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 <sba...@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 > >
