danzel/budgetless

App for tracking money spend and comparing to a budget.

budgetless's Issues

re-do dupe checking

OFX files have a tag
<FITID>22Aug2011.1
That the spec says should be used for dupe checking.
(They are unique per account)

Should import and use this.

Record where records were imported from

Probably won't use it at first, but we should record what file/date a BankTransaction was imported from.

Import buxfer CSV

Handle transfers specially(?)

We probably need to link up transfers, cause we don't really want to count them as income or expense.
They don't necessarily need to be linked, but they need to be tagged so they can be ignored in reports.
Maybe we can just mark categories as "Hide in reports" or something?

Redo balance column

BankTransaction.balance can be not null.

calculatedBalance can be dropped.

Budget Feature

Configure budget:
Show all categories, allow entering a Daily/Weekly/Monthly/Yearly amount (auto calculate the others).

Compare budget:
Show amounts:

• Budget (% of year taken)
• Spent
• Spent %

Probably can have multiple (so you can keep historic ones) and set a default, which opens initially when opening the budget screen.

Reports - 3 modes

Income - Only select transactions > $0
Expense - Only select transactions < $0
Net - All transactions, no pie graph, have a +/- graph instead

(Current income/expense select all transactions then filter after IIRC)

Support downloading ofx files in app

We could have a webview, and when it tries to download an ofx file we import it automatically.

https://electronjs.org/docs/api/webview-tag#partition
electron/electron#5024 (comment)

Budget - "View Year" list is hardcoded

Should be generated off available data.

Make Left/Right arrows in FilterBar work

Select first item in category list after mis-spelling

If you are in the transactions view, typing in a category and misspell it, then backspace over it, the add item will remain selected.
We should default up to the first non-add item instead.

Demo ofx file

For screenshots
Can probably use: https://github.com/wesabe/fixofx (fakeofx.py)

Load things from db on app launch instead of on demand

Accounts, Categories, Rules could all be loaded on launch and injected instead of loading on every page.
Transactions too if we really wanted.

Support saving sqlite database to another location

Then you could save them to dropbox, or have multiple files.

Trash import from buxfer

I didn't use it in the end, just redid them all.

Remove "Pos W/D" from start of add rule

cause sometimes they don't appear in subsequent transactions

Style reports table

And rest of reports screen really

Budget click to transactions

Should be able to click the category to go straight to the selected year and category in the transactions list.

Make app installable

• Save sqlite file to documents folder
• Create zip/installer
• Auto create backups of sqlite file?

Notes against transactions

Db is there for it. Needs ui

Expense/Income reports styles a bit broken

When bigger than the screen, will have been the flex changes.