Re: [O] monthly budget with year summary using tables

[Stelian Iancu]

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 <address@hidden> 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(@address@hidden);%.2f::@3$5=vsum(@address@hidden);%.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(@address@hidden);%.2f::@7$4=vsum(@address@hidden);%.2f::@address@hidden@-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/address@hidden/msg22736.html
>
> However, I need help to understand how I can put the resulting sums inside
> the summary table.
>
> Thanks,
> Carl