simple expense tracking with org

simple expense tracking with org

[Eike]

Hello there,

I thought to share a little elisp thingy that I wrote to track my
expenses with org. I use the org's capture mechanism to add expense
items to some files and the following code only searches through all
these files and creates summaries of all found expenses. It is possible
to search by date, tags etc.

You can have a look here: https://github.com/eikek/org-expenses


Regards,
Eike

--
gpg: AD7AC35E
finger print: 137F BB0B 1639 D25F DC5D  E59C B412 C5F5 AD7A C35E

Re: simple expense tracking with org

[Tory S. Anderson]

Could you give a few snippets of examples -- what the org files with tags look like, what the result looks like? I'm interested because I also use Org to do my budgeting and finances. 

Eike <eike@eknet.org> writes:

> Hello there,
>
> I thought to share a little elisp thingy that I wrote to track my
> expenses with org. I use the org's capture mechanism to add expense
> items to some files and the following code only searches through all
> these files and creates summaries of all found expenses. It is possible
> to search by date, tags etc.
>
> You can have a look here: https://github.com/eikek/org-expenses
>
>
> Regards,
> Eike
>
> --
> gpg: AD7AC35E
> finger print: 137F BB0B 1639 D25F DC5D  E59C B412 C5F5 AD7A C35E

Re: simple expense tracking with org

[Eike]

Sure. An "expense item" is a headline with a property drawer that has a
property where the key is some currency code (other headlines are
ignored). Then tags can be applied to this headline. A category is
either specified via CATEGORY property or the parent headline is used
(if present).

The org files may look like this

* some headline that is a category by default
** expense item 1                 :atag:
   :PROPERTIES:
   :CHF: 25.00
   :date: [2014-09-20]
   :END:
** expense item 2                 :anothertag:
   :PROPERTIES:
   :CHF: 21.00
   :date: [2014-09-20]
   :CATEGORY:
   :END:

The "expense view" gives a summary of these items and the items itself
as a org table (there also is a screenshot
https://github.com/eikek/org-expenses/blob/master/screenshot.png):

#+TITLE: Expenses [2014-08-01 Fr] - [2014-08-31 So]
#+STARTUP: showeverything

Search: ~(:date "2014-08")~
Showing *7* items

* Overview
** Summary
| Curr. |    sum |    max |   min | count |   avg |
|-------+--------+--------+-------+-------+-------|
| CHF   | 532.98 | 349.99 | 10.00 |     6 | 88.83 |
| EUR   |  15.99 |  15.99 | 15.99 |     1 | 15.99 |


** Categories
|               |    sum |    max |   min | count |    avg |
|---------------+--------+--------+-------+-------+--------|
| Bücher CHF    |  49.99 |  39.99 | 10.00 |     2 |  25.00 |
| Bücher EUR    |  15.99 |  15.99 | 15.99 |     1 |  15.99 |
| Sonstiges CHF | 426.49 | 349.99 | 20.00 |     3 | 142.16 |
| Work CHF      |  56.50 |  56.50 | 56.50 |     1 |  56.50 |


** Monthly
|             |    sum |    max |   min | count |   avg |
|-------------+--------+--------+-------+-------+-------|
| 2014/08 CHF | 532.98 | 349.99 | 10.00 |     6 | 88.83 |
| 2014/08 EUR |  15.99 |  15.99 | 15.99 |     1 | 15.99 |


* Items
| :item     | :category | :date           |   :CHF |  :EUR |
|-----------+-----------+-----------------+--------+-------|
| Buch1     | Bücher    | [2014-08-31 So] |        | 15.99 |
| Cellphone | Sonstiges | [2014-08-30 Sa] | 349.99 |       |
| Pizza     | Sonstiges | [2014-08-29 Fr] |  20.00 |       |
| Buch2     | Bücher    | [2014-08-26 Di] |  10.00 |       |
| Cablecom  | Sonstiges | [2014-08-25 Mo] |  56.50 |       |
| Cablecom  | Work      | [2014-08-25 Mo] |  56.50 |       |
| Buch2     | Bücher    | [2014-08-01 Fr] |  39.99 |       |


It's just counting and summing the items, nothing more. It's not doing
accounting or anythingmore complicated, if you had this in mind.

Regard,
Eike


Tory S. Anderson writes:

> Could you give a few snippets of examples -- what the org files with tags look like, what the result looks like? I'm interested because I also use Org to do my budgeting and finances.
>
> Eike <eike@eknet.org> writes:
>
>> Hello there,
>>
>> I thought to share a little elisp thingy that I wrote to track my
>> expenses with org. I use the org's capture mechanism to add expense
>> items to some files and the following code only searches through all
>> these files and creates summaries of all found expenses. It is possible
>> to search by date, tags etc.
>>
>> You can have a look here: https://github.com/eikek/org-expenses
>>
>>
>> Regards,
>> Eike
>>
>> --
>> gpg: AD7AC35E
>> finger print: 137F BB0B 1639 D25F DC5D  E59C B412 C5F5 AD7A C35E

--
gpg: AD7AC35E
finger print: 137F BB0B 1639 D25F DC5D  E59C B412 C5F5 AD7A C35E

Re: simple expense tracking with org

[Thorsten Jolitz]

torys.anderson@gmail.com (Tory S. Anderson) writes:

> Could you give a few snippets of examples -- what the org files with
> tags look like, what the result looks like? I'm interested because I
> also use Org to do my budgeting and finances.

You two know about ledger-cli, emacs ledger-mode, and ob-ledger.el,
don't you? 

> Eike <eike@eknet.org> writes:
>
>> Hello there,
>>
>> I thought to share a little elisp thingy that I wrote to track my
>> expenses with org. I use the org's capture mechanism to add expense
>> items to some files and the following code only searches through all
>> these files and creates summaries of all found expenses. It is possible
>> to search by date, tags etc.
>>
>> You can have a look here: https://github.com/eikek/org-expenses
>>
>>
>> Regards,
>> Eike
>>
>> --
>> gpg: AD7AC35E
>> finger print: 137F BB0B 1639 D25F DC5D  E59C B412 C5F5 AD7A C35E
>
>

-- 
cheers,
Thorsten

Re: simple expense tracking with org

[Charles Millar]

Thorsten Jolitz wrote:
> torys.anderson@gmail.com (Tory S. Anderson) writes:
>
>> Could you give a few snippets of examples -- what the org files with
>> tags look like, what the result looks like? I'm interested because I
>> also use Org to do my budgeting and finances.
> You two know about ledger-cli, emacs ledger-mode, and ob-ledger.el,
> don't you?
>
>> Eike <eike@eknet.org> writes:
>>
>>> Hello there,
>>>
>>> I thought to share a little elisp thingy that I wrote to track my
>>> expenses with org. I use the org's capture mechanism to add expense
>>> items to some files and the following code only searches through all
>>> these files and creates summaries of all found expenses. It is possible
>>> to search by date, tags etc.
>>>
>>> You can have a look here: https://github.com/eikek/org-expenses
>>>
>>>
>>> Regards,
>>> Eike
>>>
>>> --
>>> gpg: AD7AC35E
>>> finger print: 137F BB0B 1639 D25F DC5D  E59C B412 C5F5 AD7A C35E
>>
I have found that ledger and Sacha Chua's org-capture-template, modified 
to my needs, does a great job keeping trackn of my day of day to 
expenses, amongst other things,

Emacs: Recording ledger entries with org-capture-templates

Charlie Millar

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