Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Allow users to mark transactions as "payments" or "transfers", which are excluded from income and expense calculations #858

Closed
5 tasks
zachgoll opened this issue Jun 11, 2024 · 0 comments · Fixed by #883
Assignees
Milestone

Comments

@zachgoll
Copy link
Collaborator

Overview

Our current UI displays several "income" and "expense" metrics for transactions, and allows a user to "exclude" a transaction from these calculations.

While this is an acceptable UI, we should treat "Transfers" (generic) and "Debt Payments" (a specific type of transfer) as first-class citizens in the app as they apply to nearly all users globally.

Requirements

  • User can mark transactions as "transfers" through bulk editing
  • User can add a transfer
  • User can specify whether a transfer is "generic" (i.e. "cash") or a specific type of transfer (i.e. "credit card payment" or "brokerage withdrawal")
  • All transfers and subtypes should be excluded from income/expense calculations
  • (future requirement) this setup should support "linking" transfers as described in this project item
@zachgoll zachgoll added this to the v0.2.0-alpha milestone Jun 11, 2024
@zachgoll zachgoll self-assigned this Jun 11, 2024
@zachgoll zachgoll linked a pull request Jun 17, 2024 that will close this issue
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Projects
Development

Successfully merging a pull request may close this issue.

1 participant