mvarnagiris / financius

Personal expense manager
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Budget (Pie Chart) #400

Open ghost opened 8 years ago

ghost commented 8 years ago

A section in the menu called Budget (Presupuesto in Spanish). This would be for monthly use only.

When accessed it'll have a pie chart on top with divisions depending on the expenses added. The chart will be divided into the expenses which would retain their chosen colour, like on Reports.

The pie chart will be given a total amount written on the top so it can serve as the 'title' of the chart. After having given the chart an amount of cash the pie will divide itself into the expenses added and these will be shown either in two ways (chosen from the configurations). The first one is in total amount of cash and the second one in the percent it has from the total budget. These numbers can be shown inside the pie chart within its expense or outside the chart near the expense and maybe with a line shape that leads to them.

There could be list of the expenses below the Pie Chart with their name and at the right side a box to enter the amount being given to it. The amount that expenses have could be given by writing the exact amount of money or the percent one would like to give it (independent from the way the numbers appear on the Pie Chart), which would have an effect on the rest of the chart image except when the amount added conflicts with the rest of the expenses in the budget. Then a window would appear to notify that the expense budget is unable to be added because the amount written exceeds the total budget amount or because there's no sufficient leftovers from the money that hasn't been assigned yet..

Tying the Budget Pie Chart with the weekly, monthly and yearly report Financius has available, this section could include a Report section (or the Report section could have a different view focused on the budget) that compares its final expenses to the Budget Pie Chart. Then, the numbers could be shown in green if the amount spent was below or equal to the amount added to the Budget Pie Chart, and red if they exceeded the amount planned. Expenses that aren't directly inside the Budget Pie Chart would be treated as a general expense. For example, if the Budget Pie Chart has been divided completely into 4 expenses, but the report includes 5 expenses then the extra expense's number will appear red. Within this report there could be a space or a title where it could show the total budget amount compared to the total expenses amount. At the top it could show for example, $498.36 / $350.00

To include an advanced feature, there could be an option for a suggested Budget Pie Chart where it would create an automatic Pie Chart with expenses selected with their amount taken from an average of the amount of cash spent on the expense categories. The things that could occur as problems would be the tricky intents to edit the suggested pie chart. The only way to edit it and not receive the warning pop-up window because of exceeds would be to only reduce the amount in the expenses until you can get the desired amount available for you to use. Or maybe, have the option to exchange cash or budget percent from one chosen expense to another and then keep adjusting to preference.

I'd make it available for the user to save budget preferences with custom names for times to have one for when the income decreases and the Budget Pie Chart has to be adjusted, a budget for specific locations (maybe a trip), family budget has to be improved, or a goal-focused budget for obtaining the desired savings for a specific purchase wanted.