How to get simple balance spreadsheet in TiddlyWiki?

[Sapphireslinger]

May I ask how to get a simple Balance Spreadsheet in TiddlyWiki?

The kind that has Category, Date, Description [of item purchased], Debit, Credit, Monthly Balance, Total Balance.

Are there any tiddlers like that already in existence?

[Edgaras]

In my opinion it is difficult to create and manage table views in TW. I with the editor offered a more convenient table management, at least how Typora app does.

[Ste Wilson]

You could try Evans equation plugin with Mohammed's tables plugin?

[Ste Wilson]

https://github.com/EvanBalster/TiddlyWikiFormula

http://tiddlytables.tiddlyspot.com/

https://kookma.github.io/TW-Shiraz/

And more at https://dynalist.io/d/zUP-nIWu2FFoXH-oM7L7d9DM#q=Tables

[Sapphireslinger]

1. Has anybody ever used Tiddlywiki to keep track of their daily expenses?

2. Is there a demo anywhere of a simple expense sheet with 6 columns for Date, Category, Description, Debit, Credit, Balance?

I have looked at the links provided above more than once but can not seem to figure out how to make them work.

[Atronoush Parsi]

As Ste advised one tool is Shiraz Dynamic table

See example here: https://kookma.github.io/TW-Shiraz/#demo%2Fdynamic-tables-numerical-summary

Each item can be a tiddler with suitable fields. Then you can use a Dynamic Table to summarize all and calculate the balance.

Shiraz has some good tutorials for dynamic tables.

Atro

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[Sapphireslinger]

Atronoush,

Thank you! I used the example in your link to make my table:

<$macrocall $name=table-dynamic filter="[tag[expense]]" class="table-hover-yellow" fields="date category description notes debit credit balance" class="table-center" stateTiddler="202002130935" caption="''Expenses''" footerRows="7"/>

And successfully made 2 expense tiddlers with it. (For newbies: For instance, for one of the expense tiddlers I made a tiddler titled "2020.09.15" tagged "expense" and saved it. Then I was able to click in the table directly and add the info in the appropriate boxes. The info also automatically showed up back in the 2020.09.15 tiddler as fields.)

However, no footerRows are showing up.  :(

[scot]

Sapphireslinger

Here is the demo page of the Formula Plugin by Evan Balster.

https://chronicles.wiki/TiddlyWikiFormula/

Have a look at "Demo: Tabulator" and "Spreadsheet Prototype" examples.

You can download the wiki by clicking on the "save changes" button in the Toolbar.

Scot

[Atronoush Parsi]

In the example in Shiraz if you click on the edit button (top left of Table) you see the footer and you see it has some rows and calling to some functions like <<sum>> or <<maxall> ,...

These are the function calls to calculate sum of column values, maximum, etc...

In my opinion Shiraz Dynamic Table is among the simplest! of course it is NOT a spreadsheet. 

If you failed, send me your wiki (remove your private data,...) and let me have a look.

Atro

To view this discussion on the web visit https://groups.google.com/d/msgid/tiddlywiki/cd180930-b408-4375-b605-bea11e3ac45an%40googlegroups.com.

[Sapphireslinger]

Scot,

THANK YOU for pointing out Spreadsheet Prototype, and suggesting I download Evan Balster's wiki. So convenient to download everything at once in one place!

I cloned the prototype spreadsheet, and put the following words in A1, B1, C1, D1, E1, F1 and G1: Category, Date, Description, Debit, Credit, Balance, Notes; filled in 2 more rows with the appropriate information and learned how to put =SUM(F2-D3+E3) in F3 [current balance = previous balance minus current debit plus current credit]

But I have lots of expenses to enter. Do I have to make a unique formula for the F cell in each row? In a normal spreadsheet app (and I barely know how to use those either, just learned tonight) I would just click on the corner of the cell and drag down to make all subsequent cells in that column do the same thing. But I can't click with this prototype spreadsheet.

So that I don't have to put something unique in every cell in F Column, is it possible to code it so that something like =SUM(F<previous>-D<current>+E<current>) appears in every F Column cell?

Another problem:

If I fill in 30 days of expenses, and suddenly discover a Day 8 expense, how do I add a row at the appropriate spot?

[scot]

Hello Sapphireslinger,

sorry for not replying earlier, but I thought you were having success with Shiraz etc.

I don't use spreadsheets enough to offer a solution but I understand what you're trying to do.

I think you may have to cut and paste the formula into each F cell.

There is probably a way to include a formula, but I'm not sure how to do this. Further reading of the plugin's notes may explain this.

As well as using the spreadsheet prototype, the Demo: Tabulator example may be useful to you as you can use a filter to include each tiddler to add data to the table. You could also create a button or form to enter this data.

Hopefully, one of the other TW users can offer more help.

Kind Regards,

Scot

[TW Tones]

Sapphireslinger,

Perhaps this helps?

In case like this make a tiddler that acts as a template for new expenses, including formulas separate from values entered. The create a new tiddler from that template when adding a new expense.

I am working on a generic way to generate new tiddlers from templates, clone, spawn or generate child tiddlers so ths is at the forefront of my mind, not sure how long and if I publish publicly.

Regards

Tones

[Thomas Stone]

Just throwing out there that you could use one tiddler to enter all your data, then use splitregexp to find the specific records and columns. Add in fields for the column offsets.

<$list filter="[{$ur_acct$!!text}splitregexp[\n]count[]]">

<$list filter="[range<currentTiddler>!match[1]]"><$vars rownum=<<currentTiddler>> >

<$list filter="[{$ur_acct$!!text}splitregexp[\n]nth<rownum>]"><$vars cur_line=<<currentTiddler>> ><tr>

<$list filter="[<cur_line>split[|]nth{$ur_acct$!!date}]"><td><<currentTiddler>></td></$list>

\define month_entries(ur_assign_col, ur_match_val)

<$list filter="[tag[UrTag]]">

<$macrocall $name=month_entries_acct ur_acct=<<currentTiddler>> ur_assign_col="$ur_assign_col$" ur_match_val="$ur_match_val$" />

</$list>

\end

<$wikify name=month_entry_list text=<<month_entries 2 UrLookupValue>> >

<$macrocall $name=month_total ur_list=<<month_entry_list>> />

</$wikify>