wish: charts for stat over time items (pay, cate, acc...) report

Bug #1173135 reported by Juan Sorroche on 2013-04-26
116
This bug affects 16 people
Affects Status Importance Assigned to Milestone
HomeBank
Wishlist
Maxime DOYEN

Bug Description

Une fonctionnalité intéressante serait de pouvoir afficher un rapport de tendance dans le temps de toutes les catégories. Actuellement, si l'on veut suivre l'évolution des dépenses dans les catégories "Alimentation", "Logement" et "Automobile", il faut les sélectionner un par un. Ce serait vraiment pratique de les afficher cote à cote, en proposant par exemple un tableau de ce type :

        | Jan 2013 | Fév 2013 | (...) | Moyenne | Total
Catégorie 1 | - 200,45 | -198,00 | (...) | -292,16 | 2000,12
Catégorie 2 | (...)
Catégorie 3 | (...)
Catégorie 4 | (...)
Catégorie 5 | (...)
(...)

Qu'en pensez-vous ?

description: updated
description: updated
description: updated
Maxime DOYEN (mdoyen) on 2013-06-09
Changed in homebank:
assignee: nobody → Maxime Doyen (mdoyen)
importance: Undecided → Wishlist
status: New → Confirmed
Maxime DOYEN (mdoyen) on 2014-06-29
tags: added: report
slodki (slodki) on 2015-09-29
summary: - wish : éditer un rapport statistique affichant plusieurs mois
+ wish: éditer un rapport statistique affichant plusieurs mois
Maxime DOYEN (mdoyen) on 2016-04-02
summary: - wish: éditer un rapport statistique affichant plusieurs mois
+ wish: new report to show all categories over time

Hello,

First, I would like to thank you for this great software!

I am also interested in this feature. I think it is also related to following whishes:
 - https://bugs.launchpad.net/homebank/+bug/1583315
 - https://bugs.launchpad.net/homebank/+bug/660275 topic 2

When generating those trends graphics in a line format with categories, I have seen that:
 - for visibility, small categories could be grouped, like it is done in the main window "Where your money goes". Maybe it would be good to select the number of category displayed (5-6-7...)
 - if we could select the order of each category this would help. For example, set at the bottom fixed incomes or expense for a better visualization (see attached picture).

Thank you.

Maxime DOYEN (mdoyen) wrote :

add from #1626225

This report is the one I miss the most from my proprietary software days...

The headers along the top read for each month with one additional column for the yearly total.

Each row is a subcategory (indented), with the super-category (not indented) either a leading or trailing total.

One final row at the end shows the cashflow balance for that month (gaining or losing money), which is just the sum of all the above income/expenses.

In Quicken, I'm pretty sure this used to be called "Category Summary", but I was not able to easily find it on the web.

This is the closest I found, which I'll try to attach too:
http://www.mybudgetplanner.com/upgrade/1-6/ReportMonthly.jpg

Maxime DOYEN (mdoyen) on 2017-02-05
Changed in homebank:
milestone: none → 5.2
Robert (pv-ubuntuone) wrote :

I'm excited to see this feature scheduled! With this report, I think that homebank will eventually become the #1 open source finance software.

Maxime DOYEN (mdoyen) wrote :

@Robert
In quicken this is probably the income/expense by category
here's a capture

Maxime DOYEN (mdoyen) wrote :

But I definitely prefer that one:

Hi all,

I'm very excited to see this feature brought to life, too!

Here is another possible kind of data visualisation, one line per category:
https://img.washingtonpost.com/blogs/wonkblog/files/2013/05/spending-by-budget-category-800x457.jpg

Just an idea ;)

Cheers,
Nico

Le 05/02/2017 à 22:51, Maxime Doyen a écrit :
> But I definitely prefer that one:
>
>
> ** Attachment added: "YNAP-incexp.PNG"
> https://bugs.launchpad.net/homebank/+bug/1173135/+attachment/4813772/+files/YNAP-incexp.PNG
>

Maxime DOYEN (mdoyen) on 2018-02-21
Changed in homebank:
milestone: 5.2 → none
Maxime DOYEN (mdoyen) on 2018-11-11
Changed in homebank:
status: Confirmed → In Progress
Maxime DOYEN (mdoyen) on 2018-11-11
Changed in homebank:
milestone: none → 5.3

Hello - just to say thank you for working on this. It's the most useful report for me from MS Money and I'd finally be able to drop it if it appears in Homebank. And Windows too!

Maxime DOYEN (mdoyen) on 2019-05-18
summary: - wish: new report to show all categories over time
+ wish: new report to show all items (pay, cate, acc...) over time
Maxime DOYEN (mdoyen) on 2019-05-18
Changed in homebank:
status: In Progress → Confirmed
Maxime DOYEN (mdoyen) on 2019-06-08
Changed in homebank:
milestone: 5.3 → none
Maxime DOYEN (mdoyen) on 2019-08-10
Changed in homebank:
status: Confirmed → In Progress
Maxime DOYEN (mdoyen) wrote :

table view is finished, see screenshots and will be shipped with 5.3
other parts, like charts, detail, export and tuning will come in later releases

Changed in homebank:
milestone: none → 5.3
Andreas Nicolai (ghorwin) wrote :

Great work Maxime. While populating the table view, do you store the entries that created a particular sum? It would be helpful for a later drill-down feature, if each tablecell would have a list-property that references the original entry that was added in this cell.

For example: you have a sum of "car related expenses" in the last year of xxx €. By double-clicking on the cell you cell a table view with a break-down of each entry in this year, so a table with a date/transaction per row and a column with the individual value.

-Andreas

Maxime DOYEN (mdoyen) on 2020-01-06
Changed in homebank:
milestone: 5.3 → none
Maxime DOYEN (mdoyen) on 2020-01-08
summary: - wish: new report to show all items (pay, cate, acc...) over time
+ wish: charts for overtime items (pay, cate, acc...) report
Maxime DOYEN (mdoyen) on 2020-01-09
summary: - wish: charts for overtime items (pay, cate, acc...) report
+ wish: charts for stat over time items (pay, cate, acc...) report
TISSENDIER (ptissendier) wrote :

Bonjour,
Excellent travail Maxime.
Serait-il possible d'ajouter au rapport statistiques dans le temps un niveau de rupture supplémentaire Dépenses/Revenus ou Revenus/Dépenses avec sous-total.
Merci de votre compréhension.

Chris Simon (osiangwynedd) wrote :

Many many thanks for this report, I can't begin to tell you how incredibly useful this is. I would like to add one request - could you make a vertical total entry, in the same way as you've got a horizontal total? So for example if you've chosen to view by an interval of Month, you basically get a net credit/debit for the month at the bottom of each month column. I know these totals can be obtained in other ways but it would be useful to have them shown on this report.

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