wish: statistic report by accounts groups

Bug #1910935 reported by TG
34
This bug affects 4 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

Wish:

I would find it helpful to view reports by account groups.

Description of the desired use case: I created one Homebank account with many accounts, grouped by 4 groups: Adult 1, Adult 2, Kid 1 and Household. Now, under reports, I can take a look of a specific group of accounts.

Tags: report
Revision history for this message
Mistyk (skrzynkapanamarcina) wrote :

Great idea TG!

Maxime DOYEN (mdoyen)
tags: removed: accountgroup
Maxime DOYEN (mdoyen)
Changed in homebank:
importance: Undecided → Wishlist
Revision history for this message
Neal Haas (nh3456) wrote :

I like this idea and would like to extend it further. I would like to see the same options as seen on the Home/Summary where you have:
1. checkbox for "Show all"
2. 3 radio buttons to show collection
   a. By type
   b. By group
   c. By institution

I have another idea - which may require it's own ticket - to color-code line graphs by whatever the choice is. It may be a crazy amount of colors, so reserving that capability for courser things like type/group/institution may make more sense.
The idea here is to see a stacked chart like this http://3.bp.blogspot.com/-0OTRww9g6P0/U-Y4OFhSqdI/AAAAAAAABzc/4j-m7le8Q1U/s1600/stacked%2Barea%2B2.png

Maxime DOYEN (mdoyen)
tags: added: data-structure report
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

The new feature Report Account balances for each month #1886757 is really great.
I would like to have it on account group.
I use Account group to group several accounts in a category, group like cash, spare, crypto, stocks etc. Thanks

Maxime DOYEN (mdoyen)
summary: - wish: Report of accounts groups
+ wish: Report of accounts groups, mayube type, institution
summary: - wish: Report of accounts groups, mayube type, institution
+ wish: Report of accounts groups, maybe type, institution
Maxime DOYEN (mdoyen)
summary: - wish: Report of accounts groups, maybe type, institution
+ wish: Report by accounts groups
Revision history for this message
Maxime DOYEN (mdoyen) wrote : Re: wish: Report by accounts groups

account group done for stats (income/expense report)

Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
milestone: none → 5.7.3
status: New → Fix Committed
Maxime DOYEN (mdoyen)
tags: removed: data-structure
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → In Progress
Maxime DOYEN (mdoyen)
summary: - wish: Report by accounts groups
+ wish: statistic report by accounts groups
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

added to home chart

Changed in homebank:
status: In Progress → Fix Committed
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

I keep the feature in 5.7.3, but this will be officially released with 5.8

Changed in homebank:
milestone: 5.7.3 → 5.8
Revision history for this message
yoyo (yoyo-ebox) wrote :

Hello, I just want to say thanks. I use this feature weekly in 5.7.4 and it works fine for me : in the home-screen and in the statistics/reports

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
Revision history for this message
TG (tiagograca) wrote :

Thank you for your hard work on this. It's appreciated :)

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