wish: Saved filters to quickly access common datasets

Bug #1606714 reported by Chris on 2016-07-26
This bug affects 36 people
Affects Status Importance Assigned to Milestone
Maxime DOYEN

Bug Description

I would like to be able to tell HomeBank to save the filter as a report that I can run again at any time, without having to manually enter the date, accounts, payment, free-text info/memo and amount, etc.

This is useful to see how much a certain category has received, or how many withdrawals an account has had in the last calendar month. The logic can all be applied from within the GUI already, HB just needs to be able to remember these filters and reapply them, as if by macro.

Thanks for all the hard work! If I knew C, I would offer a patch. :)

Maxime DOYEN (mdoyen) wrote :

add from #1639468

t would be very useful if there was a fast way to save and reopen the filters set during the using of your program.

My "2 cents":
- A combo box in the top right of the "Statistics Report" (and the other reports) window where you can choose the filter to apply;
- [Use only], [Save] and [Delete] buttons to manage the filter currently set in "Edit Filter" window;
- A warning to avoid the overwriting of the filters;
- In "Statistics Report" window, the name of the filter has to be visible;
- The choice of the filter in the combo box will set and apply the filter parameters, and if the user open the "Edit Filter" window, the parameters set are those currently in use;
- The filter should be able to have a free long name like "EDF invoices from 2012 to 2016";
- The combo box may also appear in the Filter window, in order to switch easily between the saved filters;
- Filters should be stored in external files (one file, one filter) in order to make the sharing easier between projects and/or users. It would be nice if you could also modify it with a simple text editor;
- In the "Preferences" pane, a way to set the path where you have to save the files of the filters;
- To populate the combo box, your program has only to read the filename of the files found in their folder (Preferences pane...) and link to it. For example, it might find: "EDF invoices from 2012 to 2016.xhb_filter";
- The opening of the "Statistics Report" (and the other Report, obviously) force to reread the filter's path.

Wow... how much stuff!
(Please, do not hate me! :)

Grazie davvero.
Ciao, TonyIT

Maxime DOYEN (mdoyen) on 2017-02-10
Changed in homebank:
importance: Undecided → Wishlist
Maxime DOYEN (mdoyen) on 2017-11-02
tags: added: data-structure re
tags: added: report
removed: re
Aurelien Vabre (valkalon) wrote :

Dear Maxime,

I also join this feature request.
Your software is amazing, the ability to save filters would
make it even more awesome.

I'm happy to provide more details on usage if you need.


Maxime DOYEN (mdoyen) on 2018-11-10
Changed in homebank:
status: New → In Progress
Maxime DOYEN (mdoyen) on 2018-11-10
Changed in homebank:
milestone: none → 5.3
assignee: nobody → Maxime DOYEN (mdoyen)
Maxime DOYEN (mdoyen) on 2019-01-26
Changed in homebank:
milestone: 5.3 → none
gromk13 (gromk) wrote :

Hi Maxime,
Did you give up the development of this feature or just postpone it to a 5.3.x subversion ?
Thank you

Maxime DOYEN (mdoyen) on 2019-05-08
Changed in homebank:
status: In Progress → Confirmed
R Collin (collinrog) wrote :

I would also find the ability to save Statistics Report displays and filters details really useful. Also this is my first post and I really appreciate your great quality software! Homebank is so good for organizing personal finances.
Best regards, Roger Collin

Maxime DOYEN (mdoyen) on 2019-05-18
summary: - wish: Saved report filters to quickly access common datasets
+ wish: Saved filters to quickly access common datasets
Maxime DOYEN (mdoyen) wrote :

@gromk13: I never give a feature, just postponed it, as some refactoring is required first and not finished, so I need to parcel out this dev.

Marcus Cripps (marcuscripps) wrote :

I am just considering migrating from Microsoft Money to HomeBank and this is the first feature I looked for before switching across, as I have a number of pre-built reports in Microsoft Money that I can just run. This feature of saving report filters would therefore be a great addition.

Marcus Cripps (marcuscripps) wrote :

As an aside, I tag holiday-related transactions with the holiday name so I have reports to show me expenditure on each holiday. In creating a filter that uses Tags, it would be nice if it would let me select from the list of tags created as I have to remember the tag name and free type it. I also can't figure out how to add more than one tag to a filter. Can filters only use one tag?

Maxime DOYEN (mdoyen) wrote :

@marcus: for now yes, but I definitely need to make it as a checklist as well for the tag filters !

Maxime DOYEN (mdoyen) on 2020-01-06
Changed in homebank:
status: Confirmed → In Progress
Maxime DOYEN (mdoyen) on 2020-04-10
Changed in homebank:
milestone: none → 5.5
Mistyk (skrzynkapanamarcina) wrote :

Feature back on track :) Great news Maxime! :) Can't wait to use it :)

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