Financier Mobile (Unofficial)

[asromzek]

v0.4.9 release: Added the ability enter transaction from the budget view. Tapping on category name will bring up a menu with an option to add a new transaction. The category will be auto-filled, and the account will also be auto-filled based on the last transaction for the selected category (if one exists). The budget was reorganized under the hood to make this work, and to prepare for additional budget editing functionality.

Unfortunately, this is all that I have been able to accomplish over the last week. The holiday season and work have been kicking me in the head. Looking forward to the winter lull...

[Joel]

Do you plan to eventually allow viewing of historical transactions within each category and within each account? To be honest, I use that capability of the mobile app more than most other features.

[asromzek]

Do you plan to eventually allow viewing of historical transactions within each category and within each account? To be honest, I use that capability of the mobile app more than most other features.

Yes, in fact I was considering that next since it should be relatively easy to implement.

[asromzek]

When adding a transaction from the budget view, the account is auto-filled if possible based on the last transaction for the category. Should the payee auto-fill as well, with the transaction editor jumping to the payee selector after editing the amount? At first I didn’t like the idea of “guessing” the payee based on the last transaction for a category, but I’m starting to have second thoughts.

[ottyacat]

After using it a couple of times I tend to agree. At first I just expected it to do that and when it didn't I was like... Dang now I have to type lol... Not the end of the world but yea I think it would be nice at 90% of the time it's the same payee I find. Could always make it an option too I guess of people don't like it.

[asromzek]

On second thought, how about a short list (maybe 3?) of the last or the most frequently used payees displayed on the payee editor, just above the main list of payees? For example, when adding a transaction for "Groceries", my short list of frequently used payees would display "Meijer", "Kroger", and "Aldi".

If you start typing in the payee search box that list would go away so you can better see the filtered list of payees below it.

This would apply also apply when adding transactions from the account view.

[Billy_McSkintos]

I like the most common idea.

[asromzek]

Oh... yeah... development will be put on hold this evening due to a particular opening night movie viewing...

[ottyacat]

On second thought, how about a short list (maybe 3?) of the last or the most frequently used payees displayed on the payee editor, just above the main list of payees? For example, when adding a transaction for "Groceries", my short list of frequently used payees would display "Meijer", "Kroger", and "Aldi".

Yep definitely like this idea!

[asromzek]

v0.4.10 released: A short (3 item max) frequently used payee list was added to the payee editor, only if you have a category selected during transaction entry. The list is sorted by the number of times a payee is used per category, and then by last date used if two payees have the same usage count. Once a payee is selected, the list is hidden.

It didn't take much to make this work, and I think it will speed up transaction entry significantly when adding them from the budget view. The algorithm to generate the list was a little clunky, and I didn't have a ton of time to test every possible scenario, so there may be a bug or two that got through. Yelling and screaming are encouraged if the app performs any less than perfectly.

[Joel]

The 3 most common payees for a category is brilliant! I love it!

[asromzek]

Transaction summary for outflows is about 90% complete, but not quite ready to release. Just a few more loose ends to tie down and some layout formatting to polish up.  The summary currently contains a list of normal transactions that pertain to a category for a given month, as well as transactions that contain splits for the category. It almost looks a little weird since the sum of the the listed transactions may not add up to the outflow total if a split transaction is present in the list. I may leave it like that since it makes it easy to edit the transactions from the list just like you can in the account view.

[asromzek]

v0.4.11/v0.4.12 released: Transaction summary list for budget category outflows is a go. Tapping on an outflow amount will show a list of transactions that make up the outflow amount. As a bonus, full transaction editing is enabled for the summary list. The “Add Transaction” popup menu was removed and replaced with a better menu that matches the new outflow summary.

[keyboard]

At the risk of sounding silly, how did you get the colors next to Meijer, Kroger and Aldi ?

Appreciate all the effort put forth !!

[asromzek]

At the risk of sounding silly, how did you get the colors next to Meijer, Kroger and Aldi ?

Appreciate all the effort put forth !!

That’s the “flag” that you set when editing the transaction. The flag only applies to individual transactions, not the payee or category as a whole.