wish: budget configurable for different year

Bug #590387 reported by Fabio Puddu
142
This bug affects 25 people
Affects Status Importance Assigned to Milestone
HomeBank
New
Wishlist
Unassigned

Bug Description

If in January I update my budget forecast for the new year, the new budget is taken as a reference also for the previous year expenses. For example this makes it impossible to to know in June 2010 if my June 2009 expenses were below or above the June 2009 budget.
Probably the "edit budget" window should contain a field "Year" to help set a different budget for different years.

Revision history for this message
Maxime DOYEN (mdoyen) wrote :

This is an improve to be done (yearly budget)
In waiting, you can export/import budget as/from csv file.

Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
importance: Undecided → Wishlist
status: New → Confirmed
summary: - new year monthly budget overwrites previous one
+ wish : improve budget to year budget
Revision history for this message
Fabio Puddu (fabius) wrote : Re: wish : improve budget to year budget

Thanks for the answer, I understood later that it was more a wish than bug. I'll do the import/export you suggested meanwhile.

Revision history for this message
olenus (vladimiralarcon) wrote :

Very interesting. Actually I was using HomeBank and I needed a monthly budget. I mean, once I'm in the current month (or just before starting it) I would like to "freeze" the budget for the current month. For me the current way of defining a budget looks more like a good layout for the future budgets, though the real budget will be tweaked and "established" (saved) at the begining of the month. The Budget Report, of course, should work against the established report. If there's no establishged report, then a message should appear stating that a budget needs to be established for the Budget Report to work.

Just my wish :)

Maxime DOYEN (mdoyen)
tags: added: budget
slodki (slodki)
summary: - wish : improve budget to year budget
+ wish: improve budget to year budget
Maxime DOYEN (mdoyen)
summary: - wish: improve budget to year budget
+ wish: budget indepedant per year/month
description: updated
Maxime DOYEN (mdoyen)
summary: - wish: budget indepedant per year/month
+ wish: configurable independent time frame of budgeting
Revision history for this message
Guus Bonnema (gbonnema) wrote : Re: wish: configurable independent time frame of budgeting

Additional for this wish, in stead of a yearly budget, would it be possible to have budgets for non-overlapping periods? So you could say budget-01 is from 2017-01 - 2017-05 and the next budget is 2017-06 without end-date.

So determining underbudget or overbudget would be depending on the date of the expense or income category.

In summary: a budget for a specific period.

P.S. This is probably not easy to combine with the Australian wish of pensionators to make the minimum of a one or two week period, but ..... who knows.

Maxime DOYEN (mdoyen)
summary: - wish: configurable independent time frame of budgeting
+ wish: budget adons: timeframe and others
summary: - wish: budget adons: timeframe and others
+ wish: budget addons: timeframe and others
Maxime DOYEN (mdoyen)
tags: added: data
tags: added: data-structure
removed: data
Maxime DOYEN (mdoyen)
summary: - wish: budget addons: timeframe and others
+ wish: budget maybe enhancement
Changed in homebank:
status: Confirmed → New
assignee: Maxime DOYEN (mdoyen) → nobody
Maxime DOYEN (mdoyen)
summary: - wish: budget maybe enhancement
+ wish: budget configurable for different year
Revision history for this message
Eric S (smoysauce) wrote :

Having the ability to have and reference my previous years budgets as well as set future years would be amazing, especially to help spot trends over the years.

Revision history for this message
Lindsay Lorden (ludwigwn) wrote (last edit ):

Entering budget info can be tedious, but the results that follow become very useful & insightful for the user. Programming a more feature-rich one into HomeBank will not be an easy task though! Your effort to keep HomeBank useful yet user-friendly is much appreciated Maxime.
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My 'budget' feedback for what it's worth:
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Entering a new budget each year from scratch was a bugbear I found with the previous package I used and it fell out of use for me because of that reason.
Hence if the budget is associated with a year (or some date range), it would also be good to be able to 'copy' the current budget into a new one which you can then update rather than having to enter every $ amount for every category/subcategory again. Just updating the ones you need to would then be a much quicker exercise as well as providing you an indication of what the "last budget's value" was as a prompt for what might it change by. Hope that's understandable gooble-de-kook!
Probably doable with export/import at least in the short-term, but would be easier for the user interface to have a "create new budget from [selected] past budget" button which you then somehow update the date/year/date-range for before it can be saved - then as the user you can update the values as required.

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