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Friday, June 05 2009
[#2] Converted the Account.budgeted_a... was committed by Virgil Dupras at 12:56 PM
2 New budgeting system was updated
  • Virgil Dupras
    Virgil Dupras commented at 10:16 AM

    (from [10]) [#2] The budget spawns are now placed at the end of every recurrence period.

[#2] The budget spawns are now placed... was committed by Virgil Dupras at 10:16 AM
Thursday, June 04 2009
Refactoring. moved all the test units... was committed by Virgil Dupras at 6:35 PM
36 Tags or no tags? was updated
  • Virgil Dupras
    Virgil Dupras commented at 5:12 PM

    The question of tags have been revived by this GS thread

  • Virgil Dupras
    Virgil Dupras commented at 5:11 PM

    Wow! That was a short discussion. Postponing to "Future".

  • Virgil Dupras
    Virgil Dupras commented at 5:11 PM

    Because the only use case I have for tags is mine, and that, effectively, it just hides a lack of accounts (but having a "HS" version for all accounts is kind o...

  • Virgil Dupras
    Virgil Dupras commented at 5:11 PM

    from Eric

    If I remember correctly, one use case we discussed before is: you have some business-related transactions in a number of your expense accounts. You wa...

  • Virgil Dupras
    Virgil Dupras created the ticket at 5:10 PM

    Do we want tags? What do we want to tag? What would be the use of tags?

35 Transaction filtering and splits was created
34 Pie Charts: make label go out of the circle was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 5:08 PM

    Right now, the labels try to have their center at the edge of the circle. In fact, they should try to get out of the circle as much as possible so they don't hi...

33 Custom currency was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 5:08 PM

    from GS thread:

    Have a way for the user to define custom currencies. One use for them would be "derivative assets", like air miles and the such.

32 Testunits performance was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 5:07 PM

    Since [ 4149 ] (changeset in the old repo), the time required to run the complete test suite went from 18s to 36s. Figure something out.

31 Crash with the "continue but don't unreconcile" action was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 5:06 PM

    If there's a crash happening if I modify a reconciled transaction and I change its currency, and then I choose "continue but don't unreconcile" (cannot coerce c...

30 Credit Limit was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 5:05 PM

    from GS thread:

    An idea I proposed earlier, but it seems to have gone lost: Credit Limits. It would be great to have that figure, if any, shown in each account...

29 Easy way to get current financial status was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 5:03 PM

    At first, I thought that a "Forecasted" column would do the trick, but I changed my mind.

    see GS thread

28 Loosen the unreconciliation was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 5:02 PM

    Unreconciliation is a little too tight. If I move a transaction in the same date as a reconciled txn, but I don't affect it, I get a warning.

27 gnucash importer was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 5:02 PM

    gnucash doesn't have a QIF exporter. Also, it uses double-entry accounting, so some data is lost in the transition (well, kind of, well, I'm not even sure). Any...

26 Intelligent import autofill was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 5:01 PM

    When importing, it's always the same. There are some meaningless descriptions and they are always replaced by the same thing. There should be way to do that aut...

25 Add an amount conversion column was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 5:01 PM

    from email:

    Using multi-currencies it would be great for reconciliation purposes to have a translated value column. At the moment I'm using the description area...

24 Copy and paste support was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 5:00 PM

    from email:

    cutting and copying transactions between accounts/ledgers does not seem to work or is not fully implemented. I only seem to be able to cut & paste i...

23 Add an Equity account type was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 4:59 PM

    from email:

    as I'm starting to enter my balances I'm wondering where to put equity such as own capital. I.e. entering opening balances for my credit cards or lo...

22 Add end balance in the graph title was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 4:59 PM

    from email:

    why not add the present balance per account under the account name in the graph

21 Add charts that shows assets vs liabilities and income vs expense was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 4:58 PM

    from email:

    I'd like to see a chart showing assets vs. liabilities over time

    from me:

    but there should also be one for income vs expenses

20 Allow the status column to be re-ordered was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 4:57 PM

    from email:

    A shortcut key to reconcile a transaction would be great. I'd also prefer to have the checkbox to reconcile to the right, i.e. next to the balance;

19 Note field for transactions/accounts was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 4:56 PM

    from email:

    • I'm missing a notes colum in the transaction/accounts window to enter notes per transaction;

    • I'd like to have a notes field in the info pane for...

18 Manually re-order accounts was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 4:55 PM

    from derekJAB in GS:

    I would also like to be able to drag the accounts into my preferred order rather than have them listed alphabetically.

17 Add label for big transactions was updated
  • Virgil Dupras
    Virgil Dupras commented at 4:54 PM

    from Eric

    That's a nice thought, but label positioning is difficult and the graph can easily get crowded. I'd prefer going for what we talked about before: clic...

  • Virgil Dupras
    Virgil Dupras created the ticket at 4:54 PM

    I'm looking at the newly created net worth graph, and I see some abrupt changes sometimes. I'm curious about what caused them. It would be nice if we could dete...

16 New split proposition was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 4:53 PM

    In this proposition, a transaction always has an amount. This amount is the amount of money that is moved. In other words, it's the sum of debits (which is equa...

15 Implement a nice "amount field" was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 4:51 PM

    The amount field will show the amount with the currency on the right side of the amount, but with all amounts in a column still aligned. Therefore, it will alwa...

14 Auto-resize amount columns was created
  • Virgil Dupras
    Virgil Dupras created the ticket at 4:51 PM

    In all views, make sure that amount columns are always wide enough to show the biggest amount in the table. Never make them wider than that either.

    Don't forget...

Bulk edit performed at 4:49 PM
tagged:"from-trac" affected 3 tickets
10 11 12
13 Calculated transactions was updated
  • Virgil Dupras
    • Tag changed from big, design to big, design, from-trac
    by Virgil Dupras at 4:48 PM
  • Virgil Dupras
    Virgil Dupras commented at 4:47 PM

    from Eric

    Looks good, except I would make variables always date range dependent and account independent. So all our examples stay as they are, except we ditch "...

  • Virgil Dupras
    Virgil Dupras commented at 4:47 PM

    Ok, so after a little iChat discussion, we agreed that we would stay with the "GUI-all-the-way" way, but in a "variable" fashion. Here's a new proposition:

    We w...

  • Virgil Dupras
    Virgil Dupras commented at 4:46 PM

    Ah, the splits, I was forgetting about it. Well, I think that we should have a special variable that means "balance the rest in here". This way, it is possible ...

  • Virgil Dupras
    Virgil Dupras commented at 4:45 PM

    Here is something:

    What about having a separate "variable definition" window, which wouldn't be tied to a transaction or anything. Then, those variables could b...

12 earlier changes…
  • Virgil Dupras
    Virgil Dupras commented at 4:44 PM

    Well.... I like the idea of being able to compute the service charges. My US bank charges 7.95 (that's big) if I don't make at least one direct deposit per mont...

  • Virgil Dupras
    Virgil Dupras commented at 4:44 PM

    from Eric

    Oh well... service charges. We need to stop somewhere. I don't feel it's that useful to calculate service charges. Moreover, service charges on a bank...

  • Virgil Dupras
    Virgil Dupras commented at 4:43 PM

    In the taxes example, Z is different from X. So what we want to be able to say is add a "(sum of income - 9000) * 24%" (X) if "sum of income" (Z) > "9000" (Y).

    ...

  • Virgil Dupras
    Virgil Dupras commented at 4:42 PM

    from Eric

    About the enable/disable button: you make a good point when you say that the user might have put a lot of time in his calculation. On the other hand, ...

  • Virgil Dupras
    Virgil Dupras commented at 4:42 PM

    from Eric

    About taxes: that Z you're talking about is probably tied to X, and your condition can probably be translated in a min/max condition on X. Can you giv...

  • Virgil Dupras
    Virgil Dupras commented at 4:42 PM

    I remember now: Taxes! We can't ask the user to add calculated transactions for taxes in the form of "Add a X$ transaction if that X is bigger than Y". What the...

  • Virgil Dupras
    Virgil Dupras commented at 4:42 PM

    It occurred to me recently that we need conditions that take something else than the calculated value (in other words, it can't be just "minimum" and "maximum")...

  • Virgil Dupras
    Virgil Dupras commented at 4:41 PM

    I thought about a behavior we have yet to define: Calculated transactions & reconciliation. Also, what if the user writes an arbitrary amount in the transaction...

  • Virgil Dupras
    Virgil Dupras commented at 4:41 PM

    Drop "since..." Doesn't that break your "taxes" use case? That's the reason I put the "since" in. In fact the only use case we have for having any date range ot...

  • Virgil Dupras
    Virgil Dupras commented at 4:39 PM

    from Eric

    Ok, let's keep the constant separated. But I'd present it the other way around. The main amount is the constant amount and the calculated values are t...

  • Virgil Dupras
    Virgil Dupras commented at 4:38 PM

    I like that very much. One things that bothers me a little bit is the constant amount being among the rest of the lines. I can't see any way that there could be...

  • Virgil Dupras
    Virgil Dupras commented at 4:36 PM

    from Eric

    That certainly is an example of a complex recurrent transaction. You'll have to tell me why you need such a weird calculation, though.

    Now, let me use...