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mtotschnig / MyExpenses

GPL licenced Android Expense Tracking App
http://www.myexpenses.mobi/
GNU General Public License v3.0
845 stars 222 forks source link

[Feature Request] Tax/Vat Field #387

Open c33s opened 7 years ago

c33s commented 7 years ago

testing myexpenses i soon got to the point that i want to buy the extended license. this is really a very good app.

as a freelancer who is not an accounting enthusiast, i wanted to try to optimize the accounting work load by using an expense tracking app like yours. recording all the invoices immediately when i buy something would more than helpful.

unfortunately the app doesn't offer a field where i can track the vat/tax. without this field, i would have to go through all the bills again to record the tax information after importing it to my desktop app / libre office calc. having an option to in the settings like "[ ] track tax" (so it would not confuse private user), "configure tax table" and the addition of a dropdown of this taxes in the new transaction user interface would be awesome.

looking at the quicken format, i saw that it would allow to track such tax information:

X   Extended data for Quicken Business. Followed by a second character subcode (see below) followed by content data.    Invoices    XI3
XC  Tax account     Invoices    XC[*Sales Tax*]
XR  Tax rate    Invoices    XR7.70
XT  Tax amount  Invoices    XT15.40

i haven't tested if it can be easily imported into a normal/personal accounting app like gnucash. gnucash itself would allow to create incomming business invoices (but the interface is rather cumbersome). it is necessary to provide a tax account.

c33s commented 1 year ago

any chance to get this feature? it is just one more field :(

mtotschnig commented 1 year ago

Interestingly this ticket got a considerable number of reactions here, but is not equivalently upvoted on the Roadmap Vote. @c33s et al. Could you cast your vote for this ticket ("Roadmap Vote" from the app's settings) to increase its prioritiy? I think it is more than just one field though, because I suppose net/gross amounts will need to be handled throughout the app ...

c33s commented 1 year ago

sadly i can't. for me a finance app must not connect to the internet so it is firewalled on my phone. in 2017 i started to use the app and bought a license key to say "thank you". also i opended this ticket and also wrote you an email about that (02.08.2017).

as no support for the tax field was implemented i stopped using the app as it was not useful for me to track my expenses without being able to track the tax.

on time i tried to restart using it and looked to find a workaround but as you changed the possibility to activate the app offline i stopped again (i also wrote you about that (05.12.2018). i don't know if you still require online activation, if yes i would still ask for a offline activation feature.

for simple tracking purposes it would be enough to add a field with the tax value. of course it would be cool if your app fully support taxes but as intermediate feature it could be enough to allow to save a tax value to an expense and add this field to the export. so i could import it in my finance ods and calculate the rest there. one step further would be to also add the net field and also add it to the export. so it might not be required to handle this fields through the whole app but still allow to track and export the data.

mtotschnig commented 1 year ago

@c33s Couldn't you allow the app to contact licencedb.myexpenses.mobi and roadmap.myexpenses.mobi just while you activate the licence or cast your vote?

mtotschnig commented 1 month ago

In a discussion with a user, the idea came up to represent taxes as split transaction with two parts (net amount and tax amount) and something like an extended version of a template (#543) (or maybe something like a wizard) would allow to automate the creation of these.

c33s commented 1 month ago

@c33s Couldn't you allow the app to contact licencedb.myexpenses.mobi and roadmap.myexpenses.mobi just while you activate the licence or cast your vote?

no internet access is not possible for the app due security reasons. i would require a offline license validation.

In a discussion with a user, the idea came up to represent taxes as split transaction

not sure how this works internall and how the interface will represent this. for me the most clear thing is a "total" field and a vat drop-down field (where i can define which percentages are listed. for me/austria it would be 0%, 10% and 20% which should catch nearly all cases). in the end i need a csv/excel export where i have both fields (total and tax/vat%) additional to the other fields (i don't know from my head which fields exist)

edit: sorry if the text brief i am working on a serverdown

mtotschnig commented 1 month ago

no internet access is not possible for the app due security reasons. i would require a offline license validation.

I am not sure if offline license validation is technically possible in an open source app without it being trivially reverse engineered or allowing key to be distributed widely.

I am leaning towards selecting #447 for implementation for one of the upcoming releases, which should allow you to define a tax attribute that will be added to CSV.

Another idea: Couldn't you use the tag feature, to differentiate between the different tax levels?