maffin-io / maffin-app

Personal finance made easy
https://maffin.io
GNU Affero General Public License v3.0
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Accounts page revamp #84

Closed argaen closed 1 year ago

argaen commented 1 year ago

Currently we are only showing the accounts tree. We should display some useful information like:

argaen commented 1 year ago

Accounts tree was added in https://github.com/maffin-io/maffin-app/pull/108

argaen commented 1 year ago

An easy one would be to add radar percentages for first level of Expenses/Income/Assets, etc.

Another one would be to calculate total net worth currently (accumulate in root account?).

Note that we have things a bit incorrect as we are calculating totals with only today's exchange rate. When time charts are added we will see how we deal with this -> i.e. stocks for sure are going to be incorrect. For normal expenses/income, it's going to be incorrect when we have accounts with different currency.

PS: Actually, current totals are already wrong as for expenses/income that are in a different currency we should be using the exchange rate for when the transaction happened.

argaen commented 1 year ago

Added net worth in #112

(note the totals are calculated with the value of of current day exchange rates and not of that specific date, we could improve this in the future).

argaen commented 1 year ago

A simple one to add is "latest movements" to have a quick view of latest transactions happening, maybe show the latest 5 or something like that.

argaen commented 1 year ago

After all the changes above, home page currently includes the following:

Closing this for now as it feels quite complete