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Messages - isildo

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Feedback / Re: Financier Strengths
« on: July 08, 2017, 10:20:22 PM »
it's similar to nYNAB....... The more I use Financier, the more I Like it   :)   
It's modeled after YNAB 4 which preceded nYNAB. That's why they seem similar.

Announcements / Re: Status of Financier development
« on: February 24, 2017, 12:51:54 PM »
@Alex, how are the scheduled transactions coming?

Bug Reports / Re: Multiple Category Error Message
« on: January 17, 2017, 08:49:50 AM »
Bump... I just ran into this one too. Amazon didn't charge me for an order so I went back to revert the amounts to $0, but Financier couldn't handle it.

Other / Re: Invitation to Collaborate: Financier User Guide
« on: January 12, 2017, 05:33:43 PM »
What kind of things are we talking about?

How to create a budget file?
How to add/edit an account?
How to add/edit a budget value?
How to add/edit a transaction?
How/Why deduct from next months available?

Note to self... add this stuff

Other / Invitation to Collaborate: Financier User Guide
« on: January 12, 2017, 04:33:05 PM »
So, before the holidays I sketched out a rough (very rough) outline of a user guide for Financier. @Alex suggested I solicit more help on the forums and since I haven't touched the guide since then, I figured that would be a good idea. If you're a nerd like me and would like to help document Financier, let me know and I'll send you the share link.

Other / Re: How would you categorize excess reimbursement?
« on: January 04, 2017, 01:08:59 PM »
I would probably use the same scheme you've been using. That makes sense to me. The real question is how do you want the payment to affect your reports?

Feature Requests / Re: Tutorials
« on: December 19, 2016, 11:08:22 AM »
Some type of tutorial or guide will be forthcoming, eventually. It's on the back burner to feature development right now.

Feature Requests / Re: Goals - Deluxe
« on: December 15, 2016, 11:57:10 AM »
Right, that's the functionality I'm hoping for with the Scheduled Transactions/multiple goals per category option.

Feature Requests / Goals - Deluxe
« on: December 15, 2016, 11:14:07 AM »
Throwing out ideas for goals, if/when they're implemented.

Basically there are three inputs the user can select (besides scheduled transactions): Budgeted amount, target category balance, and date. You can set goals with up to two of these.
  • Budgeted amount only: Fixed Funding type of goal. Budget $X each month.
  • Balance only: "Top up." Budget $X - current category balance.
  • Date only: DOES NOT COMPUTE... Can't really do anything with this one.
  • Balance and date: The program calculates the budgeted amount for you. The option to make this recurring would be a plus.
  • Budget and balance: Fixed funding with cap; for example, $50/month up to $200 balance.
  • Budget and date: This is where things get weird. I would like to see a "Christmas shopping" type of category calculated off of total funding, but I'm not sure how the innards of that would work. It's the only potential goal type that would have to look back at past months.
I would love to see these on an interactive setup screen--type in one or two parameters, and have Financier tell you what the budgeted amount would be. If the user enters a date first, the other fields should be bolded and a message should appear stating that more information is needed. Once two parameters are entered, the third should be greyed out and inactive.

The only other goal type I'd really like to see is Multiple Goals per category. It would probably be easiest to calculate this from the scheduled transactions. Maybe make that a checkbox option on the same screen: "Automatically calculate based on upcoming Scheduled Transactions." I would want it to look forward 12 months and figure out the minimum funding amount that would let me meet all obligations in that category.

Once the user sets up goals, the numbers would be applied using a "Quick Budget by Goals" option.

Off-topic / Re: The last thing you bought on
« on: December 15, 2016, 08:56:11 AM »
Last thing I bought was actually a decoy gift because my rotten husband guessed his Christmas gift.

Feature Requests / Re: New Transactions at the Top
« on: December 13, 2016, 08:04:42 AM »
I prefer to have the most recent information at the top of the list, so I really like having the transaction entry at the top. I like the idea of making it user preference, so we can all set it how we like it.

Feature Requests / Re: Is there a general timeframe for mobile?
« on: December 09, 2016, 08:24:42 PM »
Oh now that's just cruel.

Feedback / Re: Month overview bg color?
« on: December 01, 2016, 02:20:35 PM »
And with a negative number the following month.

Quick question. Should the "Overspent in Dec." number in the January Budget also be red if you decide not to WAM? It would be a negative number.

I like this idea. It would bring more attention to unaddressed overspending.

Feature Requests / Re: Bulk 'Categorize As'
« on: November 29, 2016, 07:48:09 AM »
Seconded! This would be great.

Feature Requests / Re: Quick budget - average for the last 6 months/year
« on: November 28, 2016, 02:04:14 PM »
I do think that having 3 month, 6 month and year avg options would be nice.

Also does it make sense to have the average based on outflows vs budgeted?

Yeah, I've been turning that over in my head since making this request. Ideally, if we're adjusting to cover overspending, the budgeted amounts will always be equal to or greater than the spent amounts. Those may be pretty close together on frequently used categories, but what about savings categories that may have no expenses at all? Based on that, I think I'd prefer to quick budget with past budgeted numbers rather than past spending.

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