Some bugs and improvement suggestions #119
Comments
I can't reproduce this in my instance. Can you share your container logs after you try saving the Start Page?
The monthly summary only shows data for non-asset accounts. Have a look at my answer in #81 and let me know if that's not your issue. Next update will add two new tabs for seeing asset accounts totals for the month.
An investment dashboard sounds cool, but it should be it's own thing, separated from transactions. I will add it to my to-do list.
You mean the exchanged summed total, right? Like, in your screenshot, Malaysia Ringgit and Philippines Peso are probably exchanging into Indonesia Rupiah, and you want the Indonesia Rupiah total, or something along those lines.
This is planned. I'm looking into providers right now, will and synth to the list. |
yup, got it now.
yes, separated from transaction is ok, like the DCA, but should count towards total net worth, since our primary tracking is to see total networth in a glance. Does DCA also count towards total net worth? didn't tried it yet since I also manual import the DCA to transaction already.
yes, the summed total in our preferred main currency , till now still manually using calculator to count those 3 accounts.
Since we already has our exchange rates configured, later it can just do the api call as configured for example USD to IDR , and it will auto update within the configured time. Coz it doesn't make sense to update every rates manually everytime we want to track, and not updating means we will always get outdated exchange rates. Btw, what is the difference between these checkbox ? |
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Thank you. I've opened #121 to track this, should be fixed on the next release.
Not currently. What I do is: I have an account for my crypto, BTC for example, whenever I buy some BTC I do a transfer from my cash account to my BTC account, so X dollars got out of my cash account and Y BTC got into my BTC account, then I add the DCA entry afterwards. This way I can track my net-worth in BTC and my cash amount stays true to reality and the DCA is a cool bonus. Automated exchange rates are tricky because they almost never truly represent what you're paying in the end, because fees, spread, etc, so you can only trust them for estimates.
I currently do this using n8n, but a built-in function would be great, agreed. As you realized, everything was done with this in mind already, the Code field for example isn't used anywhere, but will be useful for this. I've opened some sub-issues to track your suggestions and bugs, you can comment on them if you have anything else to add. |
The square checkbox allows you to select transactions to do bulk actions, like delete, edit, and sum. When you select a transaction a bar should show up with the available options The circle indicates if a transaction is paid or not. You can click to toggle. This is good for planning future expenses and income that haven't happened yet. |
My bad. 0.8.6 should fix it. You will need to select between Current and Projected net worth now. |
Seems fixed now, all run good with no error.
Didn't think of this, but I probably can create simple script for my personal usage and update the rate via api. |
It's mostly for future-proofing, you never know what you might want to implement later, my job got me a bit nuts about this kinda of future-thinking and requirements. While all calculations (net-worth, summaries, etc.) uses the latest exchange rate available, the converted value on a single transaction will try to use the nearest exchange rate to the transaction's date so you get a more accurate representation of what you paid/got that day. Otherwise, you can keep editing a single exchange rate forever and nothing much will be lost, for now at least. |
cool, thanks for the info. |
Changing the Start page in settings will cause the home to show error, only monthly works as start page
At monthly page, this right sidebar seems do nothing, nothing show, no value even though I have monthly transactions
Suggestion for Investment Tracking:
For investments like stocks, crypto, and mutual funds, it would be helpful to break down the transactions into more detailed components, rather than just showing the final amount. Instead of simply displaying the final price after a trade, we could include:
Unit: The number of units purchased/sold
Price: The price per unit at the time of the transaction
Fee: Any processing or transaction fees involved
For example, if you buy 1 unit of stock at $200 with a $0.50 processing fee, the final amount would be calculated as:
1 unit x $200 price + $0.50 fee = final amount
This would allow users to track the number of units they have left after selling, making it easier to manage their investments. For other financial categories like income and expenses, the final amount would be sufficient, but this breakdown would add more clarity and transparency for investments.
Also, it would be great if we add the total of the asset we own, so we can see it at a glance, I mean like the total amount of all the account combined.
Integration with synth finance synthfinance.com, since we have our exchange rate setup already, but still manual work in the long run, would be great to see integration with synth finance, and manually input how long to sync / call the api. their free plan offer generous api call.
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