saul / finance Goto Github PK

On the overview page, a graph showing the amount spent for each category in/out should be shown at the top of the page. This should be a stacked bar chart using the Google Charts API:

• Money in
• Money out
  • Previous month
  • Average month (optional, to consider)
  • Month so far
  • Budgeted

Currently the app only supports a single account (and single user, see #7). Multiple bank account support should be added to the system.

Currently the site assumes only one user. Add the ability to login as a different user and provide authentication.

Add ability to budget weeks and months

Acceptance criteria:

• Separate, non-overlapping budgets can be applied to months
• Easy to view week and month spending against a set budget
• Budgets set optimum spending for each category

Reproduction steps:

1. Click a category on the dashboard
2. Hit "Escape"/blur focus so the category dropdown reverts to static text
3. Click the category again

Statement importing will currently result in duplicate transactions if the time period of the importee overlaps a previous statement.

At the moment it's not possible to add a new pattern to existing counterparties. The functionality should be similar to the "Create Counterparty" view.

It should be possible to change transaction category from the overview page.

Change transaction category (from transaction list in place, in bulk via selecting table rows):

• use Javascript drop-down (selectize)
• able to create new categories
• orphaned categories are deleted on change
• order categories by most recently used

Also have a tickbox named something like "Categorise all uncategorised transactions for ".
If this tickbox is set, all uncategorised transactions for that counterparty will be irreversibly categorised with the new category