julien-nc / cospend-nc

๐Ÿ’ฐ ๐Ÿ’ฒhared budget manager Nextcloud app
GNU Affero General Public License v3.0
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Statistis per user for each category #131

Open DavidMndz opened 2 years ago

DavidMndz commented 2 years ago

Hello,

I tried to search how to do it but I could not find anything, if it is already there, sorry for the misunderstanding.

I have played around with the application and I think it is extremely useful but I miss the option in the statistics for a project be able to see the expends per user and per category, kind of a way of filtering in the category list. Right now I only can see the money expend for each category but as a whole in the project and not for each user in the project.

Might this be implementable? What do you think?

Thanks a lot!

julien-nc commented 2 years ago

Is that what you are looking for? cosp

This is exactly total payments per category for one single member. Maybe you meant something else.

Anyway you made me think it would be good to be able to filter by payer so that the chart displaying monthly expenses per category could be displayed for one member only. I'll probably implement this new filter soon.

DavidMndz commented 2 years ago

I was looking for that but by payer, sorry for my bad explanation, I did not remember that the tool calls payer the person that expends the money.

I think that could be very useful to have.

As always, thanks a lot, your apps are very good!

julien-nc commented 2 years ago

Do you mean by "spender"? The one I showed is by payer.

julien-nc commented 2 years ago

And do you mean monthly? Maybe it's best if you explain what you mean from scratch :grin:.

DavidMndz commented 2 years ago

You are completely right, sorry! I mixed this with the report who payed for whom.

Would it be possible in future releases add a table or a column graph as well? If there are good amount of categories the pie chart could not be informational enough and it does not show the amount spent for each category.

Once again, thanks and sorry for the confusion.

DavidMndz commented 2 years ago

And do you mean monthly? Maybe it's best if you explain what you mean from scratch ๐Ÿ˜.

The monthly part is not needed anymore, as the diagram is already there and you can filter by dates on the top.

I only miss the amount for each category like in a table or in a column chart.

I hope it is more clear now.๐Ÿ˜…

Cabanon commented 1 year ago

I would also like the monthly expenses per category (right now we only have monthly payments). @julien-nc Can I help in one way or another to implement it ?

Another great functionality would be to allow to select the "Spender" in the Statistics page, similar to how we can select the Payer right now, because it would allow Cospend to efficiently track the expenses of each person for each category

julien-nc commented 1 year ago

I would also like the monthly expenses per category (right now we only have monthly payments).

The monthly expenses per category is equal to the monthly payments per category. The amount of money actually paid by the project is the same as the amount spent. :grin: I mean, if we're talking about "total amount payed" (monthly or not, by all the members), it is equal to the "total amount spent". It has to be.

Another great functionality would be to allow to select the "Spender" in the Statistics page, similar to how we can select the Payer right now

It is not straightforward to implement. If we allow filtering the stats by ower (spender), what does it mean exactly? Either

I think you can get the information you want by just using the category filter. The "Monthly spent per member" graph is then the one you're interested in. For each member, you see how much was monthly spent/owed for this specific category.

What do you think?

Cabanon commented 1 year ago

Hi, thank you for your precise response !

I mean, if we're talking about "total amount payed" (monthly or not, by all the members), it is equal to the "total amount spent". It has to be.

Yeah obviously the total spent and the total payed should be the same, but if we are talking per category this is not necessarily true

Since there is already a graph which shows Amount payed per category I supposed (maybe wrongly) that it shouldn't be difficult to do the same for the Amount spent per category

I think you can get the information you want by just using the category filter. The "Monthly spent per member" graph is then the one you're interested in. For each member, you see how much was monthly spent/owed for this specific category.

Yeah, it is what I'm doing but you can't see it in one nice graph to have a quick idea of how expenses are spread over categories but i can always export the data in a spreadsheet and make nice graphs

It is a nice piece of software by the way

DavidMndz commented 1 year ago

I would also like the monthly expenses per category (right now we only have monthly payments).

The monthly expenses per category is equal to the monthly payments per category. The amount of money actually paid by the project is the same as the amount spent. grin I mean, if we're talking about "total amount payed" (monthly or not, by all the members), it is equal to the "total amount spent". It has to be.

Another great functionality would be to allow to select the "Spender" in the Statistics page, similar to how we can select the Payer right now

It is not straightforward to implement. If we allow filtering the stats by ower (spender), what does it mean exactly? Either

  • you only get the expenses of this ower which produces weird/incorrect balances
  • or you take the bills that have this ower, you still get the expenses of other members in the bills which is weird

I think you can get the information you want by just using the category filter. The "Monthly spent per member" graph is then the one you're interested in. For each member, you see how much was monthly spent/owed for this specific category.

What do you think?

Hi,

thanks a lot for the suggestions, this completely resolved all my pending doubts about the filters, really appreciated!

Now, after playing a bit more around with the filtering, I am only missing the possibility of selecting the "start of the month", as sometimes the fiscal month does not match with the natural one. For example, if your fiscal month is between 26th to 25th, the graphs are a bit weird as they print the data out split in "two months". I guess this requires a new issue, what do you think?

Once again, thank you very much for your time and for such a great application!