dennischen / daily-money

a daily expense tracking android app
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installment function & recurring(temporary solution) #2

Closed LancelotLiu closed 12 years ago

LancelotLiu commented 12 years ago

1. installment function
1.1 add a option to make a detail as an installment payment.
1.2 process: ex. buy a computer which costs 50,000 by credit card

add a detail from: credit card
to: expense-3c
date: 2012/5/8
amount: 50,000
note: computer
installment option selected
period: 1 month
number of periods: 3
auto create n details
n base on number of periods you input
(1)
from: installment payable [*ps1]
to: expense-3c
date: 2012/5/8
amount: 50,000
note: computer

(2)
from: credit card
to: installment payable
date: 2012/5/8
amount: 16,668 [*ps2]
note: computer, 1/3

(3)
from: credit card
to: installment payable
date: 2012/6/8
amount: 16,666 [*ps2]
note: computer, 2/3

(4)
from: credit card
to: installment payable
date: 2012/7/8
amount: 16,666 [*ps2]
note: computer, 3/3

*ps1: if this account isn't exist, auto create.
*ps2: 50,000/3 = 16,666.66, so amount of period 2 & 3 are 16,666, amount of period is 16,888.

2. recurring function (temporary solution)
2.1 add the option to make any detail recurring when viewing it in edit mode.
2.2 process: ex. apartment rental payment 5,000 every month for 2 years by bank account

add a detail from: bank account
to: expense-rent
date: 2012/5/8
amount: 5,000
note: apartment
repeat option selected
period: 1 month
number of periods: 24
auto create n details
n base on number of periods you input
(1)
from: bank account
to: expense-rent
date: 2012/5/8
amount: 5,000
note: apartment

(2)
from: bank account
to: expense-rent
date: 2012/6/8
amount: 5,000
note: apartment

(3)
from: bank account
to: expense-rent
date: 2012/7/8
amount: 5,000
note: apartment
.
.
.

(24)
from: bank account
to: expense-rent
date: 2014/4/8
amount: 5,000
note: apartment


1. 分期功能
1.1 新增一選項,當輸入明細時,可將此明細設定為分期付款。
1.2 處理流程:例如,用信用卡買一台 50,000 的電腦。

新增一筆明細 從帳戶:信用卡
到帳戶:3C費用
日期:2012/5/8
金額:50,000
備註:電腦
選擇分期付款
週期:1 月
期數:3
按下建立後,自動新增 n 筆明細
n 是根據你輸入的"期數"而來
(1)
從帳戶:應付分期款 [*ps1]
到帳戶:3C費用
日期:2012/5/8
金額:50,000
備註:電腦

(2)
從帳戶:信用卡
到帳戶:應付分期款
日期:2012/5/8
金額:16,668 [*ps2]
備註:電腦, 1/3

(3)
從帳戶:信用卡
到帳戶:應付分期款
日期:2012/6/8
金額:16,666 [*ps2]
備註:電腦, 2/3

(4)
從帳戶:信用卡
到帳戶:應付分期款
日期:2012/7/8
金額:16,666 [*ps2]
備註:電腦, 3/3

*ps1: 若"應付分期款"帳戶不存在,自動建立。
*ps2: 50,000/3 = 16,666.66,所以第 2、3 期的金額為 16,666,第 1 期的金額為 16,668。

2. 重複性帳務處理功能 (暫時的解決方案)
2.1 新增一選項,當輸入明細時,可將此明細設定為重複性帳務。
2.2 處理流程:例如,使用銀行帳戶支付每個月 5,000 的公寓租金,為期兩年。

新增一筆明細 從帳戶:銀行帳戶
到帳戶:租金費用
日期:2012/5/8
金額:5,000
備註:公寓
選擇週期性支出
週期:1 月
期數:24
按下建立後,自動新增 n 筆明細
n 是根據你輸入的"期數"而來
(1)
從帳戶:銀行帳戶
到帳戶:租金費用
日期:2012/5/8
金額:5,000
備註:公寓

(2)
從帳戶:銀行帳戶
到帳戶:租金費用
日期:2012/6/8
金額:5,000
備註:公寓

(3)
從帳戶:銀行帳戶
到帳戶:租金費用
日期:2012/7/8
金額:5,000
備註:公寓
.
.
.

(24)
從帳戶:銀行帳戶
到帳戶:租金費用
日期:2014/4/8
金額:5,000
備註:公寓

LancelotLiu commented 12 years ago

我期望中的重複性帳務資料是獨立的設定,可設定重複的週期,透過排程自動在特定的日期新增帳務資料,但是可能還要很久才寫得出來。所以會說這是"暫時的解決方案"。

dennischen commented 12 years ago

其實自動新增帳務這件事跟我的理念相反, 我不希望帳務有任何"自動"的情形, 都要自己手動key, 到是自動備份的那個解法, 我會找時間看看你那個解法是不是ok, 應該一年內有機會吧... XD

LancelotLiu commented 12 years ago

如果完全沒有"自動",分期和重複性帳務的功能就不太可能實現了。