What would you like to see added or changed in the application
Campbell
Site Admin
Posts: 386 Joined: Sun 14 Jul, 2024 10:21 am
Location: Edinburgh, Scotland
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by Campbell » Tue 03 Sep, 2024 6:35 pm
What Chart Types would you like to see. Currently we have:
Account Balance / Net Worth (Area, Stacked Area, Value Plot) - stacked area being most useful here I think
Categories (Pie) - need to work on other chart types here
Payee (Pie sort of) - need to work on other chart types here
I was thinking probably:
Income vs Expense, by category
Price History (for securities/fx rates)
Portfolio Value over time
Any others you would like me to prioritise?
Amazone
Posts: 152 Joined: Fri 27 Sep, 2024 8:59 am
Location: Belgium
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by Amazone » Fri 27 Sep, 2024 10:54 am
In money I use these at the end of the year:
Account balances
Category spending with subcategories
Monthly cash flow
Investment transactions
Campbell
Site Admin
Posts: 386 Joined: Sun 14 Jul, 2024 10:21 am
Location: Edinburgh, Scotland
Contact:
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by Campbell » Fri 27 Sep, 2024 6:49 pm
That's great, thanks. That gives me something to focus on.
Re the Investment Transactions, is that more a report than a chart? I'll be adding Reporting at some point, which will pre-define a filter and list just those transactions, along with optional associated charts.
Amazone
Posts: 152 Joined: Fri 27 Sep, 2024 8:59 am
Location: Belgium
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by Amazone » Fri 27 Sep, 2024 8:44 pm
Sorry I do not speak of charts. I meant reports!!!