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firefly-iii / firefly-iii

Firefly III: a personal finances manager
https://firefly-iii.org/
GNU Affero General Public License v3.0
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Feature Request - Annual Financial Report with Enhanced Classification and Budget Analysis #8317

Open yong-s opened 6 months ago

yong-s commented 6 months ago

Support guidelines

Description

I propose the addition of a new feature that enables users to generate comprehensive annual financial reports. This feature should facilitate user analysis and summarization of financial data over the entire year, including classification, income, expenses, and other relevant indicators.

Solution

To implement this feature, consider creating a dedicated section within the application that allows users to input and categorize financial transactions by year. Provide an automated annual report generation feature that summarizes key financial indicators, trends, and comparisons with previous years.

In terms of classification, introduce a detailed expense analysis with a ranking of the largest expenditures. Additionally, incorporate a budgeting feature that allows users to set annual budgets, displaying a comparison between actual expenses and budgeted amounts in the report. Similarly, provide ranking and analysis for income.

What are alternatives?

If a comprehensive annual report is too complex, consider offering customizable templates for users to create their own annual summaries. Users may also manually export data for external analysis tools if a built-in report feature is not feasible.

Additional context

Users often need a comprehensive understanding of their financial activities throughout the year for planning and analysis. This feature will significantly enhance the overall utility of the application by providing a convenient and efficient way for users to review and reflect on their financial performance annually.

JC5 commented 6 months ago

It's on the list, and a link to https://github.com/firefly-iii/firefly-iii/issues/6310

Also: what you propose is really complex so don't hold your breath.

github-actions[bot] commented 6 months ago

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This issue has been marked as an enhancement. The requested enhancement to an existing feature will become a part of Firefly III or the data importer in due course.

If you come across this issue, please be aware there is NO need to reply with "+1" or "me too" or "I need this too" or whatever. Such comments are not helpful, and do not influence the roadmap. Your comment may be :skull: deleted. You can subscribe to this issue to get updates.

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