ananthakumaran
commented
1 year ago @JavierMNieto, I appreciate your effort, but I would prefer to discuss this before implementing it.
I have some rough plans for the forecasting. I personally don't use budgeting and when I looked at it some time ago, there seem to be multiple ways to implement it. 1 2. I would need more time to figure out what to support and what not to support. You can help me out by explaining what information you would like to see on what page etc. We can continue the discussion here #8
Implementation side, I would like to do this myself as well.
Really appreciate the work being done here. It is the exact kind of thing I have been looking for, thanks.
The only thing I find missing for me are visualizations for budgeting goals and forecasting (#8 ). Here in this PR, I tried to start off simple since I am not familiar with svelte and d3.js. I just added forecasting to an account gain page.
Read more about budgeting and forecasting: ledger | hledger
I have forecasted postings show up in the chart with the dotted line indicating the start of the forecast. I don't show forecasted postings on the left since it did not seem very helpful since the generated forecasted transactions from ledger don't have descriptions. I'm probably wrong on that and there should be a way to have them show up with more useful information.
Also, it currently only forecasts up to 5 years since that's what ledger defaults to and I could not figure out how to have it go to a specific year in the future. hledger lets you customize the range very nicely with budgeted and forecasted transactions in one.
This is not final by any means. I was not sure of the best way to add a toggle option for showing the forecast (I tried with the existing date range option but felt unintuitive).
I want to get suggestions and possibly help on the best way to proceed. I will try to add to it as best as I can as I slowly learn the frontend as I have a few ideas. For me, it would be great to visualize my expected budgeting goals side by side with existing expenses. And then from how much I go over or under, it would be nice to see it carry over month to month to see how I should change. For example, if I allocate 100 every month to eating out at restaurants and one month I go way under, then it would be nice to see that carry over next month to justify possibly spending more that month.
Forecasting all around the site could be cool to better gauge how much I should budget.
I imagined a lot of this data going into the monthly expenses page, but I am not sure since it already seems pretty full.
Thanks and let me know what you think.