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 <darc...@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 > >
