netspend table

netspend table

[Jude DaShiell]

May I have some help with  this table?
I don't have times for the dates which is why I left the times and week
days out of the dates.
This is a running balance table and I don't know what kind of a #TBLFMT
line would be useful for that either.
I think if I ever get good with #TBLFMT lines I'd like to write up tables
that cover many more useful and simpler calculation tables now missing
from documented orgmode.
Suggestions for any other improvements I could make on this table will be
appreciated and implemented if possible.

| date         | transaction      | amount |   fee | balance |
|--------------+------------------+--------+-------+---------|
| [2023-01-11] | original balance |  +0.00 | +0.00 | +423.17 |
| [2023-01-12] | dunkin           | -18.68 | -1.00 |  403.49 |
| [2023-01-13] | WalMart          | -28.68 | -1.00 |  384.88 |
| [2023-01-16] | Deposit          |      + |       |  634.88 |
| [2023-01-17] | Capris           |      - |     - |  615.34 |
| [2023-01-17] | Mcdonalds        |  -4.74 | -1.00 |  609.60 |
| [2023-01-18] | verizon          |      - |     - |  543.35 |
| [2023-01-26] | dunkin           |      - |     - |  542.37 |
| [2023-02-01] | damgoodcafe      | -13.28 | -1.00 |  528.09 |
|              |                  |        |       |         |


Jude <jdashiel at panix dot com>
"There are four boxes to be used in defense of liberty:
 soap, ballot, jury, and ammo. Please use in that order."
-Ed Howdershelt (Author, 1940)

.

Re: netspend table

[Dr. Arne Babenhauserheide]

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Jude DaShiell <jdashiel@panix.com> writes:

> This is a running balance table and I don't know what kind of a #TBLFMT
> line would be useful for that either.
>
> | date         | transaction      | amount |   fee | balance |
> |--------------+------------------+--------+-------+---------|
> | [2023-01-11] | original balance |  +0.00 | +0.00 | +423.17 |
> | [2023-01-12] | dunkin           | -18.68 | -1.00 |  403.49 |
> | [2023-01-13] | WalMart          | -28.68 | -1.00 |  384.88 |
> | [2023-01-16] | Deposit          |      + |       |  634.88 |
> | [2023-01-17] | Capris           |      - |     - |  615.34 |
> | [2023-01-17] | Mcdonalds        |  -4.74 | -1.00 |  609.60 |
> | [2023-01-18] | verizon          |      - |     - |  543.35 |
> | [2023-01-26] | dunkin           |      - |     - |  542.37 |
> | [2023-02-01] | damgoodcafe      | -13.28 | -1.00 |  528.09 |
> |              |                  |        |       |         |

One thing I could see as useful is a check column to enusre that

balance - amount - fee actually gives the previous balance:

| date         | transaction      | amount |   fee | balance |  check |
|--------------+------------------+--------+-------+---------+--------|
| [2023-01-11] | original balance |  +0.00 | +0.00 | +423.17 | 423.17 |
| [2023-01-12] | dunkin           | -18.68 | -1.00 |  403.49 | 423.17 |
| [2023-01-13] | WalMart          | -28.68 | -1.00 |  384.88 | 414.56 |
| [2023-01-16] | Deposit          |      + |       |  634.88 | 634.88 |
| [2023-01-17] | Capris           |      - |     - |  615.34 | 615.34 |
| [2023-01-17] | Mcdonalds        |  -4.74 | -1.00 |  609.60 | 615.34 |
| [2023-01-18] | verizon          |      - |     - |  543.35 | 543.35 |
| [2023-01-26] | dunkin           |      - |     - |  542.37 | 542.37 |
| [2023-02-01] | damgoodcafe      | -13.28 | -1.00 |  528.09 | 542.37 |
|              |                  |        |       |         |      0 |
#+TBLFM: $6='(- $5 $4 $3);N

As you can see, The balance after WalMart does not add up, so I think
this could be a good check to have.

> Suggestions for any other improvements I could make on this table will be
> appreciated and implemented if possible.

I use ledger-cli for such tables which can generate suitable output.

https://orgmode.org/worg/org-contrib/babel/languages/ob-doc-ledger.html
https://www.ledger-cli.org/3.0/doc/ledger3.html#Org-mode-with-Babel

You could do some clever stuff like

#+name: ledger-to-table
#+begin_src elisp :var data=""
(concat "#+name: ledger-results\n"
          data
          "#+tblfm: \n"))
#+end_src

#+begin_src ledger :results raw :post ledger-to-table(*this*) :cmdline --register-format "| %(format_date(date)) | %(payee) | %(display_account) | %(display_amount) | %(display_total) | \n" reg -M --wide --date-format %y-%m-%d
2022-06-15 * py2guile
    ArneBab:Assets:Autorenhonorar:epubli             3.13€
    ArneBab:Income:sale:nonrpg:epubli
#+end_src



#+begin_src elisp :exports results
(org-babel-do-load-languages
 'org-babel-load-languages
 '((ledger . t)         ;this is the important one for this tutorial
  ))
nil
#+end_src

#+RESULTS:

If you use ledger-cli for accounting, you can do pretty clever
post-processing inside org-mode. Here’s an example that uses
[[https://www.ledger-cli.org/3.0/doc/ledger3.html#Output-customization][--register-format]] to provide the register results directly as an
org-mode table:

#+begin_src org
,#+name: ledger-to-table
,#+begin_src elisp :var data=""
(concat "#+name: ledger-results\n"
          data
          "#+tblfm: \n"))
,#+end_src

,#+begin_src ledger :results raw :post ledger-to-table(*this*) :cmdline --register-format "| %(format_date(date)) | %(payee) | %(display_account) | %(display_amount) | %(display_total) | \n" reg -D --wide --date-format %Y-%m-%d
2022-06-15 * py2guile
    ArneBab:Assets:Autorenhonorar:epubli             3.13€
    ArneBab:Income:sale:nonrpg:epubli
,#+end_src

#+end_src

This results in output like this (evaluated live on every export of this website):

#+name: ledger-to-table
#+begin_src elisp :var data=""
(concat "#+name: ledger-results\n"
          data
          "#+tblfm: \n"))
#+end_src

#+begin_src ledger :results raw :post ledger-to-table(*this*) :cmdline --register-format "| %(format_date(date)) | %(payee) | %(display_account) | %(display_amount) | %(display_total) | \n" reg -D --wide --date-format %Y-%m-%d
2022-06-15 * py2guile
    ArneBab:Assets:Autorenhonorar:epubli             3.13€
    ArneBab:Income:sale:nonrpg:epubli
#+end_src

#+RESULTS:
#+name: ledger-results
| 2022-06-15 | - 2022-06-15 | ArneBab:Assets:Autorenhonorar:epubli | 3.13€ | 3.13€ | 
| 2022-06-15 | - 2022-06-15 | ArneBab:Income:sale:nonrpg:epubli | -3.13€ | 0.00€ | 
#+tblfm: 


Also see 

- https://orgmode.org/worg/org-contrib/babel/languages/ob-doc-ledger.html
- https://www.ledger-cli.org/3.0/doc/ledger3.html#Org-mode-with-Babel




Best wishes,
Arne
-- 
Unpolitisch sein
heißt politisch sein,
ohne es zu merken.
draketo.de

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Re: netspend table

[Jude DaShiell]

Thanks much for your help on this problem.  I've never done anything with
ledger-cli yet and wasn't aware such a package existed.



Jude <jdashiel at panix dot com>
"There are four boxes to be used in defense of liberty:
 soap, ballot, jury, and ammo. Please use in that order."
-Ed Howdershelt (Author, 1940)

.

On Sun, 5 Feb 2023, Dr. Arne Babenhauserheide wrote:

>
> Jude DaShiell <jdashiel@panix.com> writes:
>
> > This is a running balance table and I don't know what kind of a #TBLFMT
> > line would be useful for that either.
> >
> > | date         | transaction      | amount |   fee | balance |
> > |--------------+------------------+--------+-------+---------|
> > | [2023-01-11] | original balance |  +0.00 | +0.00 | +423.17 |
> > | [2023-01-12] | dunkin           | -18.68 | -1.00 |  403.49 |
> > | [2023-01-13] | WalMart          | -28.68 | -1.00 |  384.88 |
> > | [2023-01-16] | Deposit          |      + |       |  634.88 |
> > | [2023-01-17] | Capris           |      - |     - |  615.34 |
> > | [2023-01-17] | Mcdonalds        |  -4.74 | -1.00 |  609.60 |
> > | [2023-01-18] | verizon          |      - |     - |  543.35 |
> > | [2023-01-26] | dunkin           |      - |     - |  542.37 |
> > | [2023-02-01] | damgoodcafe      | -13.28 | -1.00 |  528.09 |
> > |              |                  |        |       |         |
>
> One thing I could see as useful is a check column to enusre that
>
> balance - amount - fee actually gives the previous balance:
>
> | date         | transaction      | amount |   fee | balance |  check |
> |--------------+------------------+--------+-------+---------+--------|
> | [2023-01-11] | original balance |  +0.00 | +0.00 | +423.17 | 423.17 |
> | [2023-01-12] | dunkin           | -18.68 | -1.00 |  403.49 | 423.17 |
> | [2023-01-13] | WalMart          | -28.68 | -1.00 |  384.88 | 414.56 |
> | [2023-01-16] | Deposit          |      + |       |  634.88 | 634.88 |
> | [2023-01-17] | Capris           |      - |     - |  615.34 | 615.34 |
> | [2023-01-17] | Mcdonalds        |  -4.74 | -1.00 |  609.60 | 615.34 |
> | [2023-01-18] | verizon          |      - |     - |  543.35 | 543.35 |
> | [2023-01-26] | dunkin           |      - |     - |  542.37 | 542.37 |
> | [2023-02-01] | damgoodcafe      | -13.28 | -1.00 |  528.09 | 542.37 |
> |              |                  |        |       |         |      0 |
> #+TBLFM: $6='(- $5 $4 $3);N
>
> As you can see, The balance after WalMart does not add up, so I think
> this could be a good check to have.
>
> > Suggestions for any other improvements I could make on this table will be
> > appreciated and implemented if possible.
>
> I use ledger-cli for such tables which can generate suitable output.
>
> https://orgmode.org/worg/org-contrib/babel/languages/ob-doc-ledger.html
> https://www.ledger-cli.org/3.0/doc/ledger3.html#Org-mode-with-Babel
>
> You could do some clever stuff like
>
> #+name: ledger-to-table
> #+begin_src elisp :var data=""
> (concat "#+name: ledger-results\n"
>           data
>           "#+tblfm: \n"))
> #+end_src
>
> #+begin_src ledger :results raw :post ledger-to-table(*this*) :cmdline --register-format "| %(format_date(date)) | %(payee) | %(display_account) | %(display_amount) | %(display_total) | \n" reg -M --wide --date-format %y-%m-%d
> 2022-06-15 * py2guile
>     ArneBab:Assets:Autorenhonorar:epubli             3.13?
>     ArneBab:Income:sale:nonrpg:epubli
> #+end_src
>
>
>
> #+begin_src elisp :exports results
> (org-babel-do-load-languages
>  'org-babel-load-languages
>  '((ledger . t)         ;this is the important one for this tutorial
>   ))
> nil
> #+end_src
>
> #+RESULTS:
>
> If you use ledger-cli for accounting, you can do pretty clever
> post-processing inside org-mode. Here?s an example that uses
> [[https://www.ledger-cli.org/3.0/doc/ledger3.html#Output-customization][--register-format]] to provide the register results directly as an
> org-mode table:
>
> #+begin_src org
> ,#+name: ledger-to-table
> ,#+begin_src elisp :var data=""
> (concat "#+name: ledger-results\n"
>           data
>           "#+tblfm: \n"))
> ,#+end_src
>
> ,#+begin_src ledger :results raw :post ledger-to-table(*this*) :cmdline --register-format "| %(format_date(date)) | %(payee) | %(display_account) | %(display_amount) | %(display_total) | \n" reg -D --wide --date-format %Y-%m-%d
> 2022-06-15 * py2guile
>     ArneBab:Assets:Autorenhonorar:epubli             3.13?
>     ArneBab:Income:sale:nonrpg:epubli
> ,#+end_src
>
> #+end_src
>
> This results in output like this (evaluated live on every export of this website):
>
> #+name: ledger-to-table
> #+begin_src elisp :var data=""
> (concat "#+name: ledger-results\n"
>           data
>           "#+tblfm: \n"))
> #+end_src
>
> #+begin_src ledger :results raw :post ledger-to-table(*this*) :cmdline --register-format "| %(format_date(date)) | %(payee) | %(display_account) | %(display_amount) | %(display_total) | \n" reg -D --wide --date-format %Y-%m-%d
> 2022-06-15 * py2guile
>     ArneBab:Assets:Autorenhonorar:epubli             3.13?
>     ArneBab:Income:sale:nonrpg:epubli
> #+end_src
>
> #+RESULTS:
> #+name: ledger-results
> | 2022-06-15 | - 2022-06-15 | ArneBab:Assets:Autorenhonorar:epubli | 3.13? | 3.13? |
> | 2022-06-15 | - 2022-06-15 | ArneBab:Income:sale:nonrpg:epubli | -3.13? | 0.00? |
> #+tblfm:
>
>
> Also see
>
> - https://orgmode.org/worg/org-contrib/babel/languages/ob-doc-ledger.html
> - https://www.ledger-cli.org/3.0/doc/ledger3.html#Org-mode-with-Babel
>
>
>
>
> Best wishes,
> Arne
>

Re: netspend table

[Dr. Arne Babenhauserheide]

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Jude DaShiell <jdashiel@panix.com> writes:

> Thanks much for your help on this problem.  I've never done anything with
> ledger-cli yet and wasn't aware such a package existed.

Glad to help :-)

I now polished the tips a bit more and pushed them to my org-mode tipps:
https://www.draketo.de/software/org-mode-tipps#ledger-org

Best wishes,
Arne
-- 
Unpolitisch sein
heißt politisch sein,
ohne es zu merken.
draketo.de

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Re: netspend table

[TRS-80]

Jude DaShiell <jdashiel@panix.com> writes:

> Thanks much for your help on this problem.  I've never done anything with
> ledger-cli yet and wasn't aware such a package existed.

Arne beat me to it, but I agree that this kind of thing is better in an
actual accounting program.  I love Orgmode as much as anyone, but I keep
my finances in something like ledger as well.

There are actually quite a lot of ledger-alikes, with a whole ecosystem
of various software around them, see:

https://plaintextaccounting.org/

Personally I use Beancount, but arrived at that decision after doing a
fair amount of reading at the above site.  YMMV of course.

-- 
Cheers,
TRS-80

Re: netspend table

[TRS-80]

Jude DaShiell <jdashiel@panix.com> writes:

> I think if I ever get good with #TBLFMT lines I'd like to write up
> tables that cover many more useful and simpler calculation tables now
> missing from documented orgmode.

I replied separately about the accounting use-case (and I still think
that's best handled by accounting software).  However I also agree that
tables (spreadsheets especially) are very, very useful for many things.
It's so handy having a little table (and some calculations) right there
in your notes.

It took me quite a while to get the hang of it though, but eventually I
was able to produce some quite impressive (to myself, anyway) results.
I guess what I am trying to say is, stick with it, the payoff is worth
it.

Since you provided this as an example though, we will work with it
anyway.  If you have some other ideas, post them to the list (in new
topics).  I think it would be very helpful for a lot of people to see
some examples of this.  And I'm happy to share what I've learned.

> This is a running balance table and I don't know what kind of a
> #TBLFMT line would be useful for that either.

You probably want to use a formula referencing relative (instead of
absolute) locations, something like:

#+begin_src org
  Original table:
  |--------------+------------------+--------+-------+---------|
  | date         | transaction      | amount |   fee | balance |
  |--------------+------------------+--------+-------+---------|
  | [2023-01-11] | original balance |  +0.00 | +0.00 | +423.17 |
  | [2023-01-12] | dunkin           | -18.68 | -1.00 |  403.49 |
  | [2023-01-13] | WalMart          | -28.68 | -1.00 |  384.88 |
  | [2023-01-16] | Deposit          |      + |       |  634.88 |
  | [2023-01-17] | Capris           |      - |     - |  615.34 |
  | [2023-01-17] | Mcdonalds        |  -4.74 | -1.00 |  609.60 |
  | [2023-01-18] | verizon          |      - |     - |  543.35 |
  | [2023-01-26] | dunkin           |      - |     - |  542.37 |
  | [2023-02-01] | damgoodcafe      | -13.28 | -1.00 |  528.09 |
  |--------------+------------------+--------+-------+---------|

  Empty amounts (signs only) removed:
  |--------------+------------------+--------+-------+---------|
  | date         | transaction      | amount |   fee | balance |
  |--------------+------------------+--------+-------+---------|
  | [2023-01-11] | original balance |  +0.00 | +0.00 | +423.17 |
  | [2023-01-12] | dunkin           | -18.68 | -1.00 |  403.49 |
  | [2023-01-13] | WalMart          | -28.68 | -1.00 |  373.81 |
  | [2023-01-16] | Deposit          |        |       |  373.81 |
  | [2023-01-17] | Capris           |        |       |  373.81 |
  | [2023-01-17] | Mcdonalds        |  -4.74 | -1.00 |  368.07 |
  | [2023-01-18] | verizon          |        |       |  368.07 |
  | [2023-01-26] | dunkin           |        |       |  368.07 |
  | [2023-02-01] | damgoodcafe      | -13.28 | -1.00 |  353.79 |
  |--------------+------------------+--------+-------+---------|
  ,#+TBLFM: @3$5..@>$5 = @-1 + ($-2 + $-1)
#+end_src

I am not sure what those signs (+/-) with empty amounts were about, but
the way I would do it would be to make your entries in the 'amount' and
'fee' columns, and then let the running balance column be calculated.
That's what I did in second table, above.

Let me know if you have any questions.

-- 
Cheers,
TRS-80

Re: netspend table

[Jude DaShiell]

I added that check column to the table and like that feature.  That shows
you the previous balance so errors can be caught humans make not orgmode.
My walmart order got cancelled by walmart so I deleted that row and put an
entry in for amazon to buy the razor WalMart couldn't ship.  The $1.00
transaction fees only happen on withdrawls not deposits with netspend.
Fortunately this isn't the official record but something I track so I have
an idea what's on the card at any time and don't overspend.
I think if I had known about orgmode when studying adjusted trial balance
sheets I would have used it since braille paper has a maximum of 42
characters in a line.
Ways exist to get around that so long as every column will be 42
characters or less, but they're not being used by any of the
braille producers


Jude <jdashiel at panix dot com>
"There are four boxes to be used in defense of liberty:
 soap, ballot, jury, and ammo. Please use in that order."
-Ed Howdershelt (Author, 1940)

.

On Tue, 7 Feb 2023, TRS-80 wrote:

> Jude DaShiell <jdashiel@panix.com> writes:
>
> > I think if I ever get good with #TBLFMT lines I'd like to write up
> > tables that cover many more useful and simpler calculation tables now
> > missing from documented orgmode.
>
> I replied separately about the accounting use-case (and I still think
> that's best handled by accounting software).  However I also agree that
> tables (spreadsheets especially) are very, very useful for many things.
> It's so handy having a little table (and some calculations) right there
> in your notes.
>
> It took me quite a while to get the hang of it though, but eventually I
> was able to produce some quite impressive (to myself, anyway) results.
> I guess what I am trying to say is, stick with it, the payoff is worth
> it.
>
> Since you provided this as an example though, we will work with it
> anyway.  If you have some other ideas, post them to the list (in new
> topics).  I think it would be very helpful for a lot of people to see
> some examples of this.  And I'm happy to share what I've learned.
>
> > This is a running balance table and I don't know what kind of a
> > #TBLFMT line would be useful for that either.
>
> You probably want to use a formula referencing relative (instead of
> absolute) locations, something like:
>
> #+begin_src org
>   Original table:
>   |--------------+------------------+--------+-------+---------|
>   | date         | transaction      | amount |   fee | balance |
>   |--------------+------------------+--------+-------+---------|
>   | [2023-01-11] | original balance |  +0.00 | +0.00 | +423.17 |
>   | [2023-01-12] | dunkin           | -18.68 | -1.00 |  403.49 |
>   | [2023-01-13] | WalMart          | -28.68 | -1.00 |  384.88 |
>   | [2023-01-16] | Deposit          |      + |       |  634.88 |
>   | [2023-01-17] | Capris           |      - |     - |  615.34 |
>   | [2023-01-17] | Mcdonalds        |  -4.74 | -1.00 |  609.60 |
>   | [2023-01-18] | verizon          |      - |     - |  543.35 |
>   | [2023-01-26] | dunkin           |      - |     - |  542.37 |
>   | [2023-02-01] | damgoodcafe      | -13.28 | -1.00 |  528.09 |
>   |--------------+------------------+--------+-------+---------|
>
>   Empty amounts (signs only) removed:
>   |--------------+------------------+--------+-------+---------|
>   | date         | transaction      | amount |   fee | balance |
>   |--------------+------------------+--------+-------+---------|
>   | [2023-01-11] | original balance |  +0.00 | +0.00 | +423.17 |
>   | [2023-01-12] | dunkin           | -18.68 | -1.00 |  403.49 |
>   | [2023-01-13] | WalMart          | -28.68 | -1.00 |  373.81 |
>   | [2023-01-16] | Deposit          |        |       |  373.81 |
>   | [2023-01-17] | Capris           |        |       |  373.81 |
>   | [2023-01-17] | Mcdonalds        |  -4.74 | -1.00 |  368.07 |
>   | [2023-01-18] | verizon          |        |       |  368.07 |
>   | [2023-01-26] | dunkin           |        |       |  368.07 |
>   | [2023-02-01] | damgoodcafe      | -13.28 | -1.00 |  353.79 |
>   |--------------+------------------+--------+-------+---------|
>   ,#+TBLFM: @3$5..@>$5 = @-1 + ($-2 + $-1)
> #+end_src
>
> I am not sure what those signs (+/-) with empty amounts were about, but
> the way I would do it would be to make your entries in the 'amount' and
> 'fee' columns, and then let the running balance column be calculated.
> That's what I did in second table, above.
>
> Let me know if you have any questions.
>
>

Re: netspend table

[Dr. Arne Babenhauserheide]

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Jude DaShiell <jdashiel@panix.com> writes:
> I think if I had known about orgmode when studying adjusted trial balance
> sheets I would have used it since braille paper has a maximum of 42
> characters in a line.

Are you using orgmode blind?

If so, do you have a good resource I could send a blind author?

Best wishes,
Arne
-- 
Unpolitisch sein
heißt politisch sein,
ohne es zu merken.
draketo.de

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Re: netspend table

[Jude DaShiell]

Yes, I'm using orgmode blind and no I don't have any good resources to
share.



Jude <jdashiel at panix dot com> "There are four boxes to be used in
defense of liberty:
 soap, ballot, jury, and ammo. Please use in that order."
-Ed Howdershelt (Author, 1940)

.

On Wed, 8 Feb 2023, Dr. Arne Babenhauserheide wrote:

>
> Jude DaShiell <jdashiel@panix.com> writes:
> > I think if I had known about orgmode when studying adjusted trial balance
> > sheets I would have used it since braille paper has a maximum of 42
> > characters in a line.
>
> Are you using orgmode blind?
>
> If so, do you have a good resource I could send a blind author?
>
> Best wishes,
> Arne
>