md-arif-shaikh / expenses Goto Github PK

Based on the description from your bank statement which is imported into the expenses plugin it would be nice to have a set of keywords and phrases which would auto-assign a categories to that line.

First it would look at the phrases to auto assign then failing that it would look at keywords.

eg;

cafe = food
hotel = food
Chemist = health
Zoo = entertainment

Then for any transactions left over which are not auto-assigned we can do this manually.

Title says it already. Point is that after adding new items, the table becomes unnecessarily cluttered with separator lines that have no clear function.

Most banks export to CSV and it would be great if the expenses plugin could import the CSV and create entries. If I looked at implementing this feature I think there would be common methods for which could be used between different bank exports, but then we would have to have a list of banks which have set profiles on which part of the CSV relates to what.

It would also be nice if once it imported it allowed you to assign to a category by just stepping through each new transaction, also I think there should be duplicate detection so that if you accidentally import your CSV twice or it overlaps a little then it will ignore existing data.

Is this a feature you would like in your plugin?

Would love to see missing decimals be added when entering an amount; 1 -> 1.00 This speeds up entry.

As I've been using expenses for my monthly budgeting I have notice that I have a heap of transfers from one account to another and these are included in my expenses. I think a nice feature would be if we could setup a keyword/phrase which will automatically ignore certain transactions, or at lease have the ability to ignore it in reporting.

Title says it all, but would be nice to have a list of frequently used items. It aids in consistency of the tables and just makes it easier to work with.

Great package, just what I was looking for. However I get an error when I invoke the command expenses-calc-expense-for-months or expenses-calc-expense-for-month:
error "Marker does not point anywhere"
Any idea?

It would be nice to have the same function we have for month, but for the whole year. It would also be nice if we could optionally sort the output in either category or dollar value (most expensive to least).

It would give us an idea of what we mostly spent our money on in a year.