wish: budget report to show not-budgeted amount

Bug #2023696 reported by Ajith Kuriakose
30
This bug affects 5 people
Affects Status Importance Assigned to Milestone
HomeBank
Fix Committed
Wishlist
Maxime DOYEN

Bug Description

It would be great if the budget report could show a line which has all sum/all transactions that are not part of the categories set up for the budget. That way, it's clear if there was an un-budgeted expense for the current time window and the User can choose to ignore it or add a budget for the future.

Tags: budget report
Maxime DOYEN (mdoyen)
Changed in homebank:
importance: Undecided → Wishlist
Maxime DOYEN (mdoyen)
tags: added: budget report
Revision history for this message
gingeroots (gingeroots) wrote :

I second this! Being just back from holidays, I didn't budget my vacation expenses and would appreciate to see how much they reflect on my overall budget.

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

ok, please confirm:

in total mode (by category):
- it will be a line at bottom of the list ?

in time mode (by month)
- it needs to be a column for each month, no ?

in both this is not into the graph

Changed in homebank:
status: New → Incomplete
summary: - wish: Show non budgeted transactions
+ wish: buegt report to show not-budgeted amount
summary: - wish: buegt report to show not-budgeted amount
+ wish: budget report to show not-budgeted amount
Revision history for this message
Ajith Kuriakose (ajithmelvin) wrote :

in total mode (by category):
- it will be a line at bottom of the list ?
- [AK] That would be the best place to put it. This way, when you filter the transactions you can see non-budget transactions in any time window.

in time mode (by month)
- it needs to be a column for each month, no?
- [AK]This might not be necessary. The difference between spent and budgeted should give you an indication you are over, and from there we can switch to total mode for drilling into the details.

in both this is not into the graph [AK] Agreed

Maxime DOYEN (mdoyen)
Changed in homebank:
status: Incomplete → Confirmed
Maxime DOYEN (mdoyen)
Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
milestone: none → 5.8
Maxime DOYEN (mdoyen)
Changed in homebank:
status: Confirmed → Fix Committed
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