danielkeller / budge_it Goto Github PK

• Aim: match online banking account balance with budge-it balance
• Clear items, add missing transactions
• When balances match, hit save

• By cleared/uncleared
• By balance
• By inbox item or not

I go through expenses in chronological (or reverse chronological) order, so it'd be convenient not to have to change the date for multiple expenses on the same day, and to only have to change the day for most other expenses (if I budget at the beginning of the month, most of my expenses are going to be from the previous month, so I have to change the month every time). Instead, having the date default to "previous date used" would be nice.

On the "Edit accounts and categories" page, I see two currencies: CHF and chf. (The fact that this is even possible doesn't seem great.)

I tried ticking the "Delete" box next to "chf" then hit "save", and got the following error message:

- ManagementForm data is missing or has been tampered with. Missing fields: categories-TOTAL_FORMS. You may need to file a bug report if the issue persists.
- ManagementForm data is missing or has been tampered with. Missing fields: accounts-TOTAL_FORMS. You may need to file a bug report if the issue persists.

[{}] 

It's gross.

"""Reconciliation is the process of comparing the transactions and balances at the bank and the transactions and balances in YNAB to make sure they agree— and also clicking the Reconcile button in YNAB."

When you enter a day of the month that's later than today, it should switch to last month

Home insurance & Internet happen every month, it'd be nice to not have to remember to put them there every time.

This would be a little nicer than having an error message at the end.

1. Have a "date" field on the "Quick add" page (defaulting to today), so I don't have to remember to do it on the next screen
2. Have an "Save and enter new transaction" button, so I don't have to go to a separate page, then go back to the overview, then "Quick add" again; instead it would take me back to Quick add directly (maybe with a confirmation message like "transaction saved" and a link to the transaction in case I want to see it for some reason).

For 2. I think this button should be instead of the existing button, as opposed to in addition to it.

I tried to add a new recurring transaction. I added it as normal in the quick add UI, but on the right side of the screen, I couldn't seem to make it recurring. (The "Don't repeat" UI element is greyed out and I can't click on it.) Not sure what I should do here

eg GOOG.3

All subtransactions in a transaction share a date and an edit page. They each have their own note and parts, they auto-split separately, and they simplify separately. A transaction has one subtransaction by default, and new ones are added with a button. For clarity, they appear as separate tables on the edit page.

Current part-notes are eliminated. Subtransaction notes are visible and editable by everyone in that subtransaction.

Fixes multiple problems simultaneously:

• Can add multiple notes, but without being forced to (chloe requirement, damien requirement)
• Edits are visible to recipients (#12)
• Recipient can send something back (#4)
• Don't have silly multi-note problem for most transactions (#8, #19)
• Allows control over which debts are simplified (#2)
• Can multi-split transactions without a calculator (chloe nice-to-have)
• One ignoreable button, if you don't like it. (damien requirement)

Not yet resolved:

• It's possible that one account/category is in reality shared between subtransactions (the payee, for instance, or the account). How should this be handled? Is it enough to just sum the amounts of that account on its account page? Or do we want it to be possible for money to flow between subtransactions in a transaction somehow?
• Should the currency be settable only per subtransaction? This would make it much simpler to default in the UI. (damien requirement)

I was trying to say that I paid X for person A that they need to know pay me back — no split involved.

In the quick add UI, I un-ticked myself and everyone else (only X), and entered a negative number. Upon pressing "enter", I can see the transaction on the right, but not below (presumably because I'm not on it?). This makes it extra hard to make sure I did things correctly.

Taking a step back, the view I would like associated with a "quick add" UI is "what did I pay, and for whom". Having a way to list only those transactions, and add new transactions (quickly, without minuses) would be great for both data input and verification.

And it breaks everything

This lets the note's write fix typos

en-US works but en-GB not???

Make all transaction parts go through person entering it, for private transactions

People who use this as a Splitwise replacement and not as a personal budgeting system should be able to enter a positive number X in a quick add UI to mean "I paid X, this should be split among multiple people". Having to add minuses every time is error-prone and confusing.

This is particularly confusing when there's no "split", e.g. I only know that person A owes me X. Then I un-tick my own box and enter a negative number... ?

But which one? Do we put notes on accounts?

Seriously

Already done for currency display?

Requires js?