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money_manager's Introduction

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money_manager's Issues

[Feature] Currency support

[Feature] Currency support

Motivation

  • People handle multiple accounts, spanning different currencies
  • Feature exists in Expense Manager

Requirements

Database Design

  • Add column to the Transaction table for storing currency
  • Allow one currency per account

Other

  • Show appropriate currency symbols
  • Some sort of currency conversion
  • Support transfer from one currency account to another (Will require conversion)

[Doc] Add database design documentation

[Doc] Add database design documentation

What is required?

  • Add some sort of database design diagram

Why is it required?

  • Makes for a good reference to people new to the project, and for ease of use
  • Easy way to document the database structure

[Feature] Investment Tracking

[Feature] Investment Tracking

Motivation

  • Replace the generic spreadsheet to track investments

Requirements

Database Design

  • Add a TransactionType for Investment
  • Add a TransactionType for InvestmentReturn
  • Make an Investments table
    • FK to a transaction, transaction stores usual details, investment stores specific data
    • Add Categories like Equity, FD, etc.
    • Specific data: Rate, time-period, maturity date, current value
  • OR Make separate tables for different investment types (Equity, FD, etc.)

UI/UX

  • Separate page from Income/Expense/Transfer
  • Separate section for summary
  • Show notification when maturity reached, click to do a InvestmentReturn transaction
  • Add page to track equity/MFs/etc.
  • Show performance of each investment
  • Show CategoryChart for Investments to show breakup
    • Show InvestmentCategoryChart (?) to show stocks instead of categories (Like 5% Spicejet, 2% Gold)

Other

  • Allow choosing manual/automatic updates for current value
  • Update current value from Google Finance (?) periodically

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