barrucadu / finances Goto Github PK

Edit can be implemented as delete + add, so really this is just about add/delete. There are a few issues to work through:

• Some people like to keep the transactions in their journal sorted, and might also have future transactions (for forecasting purposes) in there, so just adding a new transaction to the end isn't the right behaviour.
• How can transactions in included journals be deleted? I think going and editing some indirectly-referenced file would be confusing, so perhaps only transactions in the main journal should be mutable.
• As the program operates on people's normal hledger journals, it should (eg) preserve comments. This means we can't just re-use the hledger print logic, as that strips them.

• Recognise how much money is put into each envelope at the start of the month
• Show how accurate each envelope allocation is at the end of the month
• Show non-budgeted expenses in a month and how much that is

Each user should have their own config and journal.

This is mostly a UI issue, but does have some backend ramifications. One way to model it is for an account to contain one balance per commodity, using a price database (populated with implicit prices when trading between commodities, with some sensible fallback) to make the pie chart proportions make sense.

"Asset"/"account"/"breakdown"/"subaccount", these things are all used in various places (in the UI and in the code), it would be good to go through everything and make sure it's all consistent.

I think it would be really cool to have a list of "experiments" you can create in the frontend. Stuff like:

• Have £100/month extra income starting in July
• Have a one-off £700 charge in November
• Have a regular £40/week expense starting from now

With all the analyses incorporating these experiments.

It would be good to be able to specify things like "I want to save £200/month as of October" and have those show up on the charts, as well as a targets page which has a concise list and summary of them all.

A target is probably something like this:

1. A date, and a set of accounts and desired balances (or ranges of desired balances)
2. A date range, and a set of accounts and desired deltas over a time period (or range of desired deltas).

The former would capture things like "I want to save £2500 by the end of the year", and the latter things like "I want to put aside £200/month".