emavgl
commented
12 months ago Hi @thabubble,
First of all, I am happy you like the app and thank you so much for the feedback and the detailed suggestion.
Iinstead of children categories, I was thinking to the possibility to add tags. It would be a bit less structured, but I believe it would bring more flexibility.
For example, you could add tags like "vacation" to further filter among categories.
Or you could add a tag specific to a category only, to achieve something like a child category.
What do you think? Would that work?
thabubble
Hello. I recently found this and it looks very promising and I even made a script that creates backup.json with all my bank statements to get started easily. However, I would like to be able to group categories. That way I could get a better overview but still keep the detailed breakdown inside a larger category.
For example; Two of the biggest categories I have is shopping and essentials, but I still want to get a detailed breakdown like "Shopping / New", "Shopping / Second Hand", "Essentials / Energy Bill", "Essentials / Food".
Right now I made all the categories as detailed as I need, then add them up manually if I need to compare super categories.
It would be great if I could set multiple categories per entry or set that an entry is a child of another, then be able to select what categories should be used for the graph, etc.
Another way to solve this which might be more powerful and easier to implement is a search function that can do a regex search of the category. Maybe something like "^(Shopping|Essentials) /" (for two super categories) or "^[^/]+$" for all super categories. I think this would be pretty easy to implement and it could filter both the main screen and the graph screen.
A user could easily select which field they would like to search as well, like the title, description or the category using a dropdown, and a checkbox if regex should be used, or the search string could start with a certain keyword to use regex (maybe \r), otherwise it searches like normal.