Personal Finance Documentation

Accounts format: Account Name (—)

Few examples:

Note: Calculations and conditional formating won't work if accounts are not in this format everywhere they appear in the workbook.

All calculations are made with data entered in Transactions sheet's Input table

Y-SWITCH

• Sets year for the whole workbook

C-SWITCH

• Sets currency to convert to for the whole workbook
• Available currencies: USD, EUR and GBP

ACCOUNT BALANCES YYYY and CURRENCY BALANCES YYYY tables

• Balances based on Transactions sheet data

ACCOUNT BALANCES END OF YYYY table

• Used for importing last years values
• Only "Account" and "Ballance" columns need to be filled
• "Net Traffic", "Paying" and "Receiving" columns can be manually filled in if there is need for them
• For currency conversions to work, "End of YYYY-1 Conversion Rates" hidden table needs to be filled in. It's located to the right.

• Searches are not case sensitive

Some examples:

• Complete List of Regular Expressions
  • (Alternative link)

1. Cryptocurrency number format is not exactly user friendly with its 8 decimal places
2. Lagging when switching sheets for the first time after opening the workbook, mostly Expenses and Cash sheets
3. Lagging when using main Calculator Filter. Mostli in Expenses sheet and Cash sheet
   1. Removing or hiding Month Calculator table in Cash Sheet significantly reduces lagging so it's hidden by default
   2. Simplyfying all formulas in Month Calculator table in Cash Sheet to "= 1" reduces lag only slightly so the problem is probably in quantity of formulas that appear on the screen at once
4. Overall color theme might be too dark and/or tables might be off screen depending on type and resolution of your screen
5. Upgrading to newer version might be challenging

Hidden tables

• To make hidden tables visible change font and/or background color of "Table 02 (Hidden)" style
• Hidden tables start from column Q everywhere except in hidden sheets

Hidden sheets

1. exchange sheet
2. live_rates sheet

Matrix: @xxkoes:matrix.org
Reddit: u/xxkoes
LibreOffice Extensions: Personal Finance by xxkoes

For any feedback send me a direct message on matrix or reddit. To leave a review go to LibreOffice Extensions and Templates repository page of the project.

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Documentation Copyright (C) 2020 xxkoes

Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free Documentation License, Version 1.3 or any later version published by the Free Software Foundation; with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts. A copy of the license is included in the section entitled "GNU Free Documentation License".

Program Copyright (C) 2020 xxkoes

This program is free software: you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation, either version 3 of the License, or (at your option) any later version.

This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details.

You should have received a copy of the GNU General Public License along with this program. If not, see https://www.gnu.org/licenses/.

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