xiphe / budgetbudget Goto Github PK

in the budget-view, I want to collapse a group of budgets and only see their totals.

I expect the collapsed state to be persisted within the budget so that I do not need to re-close groups whenever I open a budget.

We can not prevent uncategorized transactions and I think it makes for a better experience when these show up in the budget month header

When working with budgets I want to have a button/menu-entry to manually refresh the data from MM. So that my latest transactions and category changes show up.

In MoneyMoney, if you have more than one account linked, it's easier to categorize transactions from account A to B and mark them as transfers. See the official recommendation (in German).

This helps clean up statistics and pie charts in MoneyMoney and won't interfere while budgeting.

Current initial view looks bad.

When opening the app, it would be great if you could select one or more recently used budget files.

Ref https://twitter.com/zigulle/status/1252247269593812992?s=21

https://www.electronjs.org/docs/tutorial/code-signing

Cannot open budgetbudget using the downloaded dmg or compiling it on my own.

Currently MoneyMoney does not have an API that exposes all categories and their meta-data.

Due to this, BB is extracting the categories from imported transactions.
Which has a few downsides:

• unused categories can not be shown
• order is not stable and changes whenever the oder of transactions change
• meta-data such as budget, currency can not be used
• category groups are derived from category name and therefore their ID is unknown.

I asked the MoneyMoney developer what he thinks of adding a category export API and am currently waiting for his response.

In order to not accidentally ship bugs there should be a ready-to-use installation that can end-to-end test the application

Currently the initial view somehow starts on the next month.

Fun fact: I thought we already have may and therefore f-ed this up.

requires:

• build script that works at least locally
• upload build artifact to github releases

As requested on Twitter

The current onboarding is only presenting all settings.

I want to give more context/explanation for the settings and also guide through a few gotchas that require MoneyMoney adjustments

The budget logic already supports income categories but there is no UI to configure these

Since I will make the alpha publicly available for everyone I want to add a banner saying

• this is a alpha use at own risk
• it wont update by itself see [github releases]
• if you encounter bugs or have feedback please submit them [github issues]

Currently the year is not displayed in the UI. Seems relevant.

Should display "BudgetBudget" in menu bar and Budget name in window title

Assuming that most accounts will not come with 100% history

Maybe even auto-calculate it on budget creation

On initial import it would be helpful to use the budgets from the MoneyMoney categories directly.

As suggested by @jeifour it would be helpful when:

• Budget (or remove) money to/from a category so that its remaining funds become zero
• Budget (or remove) money to/from a category so that the global money "to budget" becomes zero
• Budget the same amount to a category as the month before
• Budget as much to a category as was spent in it the month before

0.2.0-alpha.1 has an issue on startup

I assume it has s.th. to do with the electron-settings package i recently installed

For people that want to run the app from source locally or want to contribute there should be docs on how to setup the app and get it running.

Given I have a budget with lots of categories

And I scroll (probably > 100vh) vertically
And I scroll horizontally to the next or previous month

Then I expect the month to be loaded immediately

But the month is not loaded at all.
And I need to scroll up in order to have it loaded

Currently it is possible to scroll left infinitely. This actually makes no sense since there will not be transactions before that point (hence the name "startDate").

If there is a finite, defined left point then I can use https://react-window.now.sh/ for layouting and jumping to specific entries.

I'd also add an additional leftmost card that says "hey you configured the budget to start here, go to preferences (link) to change this".

Currently budgets are prepared to handle multiple currencies while I have no concept of how this could be handled in UI.

The simplest solution currently appears to allow only one currency per budget file and provide a setting for that

App should be aware of recently opened files

• welcome view should offer opening a recent file or to create a new one

when opening a previously saved budget, following errors are displayed in the terminal.

[start:electron] [56663:0420/220440.268553:ERROR:gles2_cmd_decoder.cc(18903)] [.DisplayCompositor]GL ERROR :GL_INVALID_OPERATION : DoCreateAndTexStorage2DSharedImageINTERNAL: invalid mailbox name
[start:electron] [56663:0420/220440.268752:ERROR:gles2_cmd_decoder.cc(18924)] [.DisplayCompositor]GL ERROR :GL_INVALID_OPERATION : DoBeginSharedImageAccessCHROMIUM: bound texture is not a shared image
[start:electron] [56663:0420/220440.268849:ERROR:gles2_cmd_decoder.cc(13814)] [.DisplayCompositor]GL ERROR :GL_INVALID_VALUE : glScheduleCALayerCHROMIUM: unsupported texture format
[start:electron] [56663:0420/220450.025253:ERROR:gles2_cmd_decoder.cc(18953)] [.DisplayCompositor]GL ERROR :GL_INVALID_OPERATION : DoEndSharedImageAccessCHROMIUM: bound texture is not a shared image

Acceptance criteria:

• categories are sortable
• categories can be hidden -> #33

on Alpha 7

[start:electron] Error occurred in handler for 'MM_EXPORT_ACCOUNTS': Error: Unexpectedly got string as icon
[start:electron]     at /Users/User/dev/bb-test/budgetbudget/main/moneymoney/handlers.ts:29:13
[start:electron]     at Array.map (<anonymous>)
[start:electron]     at base64Icons (/Users/User/dev/bb-test/budgetbudget/main/moneymoney/handlers.ts:21:15)
[start:electron]     at Object.<anonymous> (/Users/User/dev/bb-test/budgetbudget/main/moneymoney/handlers.ts:74:14)
[start:electron]     at step (/Users/User/dev/bb-test/budgetbudget/main/moneymoney/handlers.ts:44:23)
[start:electron]     at Object.next (/Users/User/dev/bb-test/budgetbudget/main/moneymoney/handlers.ts:25:53)
[start:electron]     at fulfilled (/Users/User/dev/bb-test/budgetbudget/main/moneymoney/handlers.ts:16:58)
[start:electron] npm run start:electron exited with code 0

This currently does not seem to work :/

copied from #38 (comment) by @fazzer4x

Currently BB is set to budget forward, basically to forecast expenses and generate savings. The challenge that arises has to do with bank accounts in MM that only display the last 90 days of transactions. Take ING for example.

Should BB ever want to have features such as charts or budgeting averages:

will BB save transactions from MM and create a local working copy database?
or
should BB only pull all available transactions and go from there?

The reactive interface that updates all values as I type has one downside.

When I want to zero-out a category or the "to Budget" amount I would normally update the value and add/substract the amount while calculating it in the head. Now that the amount changes while I type this sets off my calculation and I need to know the correct amount before I start typing.

Also the calculator feature of YNAB is cool and helpful to change numbers on the fly.

The Idea is to evaluate simple math +-*/ in the budget input. And while one of these chars is in the input do not reactively update everything else.

There already are some recurring topics and I want to document these

Like depots, these can not be used for budgeting since no transactions also mean no categories

Currently the date and account-numbers are passed unsanitised into child_process.exec.

feels bad

When first clicking into a BudgetInput I expect to have eveything selected so that I can enter a new value directly.

In order to not accidentally ship bugs, the core functionality should be tested before each release:

• create a new budget
• import some transactions
• insert some budget values
• numbers are as expected

Given I have two budgets (private and freelancing)
And I want both of them to have different category trees

Then I expect to be able to setup MM categories like this

 ┬ Private
 └ ┬ Cat 1
   ├ ...
   └ Cat 99
 ┬ Freelancing
 └ ┬ Cat A
   ├ ...
   └ Cat Z
 - Shared

And I expect the category tree in my private budget to look like

- Cat 1
- ...
- Cat 99
- Shared

And I expect the category tree in my freelancing budget to look like

- Cat A
- ...
- Cat Z
- Shared

In order to achieve this, BB needs a "root category" setting where I would select the "Private" category group and the "Shared" category as root categories for my private budget and the "Freelancing" group + "Shared" category for the freelancing budget.

Ref: https://github.com/electron/electron/blob/master/docs/tutorial/security.md#16-filter-the-remote-module

Also, there should be no network code in the bundles, theoretically

To me it wasn't quite obvious, what the goal of this page is.
After playing around and creating a budget, I understand that one should select the primary income category from money money.

Questions remain such as:

• how does the field "available in 0/1/2/3 months" work?
• what if I do not have a fixed income and/or it's weekly, biweekly, etc.?
• do I only select my primary income category or should I select all of them?

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In order to change settings of a budget

The upcoming version of MoneyMoney will provide a category export (ref #39).
It will also support getting transactions from accounts that don't have a accountNumber (like Offline/Cash accounts).

Both fixes are using a new uuid format for ids that is not compatible with the account numbers and category ids currently being used in .budget files.

Question is: Should I try to provide a migration for budget-files? Or would it be OK if we throw away our previous files and start fresh?

Currently it's really easy to accidentally discard a unsaved budget. There should be a warning when the budget is about to be closed without saving

Copy/Paste/Select does not work yet

which is annoying