pkellner 0 Posted December 6, 2018 Share Posted December 6, 2018 I've created a folder called "Home Depreciation Expenses" and I want to put individual notes in that folder that each have a total amount associated with them. I then want to be able generate a report that totals all these along with a description (title) of each one. How to do that? Link to comment
Level 5* DTLow 5,735 Posted December 6, 2018 Level 5* Share Posted December 6, 2018 I put the $ in the note title for easy access. Evernote is the tool for collecting the data; it's not the right app for totalling and reporting I copy the note titles to a spreadsheet for reporting In this sample Details is the note title, and a link to the note in Evernote The other columns are parsed from the note title, tags and other metadata I use the spreadsheet to produce budget and expense reports. Link to comment
pkellner 0 Posted December 6, 2018 Author Share Posted December 6, 2018 Is there an automated way to pull from the title a special formatted dollar amount? Like, something like look for dollar sign, than grab that up until first white space, then format into a report with title, date and dollar amount (that I can download to excel). Trying to avoid having to do double entry Link to comment
Level 5* DTLow 5,735 Posted December 6, 2018 Level 5* Share Posted December 6, 2018 1 hour ago, pkellner said: Is there an automated way to pull from the title a special formatted dollar amount? I have this automated with scripting on my Mac, and I'm guessing you can use a cell formula in Excel >>Like, something like look for dollar sign, than grab that up until first white space Good analysis; that's how my script is parsing the data Link to comment
pkellner 0 Posted December 6, 2018 Author Share Posted December 6, 2018 I'd really appreciate if you could upload or point at how you do that. I'm not very good at excel. Link to comment
Level 5* DTLow 5,735 Posted December 6, 2018 Level 5* Share Posted December 6, 2018 12 hours ago, pkellner said: I'd really appreciate if you could upload or point at how you do that. I'm not very good at excel. Here's a link to Excel formulas https://www.ablebits.com/office-addins-blog/2016/06/01/split-text-string-excel/ Something like =RIGHT(B2, SEARCH("$",A2,1)+1) I'm not an Excel user; my solution is Applescript (Mac) based Someone else might have better details on this. Link to comment
Level 5* CalS 5,262 Posted December 7, 2018 Level 5* Share Posted December 7, 2018 6 hours ago, pkellner said: Is there an automated way to pull from the title a special formatted dollar amount? Like, something like look for dollar sign, than grab that up until first white space, then format into a report with title, date and dollar amount (that I can download to excel). Trying to avoid having to do double entry No native capability within EN for what you want to do. Roll your own, Link to comment
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