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mayswind / ezbookkeeping

A lightweight personal bookkeeping app hosted by yourself.
http://ezbookkeeping.mayswind.net
MIT License
118 stars 23 forks source link

Feature Request | To Display Current Balance of Each Account on the Transaction List #29

Open crazyvral opened 2 months ago

crazyvral commented 2 months ago

To display the current balance of accounts on the transaction list. Including the display of multiple accounts.

http://host/desktop/#/transaction/list?accountIds=XXXXXXXX,YYYYYYY,ZZZZZZZ

mayswind commented 2 months ago

Do you mean to display the account balance next to each transaction?

crazyvral commented 2 months ago

That is "running balance", different and would be great to have. But it should be user configurable where a user can turn off or turn on.

This issue is meant for the total balance of the Account or multiple accounts in the transactions list.

Comparing it to the transactions list page of the categories there is total income and expense for the month.

Thanks.

mayswind commented 2 months ago

I'm afraid I don't understand what the feature is. Can you give me an example?

crazyvral commented 2 months ago

There should be a total/current balance on the of the transaction page for the accounts. desktop/#/transaction/list?accountIds=XXXXXXXX

image

Similar to the transaction page of the categories. desktop/#/transaction/list?dateType=7 image

Currently you can only see balances in the accounts list page. This will be useful when trying adding transactions for the account from inside transactions list of the account. You don't have to go back to the accounts list page to see the updated balances after the the transaction.

mayswind commented 1 month ago

There should be a total/current balance on the of the transaction page for the accounts. desktop/#/transaction/list?accountIds=XXXXXXXX

image

Similar to the transaction page of the categories. desktop/#/transaction/list?dateType=7 image

Currently you can only see balances in the accounts list page. This will be useful when trying adding transactions for the account from inside transactions list of the account. You don't have to go back to the accounts list page to see the updated balances after the the transaction.

ezbookkeeping will display the total income and expense amount when displaying the transaction data for each month. Because the transactions may use different currencies, so actually the total income and expense amount is calculated in the frontend. That is why the total income and total expense amount are not displayed after selecting All on the desktop version now. Considering that the same area should provide the similar content, I don’t think it’s a good idea to display different content when selecting All date and filtering accounts.