wish: budget indepedant per year/month

Bug #590387 reported by Fabio Puddu on 2010-06-06
42
This bug affects 9 people
Affects Status Importance Assigned to Milestone
HomeBank
Wishlist
Maxime DOYEN

Bug Description

If in January I update my budget forecast for the new year, the new budget is taken as a reference also for the previous year expenses. For example this makes it impossible to to know in June 2010 if my June 2009 expenses were below or above the June 2009 budget.
Probably the "edit budget" window should contain a field "Year" to help set a different budget for different years.

Maxime DOYEN (mdoyen) wrote :

This is an improve to be done (yearly budget)
In waiting, you can export/import budget as/from csv file.

Changed in homebank:
assignee: nobody → Maxime DOYEN (mdoyen)
importance: Undecided → Wishlist
status: New → Confirmed
summary: - new year monthly budget overwrites previous one
+ wish : improve budget to year budget

Thanks for the answer, I understood later that it was more a wish than bug. I'll do the import/export you suggested meanwhile.

olenus (vladimiralarcon) wrote :

Very interesting. Actually I was using HomeBank and I needed a monthly budget. I mean, once I'm in the current month (or just before starting it) I would like to "freeze" the budget for the current month. For me the current way of defining a budget looks more like a good layout for the future budgets, though the real budget will be tweaked and "established" (saved) at the begining of the month. The Budget Report, of course, should work against the established report. If there's no establishged report, then a message should appear stating that a budget needs to be established for the Budget Report to work.

Just my wish :)

Maxime DOYEN (mdoyen) on 2012-10-28
tags: added: budget
slodki (slodki) on 2015-09-29
summary: - wish : improve budget to year budget
+ wish: improve budget to year budget
Maxime DOYEN (mdoyen) on 2018-03-29
summary: - wish: improve budget to year budget
+ wish: budget indepedant per year/month
description: updated
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