Re: Question Regarding Creating Workflow For Automatic Formulas For Finance Based Org Spreadsheet

[John Hendy <jw.hendy@gmail.com>]

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On Sun, Jan 16, 2022 at 9:20 AM Samuel Banya <sbanya@fastmail.com> wrote:

>
> In that case, would a running csv where you paste in each month's new
> pull work? You could even keep the totals to the side, so that as you
> paste new data in e.g. cols A-D, your totals (in E and beyond) can sit
> right there happily? I alluded to this with respect to the request to
> automate csv -> org; without knowing which things must be org and why,
> it's hard to comment on these kinds of inquiries. Maybe org is just
> more fun, maybe it's mandatory because there's some other aspect of
> this we don't know.
>
>
> How would you able to keep the running totals in Column E?
>
> Can you provide me with an example of this?
>

Sure, attached.
- running csv, named "running_total.csv"
- toy examples of your jan and feb downloads

Routine each month:
- open month's bank download
- copy all but the header (easy to do with ctrl+shift+arrow to get to
bottom row)
- ctrl+arrow to get to last row in running_totals.csv
- update the month's formula with
sum(first_row_of_this_month:last_row_of_this_month)
- you could  even get fancy with an auto-date formula I'm sure

Just keep the total formulas far enough right (I said column E, but it's
arbitrary) to not get pasted over depending on your institution's number of
columns.

This is basically doing what you're doing in org, but in a csv (or use a
regular ods or xlsx if you need the last month's formulas to stay as
formulas, not static values on save/exit).

John



> On Sun, Jan 16, 2022, at 10:15 AM, Samuel Banya wrote:
>
> Hello,
>
> I appreciate the enthusiasm for Ledger, but I really just don't like the
> double posting idea period.
>
> I just need totals spreadsheet style, that's about it. I think the whole
> idea behind bean count is tedious.
>
> I just don't think like a mathematician in this respect, too brainy for me.
>
> I'll take a look at the Org Mode way to solve this problem via the
> previous posts, thanks.
>
> Sincerely,
>
> Sam
>
> On Fri, Jan 14, 2022, at 2:54 PM, Quiliro Ordóñez wrote:
>
> El 2022-01-09 22:42, Samuel Banya escribió:
> > Ah, Ledger is way too complicated for what it's worth. I've seen
> > videos on YouTube about it, and every person who's praised it is
> > pretty much too smart enough to be able to explain it in simple terms.
>
> It is very easy.  I made a video for EmacsConf 2019
> https://emacsconf.org/2019/talks/12/ .   I wish someone had showed me
> examples like these when I started with it.
>
> My fiancee is a preschool teacher (programming is not her area of
> expertize).  But she quickly learned how to use it.  She keeps about
> 3700 per year with 4500 lines.  It takes her about 10 minutes per day.
> With that investment, she can even tell how much we have spent on apples
> or on all fruits (as detailed or general as she wants).  On these two
> years, she has saved us about half our budget and has us living much
> better thanks to the knowledge of what we want to invest on.  (We now do
> not think of how to spend money, but how to invest it.  That changes the
> point view completely.)
>
> There are complicated reports as well as very simple ones that can be
> generated.  And you can always customize them to the last bit.  There is
> also a website http://plaintextaccounting.org .  There is plenty of
> information there.  You can also use org-babel to include formulas for
> Ledger reports.
>
> Just ask away!  :-)
>
>
>
>
>

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[-- Attachment #2: running_total.csv --]
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"date","value",,,,
"jan",1,,,"jan",6
"jan",2,,,"feb",30
"jan",3,,,"mar",
"feb",4,,,"arp",
"feb",5,,,"may",
"feb",6,,,"jun",
"feb",7,,,"jul",
"feb",8,,,"aug",
,,,,"sep",
,,,,"oct",
,,,,"nov",
,,,,"dec",
,,,,"total",36

[-- Attachment #3: jan.csv --]
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"date","value"
"jan",1
"jan",2
"jan",3

[-- Attachment #4: feb.csv --]
[-- Type: text/csv, Size: 55 bytes --]

"date","value"
"feb",4
"feb",5
"feb",6
"feb",7
"feb",8