wish: Add "budgetary line" fields for transactions

Bug #1493439 reported by Etienne Boisseau on 2015-09-08
26
This bug affects 3 people
Affects Status Importance Assigned to Milestone
HomeBank
Wishlist
Maxime DOYEN

Bug Description

I'm migrating from Grisbi, since HomeBank appear for more dynamic in it development, for the ergonomic, and the graphics that I was missing.
I'm really happy with HomeBank, thank you really much for what you've done!
But I am still used to a functionality of Grisbi that I am now missing, and that would make (for me) this software just perfect : it's the "budgetary attribution" (with sub-budgetary) field.

I.e. I want to be able to categorize my expenses according to "what it is" (category), but also "why/what for do I spend the money" (attribution).
E.g. I spend some money during August in categories Food/Restaurant, Transportation/Train, and Culture/Museum. What I would like to do, is to *also* class them in "Holidays/Summer 2015".
Tags don't appear satisfactory for me since there is no sub-tag, and no diagram according to tags.

IMHO, it is exactly the same principle than "Categories", but with another name.

The point then would be to be also able to generate graphs according to "Categories" or according to "Attributions".

Thanks a lot!

slodki (slodki) on 2015-09-29
summary: - whish: Add "budgetary attribution" fields for transactions
+ wish: Add "budgetary attribution" fields for transactions

I need to think more about this first

Changed in homebank:
assignee: nobody → Maxime Doyen (mdoyen)
importance: Undecided → Wishlist

Yipee! (-;

More seriously, if we consider that "Categories" describes the "What" of our expenses, "budgetary attribution" can be seen as an independent axis of analysis.
This could be either the "Why" of our expenses (e.g. for my vacation flight-ticket : What="Transport/Airplane" ; Why="Vacations/2016_Summer"), or it can be use to have analyze the types of our expenses (e.g. "Regular monthly bills", "Every-day life", "Extras" OR "Him", "Her", "Children"), etc.

Glad if this feature is implemented!
All the best.

Maxime DOYEN (mdoyen) on 2016-11-05
tags: added: report
Maxime DOYEN (mdoyen) on 2017-02-04
tags: added: data-structure
removed: report
Thirty three (dites33) wrote :

I strongly second this wish.
I previously tried with the "tags" feature without success (tags are not manageable nor at the same place as categories in forms, for exemple).

Hope this will be implemented a day :)
Thanks !

Maxime DOYEN (mdoyen) on 2019-05-19
summary: - wish: Add "budgetary attribution" fields for transactions
+ wish: Add "budgetary line" fields for transactions
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