wish: add option to show x days future ledger txn

Bug #1338052 reported by Marcus27
8
This bug affects 1 person
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

HI! This is not a bug, but a wish. I use homebank to help me forcast my bills, so the scheduling feature is very important. I have most of my bills set to automatically be entered 42 days in advance. this allows me to balance income and expenses.
What I would like to have the program do is automatically include scheduled transactions when I filter. I usually set the filter for the "last 30 days", but the filter only gives me up to the present day. It would be helpful if future transactions are also included by default or by preference without having to change the "To" date on the filter edit dialogue.
That would be most helpful! Thanks for doing what you can on this, as I really enjoy using homebank.

:)
Marcus

Revision history for this message
TonyIT (nc8430) wrote :

+1 !
I wanted to ask the same thing but you were faster than me. :)

Yes, a "Show from the past 30 days to next 30" would be great!

Ciao e grazie.
TonyIt

Maxime DOYEN (mdoyen)
summary: - Filter tweak needed
+ wish: filter and future transaction
Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: nobody → Maxime Doyen (mdoyen)
importance: Undecided → Wishlist
status: New → Confirmed
Revision history for this message
TonyIT (nc8430) wrote : Re: wish: filter and future transaction

I saw the new setting "Always show remind transactions" in the Preferences panel. This affect only the transactions in remind state and if the state have to change, these transactions disappear. You have to change the filter (show all date) or wait for the date.

I think it maybe more useful if this will change in "Always show future transactions that fall in [X[ days." regardless of the state. Or something like this.
Where X is a selectable value.

For my purpose, I'll set the X=45, but everyone has their necessity.

Grazie.
TonyIT

Maxime DOYEN (mdoyen)
summary: - wish: filter and future transaction
+ wish: add option to show x days future txn
Changed in homebank:
milestone: none → 5.1
Maxime DOYEN (mdoyen)
summary: - wish: add option to show x days future txn
+ wish: add option to show x days future ledger txn
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → In Progress
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.1 → 5.0.4
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

I added a new option in to transaction preferences:
show XX days in advance the current date where xx is from 0 to 366

then when you select a range into the register window, one of the following this xx value is added to the maxdate:

THISMONTH:
THISQUARTER:
THISYEAR:
LAST30DAYS:
LAST60DAYS:
LAST90DAYS:
LAST12MONTHS:

for other values it not really make sense

Changed in homebank:
status: In Progress → Fix Committed
Revision history for this message
Marcus27 (yodarick) wrote : RE: [Bug 1338052] Re: wish: add option to show x days future ledger txn

Thank you so much, Maxime!!
Rick

-----Original Message-----
From: "Maxime Doyen" <email address hidden>
Sent: ‎8/‎18/‎2015 8:11
To: "<email address hidden>" <email address hidden>
Subject: [Bug 1338052] Re: wish: add option to show x days future ledger txn

I added a new option in to transaction preferences:
show XX days in advance the current date where xx is from 0 to 366

then when you select a range into the register window, one of the
following this xx value is added to the maxdate:

THISMONTH:
THISQUARTER:
THISYEAR:
LAST30DAYS:
LAST60DAYS:
LAST90DAYS:
LAST12MONTHS:

for other values it not really make sense

** Changed in: homebank
       Status: In Progress => Fix Committed

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report.
https://bugs.launchpad.net/bugs/1338052

Title:
  wish: add option to show x days future ledger txn

Status in HomeBank:
  Fix Committed

Bug description:
  HI! This is not a bug, but a wish. I use homebank to help me forcast my bills, so the scheduling feature is very important. I have most of my bills set to automatically be entered 42 days in advance. this allows me to balance income and expenses.
  What I would like to have the program do is automatically include scheduled transactions when I filter. I usually set the filter for the "last 30 days", but the filter only gives me up to the present day. It would be helpful if future transactions are also included by default or by preference without having to change the "To" date on the filter edit dialogue.
  That would be most helpful! Thanks for doing what you can on this, as I really enjoy using homebank.

  :)
  Marcus

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Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
Revision history for this message
Marcus27 (yodarick) wrote :

Thank you :)

Sent from my T-Mobile 4G LTE Device-------- Original message --------From: Maxime Doyen <email address hidden> Date: 9/11/2015 18:08 (GMT-05:00) To: <email address hidden> Subject: [Bug 1338052] Re: wish: add option to show x days future ledger txn
** Changed in: homebank
       Status: Fix Committed => Fix Released

--
You received this bug notification because you are subscribed to the bug
report.
https://bugs.launchpad.net/bugs/1338052

Title:
  wish: add option to show x days future ledger txn

Status in HomeBank:
  Fix Released

Bug description:
  HI!  This is not a bug, but a wish.  I use homebank to help me forcast my bills, so the scheduling feature is very important.  I have most of my bills set to automatically be entered 42 days in advance.  this allows me to balance income and expenses.
  What I would like to have the program do is automatically include scheduled transactions when I filter.  I usually set the filter for the "last 30 days", but the filter only gives me up to the present day.  It would be helpful if future transactions are also included by default or by preference without having to change the "To" date on the filter edit dialogue.
  That would be most helpful!  Thanks for doing what you can on this, as I really enjoy using homebank.

  :)
  Marcus

To manage notifications about this bug go to:
https://bugs.launchpad.net/homebank/+bug/1338052/+subscriptions

Revision history for this message
Marius J. (turkal) wrote :

Hi,

I tried to use this feature but it is not working on Homebank 5.0.6

1. When I set the option to "show XX days in advance the current date", the future transactions that are in this specific range are not shown.

2. If I quit Homebank and relaunch it, the setting is reset to "Show *0* days in advance the current date".

FYI, I tried with different date ranges, the default for me being "last 12 months".

Thanks

Revision history for this message
Marcus27 (yodarick) wrote :

Hi!  The feature does work, but you are right, if you set it to show days in the future, the setting is not saved.  Hope it will be fixed in the future.However, to see your transactions in the register window, I have found them to appear after I change the range.  My default is "this month".  I change it to last 30 days and the future transactions appear.
Rick

OODA-------- Original message --------From: "Marius J." <email address hidden> Date: 12/29/2015 14:55 (GMT-05:00) To: <email address hidden> Subject: [Bug 1338052] Re: wish: add option to show x days future ledger txn
Hi,

I tried to use this feature but it is not working on Homebank 5.0.6

1. When I set the option to "show XX days in advance the current date",
the future transactions that are in this specific range are not shown.

2. If I quit Homebank and relaunch it, the setting is reset to "Show *0*
days in advance the current date".

FYI, I tried with different date ranges, the default for me being "last
12 months".

Thanks

--
You received this bug notification because you are subscribed to the bug
report.
https://bugs.launchpad.net/bugs/1338052

Title:
  wish: add option to show x days future ledger txn

Status in HomeBank:
  Fix Released

Bug description:
  HI!  This is not a bug, but a wish.  I use homebank to help me forcast my bills, so the scheduling feature is very important.  I have most of my bills set to automatically be entered 42 days in advance.  this allows me to balance income and expenses.
  What I would like to have the program do is automatically include scheduled transactions when I filter.  I usually set the filter for the "last 30 days", but the filter only gives me up to the present day.  It would be helpful if future transactions are also included by default or by preference without having to change the "To" date on the filter edit dialogue.
  That would be most helpful!  Thanks for doing what you can on this, as I really enjoy using homebank.

  :)
  Marcus

To manage notifications about this bug go to:
https://bugs.launchpad.net/homebank/+bug/1338052/+subscriptions

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