Me -> Job -> Bank -> Shop -> Budget -> Me

[michielbdejong]

As I analyse my bank statements I find I want to assign categories to the things on there ("groceries", "insurance", etc), and set a monthly budget for each.

I could just add statements in an annotation store like the transaction-pane does, but I think it's nicer to model these budgets as nodes in the trade network. That means I see

• me -> job: how much I work
• job -> bank: when money comes in
  • a triangle me -> job -> bank -> me can be settled to show that the job is paid up
• bank -> shop: transaction on statement that I want to classify
• shop -> budget: that classification (one shop will make HalfTrades to a single or possibly various of my budgets)
  • a triangle bank -> shop -> budget -> bank can be settled to show that the purchase is paid up
• budget -> me: these channels can be metered to see monthly totals per budget

Not sure how to visualise this in a GUI. Maybe a list of jobs, a list of bank accounts, a list of shops and a list of budgets, and then for each you can click to see the ledger of incoming and outgoing HalfTrades for that node.

[michielbdejong]

Initially a parsed bank statement would just categorise all incoming as job and all outgoing as shop, with one big 'uncategorized' budget. But as you create budgets on your pod, and group shops into them, the 'uncategorized' budget becomes empty.

[michielbdejong]

Continued in https://solidos.solidcommunity.net/Team/2021/money-pane-project/money%20pane/state.ttl#Iss1610015100120