wish: Allow showing only short/medium-term scheduled operations in the main window's overview

Bug #1857636 reported by Jeff Fortin Tam
20
This bug affects 4 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Released
Wishlist
Maxime DOYEN

Bug Description

I have a couple of operations that are scheduled to be recurring on a yearly basis (ex: yearly membership fees) instead of monthly.

The problem is that the "Planned operations" horizontal pane in the main window shows them all year round, which is not helpful to me, it actually masks/drowns the more "important" short/medium-term operations (ex: the bill payment transactions scheduled to happen at the beginning of the next month).

Currently half of the stuff listed in there is annual, which for me is visual noise and also messes up the "Total" amount at the bottom (which would otherwise be useful to figure out how much money I need to have in my chequing account for the short term).

I don't need to see these things until the deadline draws near.
I would like it to be able to show only things that are due in less than 90 (or even 60 or 30) days.

Running Homebank 5.2.8 on Fedora 31 (but it affects any homebank version)

Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
importance: Undecided → Wishlist
milestone: none → 5.3.2
status: New → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → In Progress
Revision history for this message
Maxime DOYEN (mdoyen) wrote :

something like that should to the job with high flexibility
you can input 0 = off to 366 days ahaead

Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: 5.3.2 → none
Maxime DOYEN (mdoyen)
tags: added: settings user-interface
Maxime DOYEN (mdoyen)
Changed in homebank:
milestone: none → 5.5
Revision history for this message
Mistyk (skrzynkapanamarcina) wrote :

I also suggests adding a "This month" option.
This would help a lot in determining the amount of money that still needs to be spent and does not require you to enter the number of days until the end of the month each time.
THX

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

I have added:
- this month
- next month
----
next 30 days
next 60 days
next 90 days
-----
All

Changed in homebank:
status: In Progress → Fix Committed
Revision history for this message
Mistyk (skrzynkapanamarcina) wrote :

Great, thx!

Revision history for this message
Mistyk (skrzynkapanamarcina) wrote :

Hi

I just tested this option You add and i have one more suggestion.
Can You add option to set exact number of days to show?

That's because I'm interested in how much I have to spend until my next paycheck. I have payouts on the 10th of the month so I am always interested in how much I have to spend up to and including the 9th of the month.

For example: If we have December 14th, I would like to know how much I am spending by January 9th.

Alternatively, adding the option showing expenses up to the 9th of the month would be ok.

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Fix Committed → Fix Released
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