Start financial year on date set by user

simonwep / ocular

💰 Simplistic, beautiful and straight-forward budgeting app to track your budget across the years. Easy to use, to get started and to set up.

http://ocular.reinisch.io

MIT License

107 stars 13 forks source link

Start financial year on date set by user #45

Open slfhstr opened 4 months ago

slfhstr commented 4 months ago

Support guidelines

[X] My request extends the functionality of Ocular in a meaningful way.
[X] I've used the search and this has not been requested before.

Description

Start "year" on user-defined date or month

Solution

Current system works on assumption that financial year is same as calendar year, i.e. starts in January. This is not always the case. It would be great if the user can set a start date or start month, in the UI or in a config file.

What are alternatives?

No response

Additional context

No response

simonwep commented 4 months ago

Pretty much related to #44, will have a look into it :)

slfhstr commented 4 months ago

I guess solution could kill 2 issues in one, but I was thinking of it being a simple label change, not a big UI change or change of code to support it. Just needs a setting of what first period is, then flow Period1 to 12 from that. Or even just allow user to edit the labels shown at top column. I'm all for simple solutions, although therein can lie the devil, I know. Especially if underlying data columns are hard-labelled as month names, rather than Period1 etc. Up to you as dev what is best approach in the context of the app and your direction with it.

simonwep commented 4 months ago

I think you're right, that should be easy... Just to make sure I got you right, if you for example want to start in March instead it'd be March (2023) -> April (2024) instead of January (2024) -> December (2024)?

slfhstr commented 4 months ago

Yes, that's correct.

slfhstr commented 3 months ago

Just checking - did this make it into V1.5 release ? I don't see it in the Release Notes, so maybe not. Well done and thank you for v1.5 👍

simonwep commented 3 months ago

Hey @slfhstr, unfortunately I'm am currently pretty much occupied with moving to a new apartment (and taking a well-deserved vacation soon haha), so I wanted to get bug fixes out quickly. I'll probably continue to work on new features in a few weeks :) This will definitely be added!