wish: custom reports or saved filters

[Chris]

I would like to be able to tell HomeBank to save the filter as a report that I can run again at any time, without having to manually enter the date, accounts, payment, free-text info/memo and amount, etc.

This is useful to see how much a certain category has received, or how many withdrawals an account has had in the last calendar month. The logic can all be applied from within the GUI already, HB just needs to be able to remember these filters and reapply them, as if by macro.

Thanks for all the hard work! If I knew C, I would offer a patch. :)

[Aurelien Vabre (valkalon)]

Dear Maxime,

I also join this feature request.
Your software is amazing, the ability to save filters would
make it even more awesome.

I'm happy to provide more details on usage if you need.

Aurélien

[gromk13 (gromk)]

Hi Maxime,
Did you give up the development of this feature or just postpone it to a 5.3.x subversion ?
Thank you
Jérome

[R Collin (collinrog)]

I would also find the ability to save Statistics Report displays and filters details really useful. Also this is my first post and I really appreciate your great quality software! Homebank is so good for organizing personal finances.
Best regards, Roger Collin

[Maxime DOYEN (mdoyen)]

@gromk13: I never give a feature, just postponed it, as some refactoring is required first and not finished, so I need to parcel out this dev.

[Marcus Cripps (marcuscripps)]

I am just considering migrating from Microsoft Money to HomeBank and this is the first feature I looked for before switching across, as I have a number of pre-built reports in Microsoft Money that I can just run. This feature of saving report filters would therefore be a great addition.

[Marcus Cripps (marcuscripps)]

As an aside, I tag holiday-related transactions with the holiday name so I have reports to show me expenditure on each holiday. In creating a filter that uses Tags, it would be nice if it would let me select from the list of tags created as I have to remember the tag name and free type it. I also can't figure out how to add more than one tag to a filter. Can filters only use one tag?

[Maxime DOYEN (mdoyen)]

@marcus: for now yes, but I definitely need to make it as a checklist as well for the tag filters !

[Mistyk (skrzynkapanamarcina)]

Feature back on track :) Great news Maxime! :) Can't wait to use it :)

[Mistyk (skrzynkapanamarcina)]

Will this feature appear in version 5.5 ?

What does "In Progress → Confirmed" status mean?

[Maxime DOYEN (mdoyen)]

in 5.5, no, it will not be ready
confirmed = Verified by someone other than the reporter.
means I will do the wish some day

[Mistyk (skrzynkapanamarcina)]

It's a pity that You won't be able to do this now.
I am waiting for this option very much.
I hope it arrives as soon as possible. Version 5.5.1? :)

[R Collin (collinrog)]

I switched from MoneyDance to HomeBank about a year ago as I found HomeBank more responsive and nicer to use. However saved reports is the one feature that I find missing in the HomeBank feature set! In MoneyDance you could access a complex saved report and graph with a click of the button.

[gromk13 (gromk)]

Hello Maxime,
I find it also very disappointing that this feature is postponed once again. It has been on top of the wishlist for years. It severely impairs the usability and should have been included since the first releases many years ago. It is a pain to go through the process of clicking all the desired options everytime, let alone remembering them. Why not pushing a "dirty" fix right now, and tackling all the refactoring you aim for under the hood, at a slower pace (without greedy users pressuring you constantly :D).
Anyway, thank you for your devotion
Jérome

[Maxime DOYEN (mdoyen)]

Well, you could have been disappointed if this feature was rejected or canceled, but hey... it still there.

Managing such a project requires that you makes choice, and group feature ready for a release.
On the other hand, if some are not ready, or because you face a problem that requires more time than expected at start to be achieved... then you logically postpone them, period.

@gromk13: this feature is not that old, and older one, by far, is going to be released and equally or even more valuable.
"Dirty" has nothing to deal with programming, people of my generation "do it right or don't do it".

So... Relax, breath and wait.

M.

[gromk13 (gromk)]

"Dirty" has nothing to deal with programming, people of my generation "do it right or don't do it".

To be perfectly honest, this is also the way I always work. My suggestion was motivated by pure eagerness :)

Glad to hear the feature is still on track (and that it will be implemented "the right way" ;)

[Mistyk (skrzynkapanamarcina)]

:( It is a pity that this task is postponed all the time...

[Flip Flop (flzox)]

Hi Maxime,
first of all, thanks a lot fort this remarquable work !
Any chance to see this feature comming soon ? I Can't wait to use it as this would really make your soft very powerful for budget analysis :)

[Armin Weber (bovi7)]

Hello Makime
Coming from Ms Money I kind of miss the saving report feature. I see it is planned with version 6. Thank you in advance and thank you so much for this incredible piece of software!

[Armin Weber (bovi7)]

Maxime, sorry for the typo..

[HelloTheWorld (loic-dupont)]

Let's hope it for milestone 6.0

...and we will wait if it's not for this Release 😁

[Maxime DOYEN (mdoyen)]

after reading all associated duplicate through the time: I split it into 2 separate feature:

1) #613894 wish: saved filter list to use in both report and register

2) #1335427 wish: custom report like in Quicken or MMEX