I would suggest the following: |------------+-----------------------------------------------------+---+----------| | 01/03/2022 | Example Rent Expense | | -1061.67 | | 01/04/2022 | Example Food Expense | | -1061.67 | |------------+-----------------------------------------------------+---+----------| | | January expenses | 0 | -2123.34 | |------------+-----------------------------------------------------+---+----------| | 02/05/2022 | Example Utility Expense | | -2061.67 | | 02/06/2022 | Example Random Expense | | -2061.67 | |------------+-----------------------------------------------------+---+----------| | | February expenses | 0 | -4123.34 | |------------+-----------------------------------------------------+---+----------| #+TBLFM: @3$3=vsum(@-I..@-II)::@3$4=vsum(@-I..@-II)::@6$3=vsum(@-I..@-II)::@6$4=vsum(@-I..@-II)
where each month is collated separately; all you have to do is append each month to the table, add some horizontal lines and copy the formulas modifying the row number. But I also would highly recommend ledger which is what I use for my accounting and which integrates very nicely with org using babel. Ledger supports converting CSV files from banks into a ledger file (section 7.2.1 of the ledger info manual). -- : Eric S Fraga, with org release_9.5.2-293-gb8656a in Emacs 29.0.50 : Latest paper written in org: https://arxiv.org/abs/2106.05096
