tiberiusteng / financisto1-holo Goto Github PK

To reproduce:

• In settings -> entities -> exchange rates
• select a desired currency pair, es EUR - USD
• you will see all the historical values you inserted in the past
• add a new exchange value, eg as of today and hit save
• all the values disappear form the list of EUR Vs USD (the bug)
• select again from the drop-down list either USD or EUR and the list would get populated

That's it. So the values (both the old ones and the recently added one) are there, just the refresh does not work after adding the new one.

Greetings

If in new transaction screen first input amount, after that the type of coosen category (income/expense) doesn't change the sign of amount.

Hello
The backup works well besides the message that is showed in the toast afterwards. You shall extract the path of the file and not showing STH like: "content://.... Document list/primary%32....". The old school path/filename would be great. In case of questions, just let me know
Mac

In the transaction activity:

• Only update exchange rate when both foreign and home amount is present and edited
• Get latest exchange rate from database
• Set home amount from foreign amount and exchange rate previously loaded / updated from Internet
• Save current exchange rate to database as today's value

Hello
Not a technical issue but a UI/UX one.
The bottom bar on the account list, on blotter/transaction list or in the new transaction creation screen is light grey. This is a very contrasting choice of the colour in comparison to the entire application that is dark balances with a dark background. At the first glance I thought that it's greyed out so I cannot add a new transaction (like the feature was disabled). Then I realised that all works well bust this light grey button imageon light grey image background does not fit.
Would it be possible to make it darker? I use a dark mode on my phone by default and these bars are like screaming bright.
Thanks for considering
Mac

The transaction's colored status bar is very small, could be increased for better visibility. On my S21 it is almost hidden on the left side. You would have to double the width of the colored status

Hello
It's an old issue, since coming from the old financisto application affecting the account list activity.
There is a setting that can be found in preferences -> account list-> hide last transaction date. The setting does not work even after app restart. In the account list the transaction date is always visible.
Thanks a lot for your time you are dedicating to reviving this project
Let me know if you need more details, like a screenshot or sth
Greetings
Mac

I switched from regular financito to this version. One of the issues I found is that time picker does not respect system time settings. I do not use AM/PM and prefer to have 24h clock selector.

Please revert category selector to original.
Editable control is more comfortable than current selector.

You can take a look to https://github.com/handydevcom/financier repo, as example.

Thanks

Please add selection list to reports "by period"
It is very inconvenient to choose category/payee with arrows

It financisto+ beta version I could type the first letters of payee or category and choose from the appropriate options. Now I have to open full list and scroll to search the approprate.
Before it was more convenient.

I am long time user of Finanisto and very glad that your team is now actively updating this best personal finance app. I have 2 suggestions

1. I think the 3 dot button for Month Preview/Statements located in the buttom bar (same as before) instead of top right is easier to access on handphone. Could it be possible to put it back.
2. The font use in Blotter view is much smaller than before in order to accommodate more line per page. However, I find it is difficult to read and locate item.

Show a DatePicker in spinner mode with calendar view shown, default on today, to ease select previous days.

Anticipated usage example: Keep eating the same meal / take the same transportation on previous days at roughly the same time, forget to log transaction and gonna make up.

Poderia adicionar a forma de fazer Doação ao projeto direto no app para ajudar a manter o suporte.

Hi, exporting CSV format for Custom period is not working. I think only the option in filter for This month is working to export to Dropbox.
Also, it doesn't work for more than one month in past.
I mean, I trying to export information since 2008 and it only exported from last December 15.
Also, the option for exporting to Dropbox and Drive doesn't work.

Will it be possible to make financito icon compatible with google pixel launcher themed icons?

Hello
Every scheduled transaction is generated twice with exactly the same amount, description and time.
Please fix

Hello
Recently I ran into a new issue. I'm quite sure is is a very recent behavioural change.
The bug is the the transfers between own accounts are included as both income and expense and are totally falsifying the reporting.
To replicate:

1. Go to reports
2. Open a report by category or by period
3. In the bottom left select to see both incomes and expenses (green and orange icon like in the screenshot attached)
4. You will see that if you transfer eg 100eur from one account to another then you will see that day both income and expense of 100eur.

Expected behaviour (like in the past) only incoming transactions and real expenses shall be shown without self-transfers.

Let me know if it can be fixed or at least to add an option in settings to change this behaviour

Thanks as always
Greetings

Hi,
Have issue with datetime format: it not parsed
Can I specify date format? Or add date {{d}} option to template?

As well you can see on screens below - app name - Winbank.

In Financisto notification list - it not shown.
Notification example:

🛒 85.95₴ Кешбек 1.72₴
🛒 85.95₴ Кешбек 1.72₴ V_Velykogo10
Баланс: 3 709.66₴
09:17 20.01.2024

Possibly related to #22

Whenever I do a CSV export of my transactions across all my accounts, without any period filter, the earlierst transaction date is 2022-04-08. The earliest transaction in the app is back in 2013.

Somewhere between the 2024-01-05 and 2024-02-08 this seems to have broken. The export I did in January has the full history, but the February one doesn't.

Also, interestingly, when checking the number of records in each of my exports:

wc -l 2024* 
   13792 20240105_115216_604.csv
    3990 20240208_141110_499.csv
    4001 20240214_090450_095.csv
    4026 20240219_111301_340.csv
    4098 20240304_102707_808.csv
    4104 20240305_163659_561.csv
    4104 20240306_083523_376.csv
    3807 20240307_163545_479.csv

Between each exprt, there has only been transactions added, so I would expect the record count to only ever increase, but todays export shows less records, by almost 300. I have not deleted 300 transactions.

Hi
I have just noticed a strange behaviour.
In February I set the report "by category" with a filter to "this month". So it was showing February's data.
Now we are on march 2nd. The report still shows the data of February,. See screenshots attached even thought the filter is set as before to "this month". So it seems that there's is a big that the period is saved wrongly and not updated after the month changes
For curiosity I chanede now the filter to "this month" and resablved and now the march is visible.
So there must be a bug that the period is not relative but absolute. I'm this is a new bug, haven't sent it before in the last 12 years.
Can you investigate?
Thanks

Hello
The smallest of the smallest things but I bring it to your attention.
By setting Settings -> Account list -> Date in account list -> Account creation date, in the account list I was expecting the moment the account was physically created by me in the application. It was quite odd to see that most of my accounts had a very recent date and few years newer than the first transaction recorded on them.
I tested it and realised that the date that is displayed is not the account creation date but the last modification date.
To replicate: hit edit on any account in the account lost screen and then don't modify anything, just press save. The current date will be shown as the account creation date.
I'm attaching 2 screenshots.
Of this info is not available in the data model, maybe would be ok to change the label in setting ftom account creation date to account last modification date.
Greetings

• In accounts list for credit card the big value is amount and small is balance. It was helpful to have setting - what value show in big font in up position and what in small font in bottom position. As for me, balance is more important than amount.
• In new transaction screen now for Payee field we can type the name for search and to see the list of Payeeys need to press icon on the left, in Category field vice versa. It was helpful to have settings - what default state for each this field - list or input field with search.

若交易使用外幣 且 狀態是已對帳，複製時變成 擱置
(方便月底看帳單檢查匯率)

If transaction is in foreign currency,
when duplicating a transaction and the original transaction status is reconciled,
make new transaction's status pending

(so that after received statement, there's distinct indication to help checking exchange rates)

I have also been using the Financisto application for many years with over 8000 entries, so I appreciate the improvements you have made to it, however, I appreciate you improving the functionality for uploading images to the new or existing record from remote locations.
It is an important functionality that so far I have not seen anyone implement in this excellent tool.

As there is scheduled backup. It will be great to have similar ability for the CSV for a period of time.

E.g. I have external software to analyse together with other family members and everyone to export yearly transactions everyday with specific file that will be great.

Just and idea.

I want to be able to schedule a variable amount to be charged/transferred from my current account to my credit card to represent the credit card getting paid in full automatically every month. Importantly, it should take into account the closing day and payment day defined on credit card accounts to calculate the balance for each payment.

For example, if this is my credit card statement:

The pay period is 9.10.2003 to 8.11.2003. I want to be able to set the scheduled transaction for the date the direct debit is charged e.g. the 16th of the month, and only charge for the transactions in this statement, so exclude any transactions between from te 8.11.2003 onwards (they should be included in the next scheduled payment).

Hello
The automatic backup to the local folder does not work. This is a new issue as on the legacy app it worked well.
I use an Android 14 phone if you need the API level for troubleshooting.
Mac

Hi there, It would be great if we can separate all the positive or negative transactions to get the total amount for example in the current month, last month, etc by including a special filter in accounts, blotter, etc in the field Amount (positives, negatives, higher than, less than, etc)

Or maybe in total section with more details.
Sometimes I want to know how much I have spent or paid but in separated totals
Thanks in advance for helping me

Best regards

Jorge Martínez
From Colombia

A new issue that was not present in the legacy application.
In gacmse budget has a lot of categories included, there are overlapping labels of categories with the budget amount.
I'm attaching the screenshot form the legacy application there the labels get truncated and the latest version of Financisto Holo with the overlap.
This makes the budget amongst unreadable

It would be great to be able to choose an existing folder from Dropbox or Drive or a dialogue allowing the creation and location of the Financisto folder

Hi there, there's a problem with Project filter in Accounts or Blotter. I can't select the options by touching the 3 lines like I can do with Payee filter, so I need to write manually the project name.

Please watch the video I have attached.

Thanks

When keying in a new transaction if the Payee has never been entered, it does not show up. You have to enter Menu/Entities/Payees and add it there. I remember this being a bug that Financisto had at one time but was resolved after an update

in budget, when I create budget reports they are not in alphabetical order and are not organized automatically, I would like to check this option to put them in alphabetical order.

Hello
Recently I noticed a strange behaviour.
I usually hold my phone in portrait mode and I use it always like this. The top menu this way is always filling in the entire width of the screen, evenly spread (first screenshot).
But there is an interesting behaviour when you start the application directly in landscape mode. The icons even after going back to portrait mode are compressed in the middle of the screen and not spread, just grouped in the middle.
To replicate:

• close entirely the application form the recent
• tilt the phone to landscape
• launch the application
• authencate if necessary with fingerprint
• the main screen opens with the icons grouped in the center

I hope it can help you figure out what is the issue. I suppose some screen measurement taken in onCreate method of the main activity .
Greetings

Make blotter filter work in Planner view

This is really the only reason I can't make Financisto my only finance app... it would be awesome if some type of cross device sync, even if it were subscription or paid. I'd willingly pay for something like that

Whatever I change in those settings, application does not react.
Android 14
App version 2023-12-14

Reproducing steps (for both):

1. run app
2. change startup screen to blotter
3. relaunch the app
4. change New transaction screen > Last category to checked
5. Create one transaction with selecting payee and category
6. Create another transaction with selection same payee

Observed:
Account screen is opened
When second transaction payee is selected, last category is not autoselected

Expected:
Blotter screen should be opened.
Last category should be selected

Inside pie reports, all of them are impacted, the buttons to zoom in, zoom out and restore basic zoom are practically unreadable. There are very very small icons on the buttons.
I'm attaching a screenshot as the example.
It seems that they are not scaled to fill the entire button, just placed as a small image in its top left corner