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Chart Types

Posted: Tue 03 Sep, 2024 6:35 pm
by Campbell
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?

Re: Chart Types

Posted: Fri 27 Sep, 2024 10:54 am
by Amazone
In money I use these at the end of the year:
Account balances
Category spending with subcategories
Monthly cash flow
Investment transactions

Re: Chart Types

Posted: Fri 27 Sep, 2024 6:49 pm
by Campbell
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.

Re: Chart Types

Posted: Fri 27 Sep, 2024 8:44 pm
by Amazone
Sorry I do not speak of charts. I meant reports!!!