New charts for improved reporting

The available reports (charts) provide minor information. The following charts would be very useful:

  1. Expenses by category: Will show a pie chart or bar graph with the expenses by category. Below the graph, there will be a list (sorted highest to lowest) with the sum of expenses of each category for the period selected. Between the graph and the list there will be a total sum of all expenses. This report will allow us to know exactly where the money is going (by category). Nice to have: A percentage for the increase in each category compared to the last period. Example:

    {Period}

    {Bar/Pie Graph of total expenses by category for the period}

    Sum of all Expenses: 100$

    List of all expenses by category for the period:
    Rent: 30$
    Transportation: 20$
    Eating out: 10$
    Entertainment: 20$
    Coffee: 20$

    1. A “balance-sheet like” report. It will be a comprehensive view of everything that happened in that period. Example:


      Income 100$
      Regular 100$
      Variable Income 0$

      Expenses 50$
      Recurring Expenses 20$
      Variable Expenses 30$

      Savings Goal 10$

      Projected Savings XX$ (based on the trend of expenses*days left in the period)

      Budget left ZZ$ (Income-Savings Goal-Expenses)

This would assume that we can set a savings goal that would be deducted from the available balance, but only for calculation purposes. The budgets in the way that they exist now cannot do that, unless I am mistaken in which case please feel free to correct me.

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Budget Flow

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💡 Feature Requests

Date

11 months ago

Author

PizzaPuff

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