food
>       * Bills
>       * Entertainment
>       * Car and transportation
>       * Misc
>       * Total
>
> Each of the category has a table where I put the expenses for that category
> and each table computes its total value. For instance, the table in the
> "Food" category is something like
>
> #+TBLNAME: FoodJanuary2013
> |   | *Place*    | *Date*           | *Debit (R$)* | *Card (R$)* |
> |---+------------+------------------+--------------+-------------|
> |   | Some place | [2013-01-03 Qui] |        10.00 |        0.00 |
> |---+------------+------------------+--------------+-------------|
> | # |            | *Total*          |        10.00 |        0.00 |
> #+TBLFM: @3$4=vsum(@2..@-1);%.2f::@3$5=vsum(@2..@-1);%.2f
>
> where I add the expense either to the Debit column (when I pay with cash or
> my debit card) or to the Card column (when I pay with the credit card).
>
> Notice that the table has a unique name with the category, month and year
> (all of this is created automatically with a template). In the "Total"
> category I have a table that uses remote references to get the total value
> of each category. This table gives me a glimpse of my expenses so far (I
> can even plot it to see how much I spent in each category, for instance,
> this is a good use of babel). This table is similar to
>
> #+TBLNAME: ExpensesJanuary2013
> |   | *Category*             | *Debit (R$)*  | *Card (R$)*   |
> |---+------------------------+---------------+---------------|
> | # | Entertainment          |               |               |
> | # | Bills                  |               |               |
> | # | Food                   |               |               |
> | # | Car and transportation |               |               |
> | # | Misc                   |               |               |
> |---+------------------------+---------------+---------------|
> | # | *Total*                |               |               |
> | # | Total + Credit         |               |               |
> #+TBLFM: @2$3=remote(EntertainimentJaneiro2013,$LR4);%.2f::@2
> $4=remote(EntertainimentJaneiro2013,$LR5);%.2f::@3
> $3=remote(BillsJaneiro2013,$LR4);%.2f::@3
> $4=remote(BillsJaneiro2013,$LR5);%.2f::@4
> $3=remote(FoodJaneiro2013,$LR4);%.2f::@4
> $4=remote(FoodJaneiro2013,$LR5);%.2f::@5
> $3=remote(CarJaneiro2013,$LR4);%.2f::@5
> $4=remote(CarJaneiro2013,$LR5);%.2f::@6
> $3=remote(MiscJaneiro2013,$LR4);%.2f::@6
> $4=remote(MiscJaneiro2013,$LR5);%.2f::@7$3=vsum(@2..@-1);%.2f::@7
> $4=vsum(@2..@-1);%.2f::@8$3=@-1$3+@-1$4;%.2f
>
> In the end, org can do what you want the way you want.
>
> --
> Darlan
>
>
> At Wed, 2 Jan 2013 14:21:12 -0500,
> Carl Bolduc wrote:
> >
> > I would like to move my budget from MS Excel to Org-Mode. I currently
> have
> > one Excel sheet per month with all the transactions as well as a summary
> > sheet that uses sumif functions.
> >
> > Assuming the following format for the monthly table:
> >
> > #+tblname: january
> > | date | transaction | amount | category  |
> > |------+-------------+--------+-----------|
> > |   01 | iga         |     50 | groceries |
> > |   01 | echo        |     30 | car       |
> > |   02 | iga         |     47 | groceries |
> >
> > How can I get the following summary table?
> >
> > | category  | january | february |
> > |-----------+---------+----------|
> > | groceries |      97 |          |
> > | car       |      30 |          |
> >
> > I found this post on the mailing list that suggest to use babel:
> > http://www.mail-archive.com/emacs-orgmode@gnu.org/msg22736.html
> >
> > However, I need help to understand how I can put the resulting sums
> inside
> > the summary table.
> >
> > Thanks,
> > Carl
>
>

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