jameskokoska / Cashew

💸 An app created to help users manage a budget and purchases
https://cashewapp.web.app/
GNU General Public License v3.0
1.6k stars 223 forks source link

[Feature Request] Divide expense transactions in need/want #155

Closed enrique-lozano closed 7 months ago

enrique-lozano commented 7 months ago

First of all I would like to thank you for the magnificent work done on this application, I really think it is the best or one of the best in its segment.

I would like to know if it would be possible or very complex to implement a need/want division of transactions. Thanks to this division, it would be possible for me, for example, to track whether I am complying with the 50-30-20 rule (see here)

The only app I see that has this functionality is Wallet, by BudgetBakers, where each category is assigned a kind of tag that can be "need", "want" or "debt" (I don't see the need to have the latter in our case):

image

jameskokoska commented 7 months ago

Hi there, thanks for the feature request! I find this feature a bit outside the scope of Cashew. It seems to be creating separate lists, which isn't the goal of Cashew. Cashew is designed to be a finance tracker, not necessarily an organizer/wishlist of items.

An alternative would be to create upcoming transactions, which will be marked as unpaid (a want) until it's needed/purchased. You can also add certain transactions to goals and track totals that way as well.

Edit: Another alternative would be to create main categories labelled need/want and sort transactions under subcategories.

enrique-lozano commented 7 months ago

Mmm, maybe I didn't express myself well before, it is far from being a wishlist nor does it have anything to do with future or unpaid transactions.

It is about organizing the expenses you have had according to whether they have been necessary for your life or not. For example, household expenses, food, electricity, water... vs. expenses for leisure, movies, entertainment, restaurants...

Anyway I don't see a bad option to use the notes field for this, so thanks a lot 😊

ngocanhtve commented 7 months ago

I think of setting budgets as percentages as you mentioned. Then include specific categories in the corresponding budget.