Financier Forums

Financier App => Feature Requests => Topic started by: DaddyGFamily on November 21, 2016, 04:29:52 PM

Title: Scheduled Transaction Calendar
Post by: DaddyGFamily on November 21, 2016, 04:29:52 PM
Hey!

Love what your creating here and taking everyone's input.

I'd like to see a scheduled transaction calendar. I have an iPhone and like the way the monthly calendar works as an example. But, I thought I'd take a stab at using paint - "limited" experience with copy/paste but feel the gong show I created describes what I'd like to see better than I can explain it.

http://www.code4app.net/photo/1415678326_1.gif

I hope this works!

Title: Re: Scheduled Transaction Calendar
Post by: DaddyGFamily on November 21, 2016, 04:31:14 PM
To clarify my picture:

The calendar only would be visible. Once you click on the little colored circle, the transaction, you'd be taken to either a transaction entry or to the transaction itself.
Title: Re: Scheduled Transaction Calendar
Post by: Alex on November 21, 2016, 04:53:59 PM
Hmmm, interesting. I was considering having a transaction calendar thing, but it would probably be a separate view or a modal or something. I have been considering putting something in that giant white box, but every time I try it just ends up making the UI confusing (makes it look less like a table).

Scheduled transactions will probably start by being similar to how you currently enter normal transactions, although they will probably have their own partition of the register.

Thanks for the idea! :D
Title: Re: Scheduled Transaction Calendar
Post by: Joel on November 21, 2016, 04:55:28 PM
That empty space does stand out to me as well.

I think the idea of having a calendar showing is neat. However, with the header bar collapsed that space is relatively small for me already. Not sure if there would be enough room for a calendar.
Title: Re: Scheduled Transaction Calendar
Post by: Joel on November 21, 2016, 04:56:03 PM
Quote from: Alex on November 21, 2016, 04:53:59 PM
Hmmm, interesting. I was considering having a transaction calendar thing, but it would probably be a separate view or a modal or something. I have been considering putting something in that giant white box, but every time I try it just ends up making the UI confusing (makes it look less like a table).

Scheduled transactions will probably start by being similar to how you currently enter normal transactions, although they will probably have their own partition of the register.

Thanks for the idea! :D

Please give them their own partition that can be collapsed/hidden. I absolutely hate how nYNAB doesn't give them a separate area.
Title: Re: Scheduled Transaction Calendar
Post by: Alex on November 21, 2016, 05:00:56 PM
Quote from: Joel on November 21, 2016, 04:56:03 PM
Please give them their own partition that can be collapsed/hidden. I absolutely hate how nYNAB doesn't give them a separate area.

I was intrigued by the way they did it in nynab. It looks like this is the reason they don't have future transactions count in the register -- It would not make sense for a scheduled transaction to count in the future. However, it does make sense to allow users to make regular future transactions count in the register which is why I think their solution is not as good as YNAB 4's.

TLDR yeah it'll be a separate section (since scheduled transactions (at least the "spawner" that creates normal transactions) are "special" etc etc -- doesn't make sense to have them with all of the other transactions). :)
Title: Re: Scheduled Transaction Calendar
Post by: Billy_McSkintos on November 21, 2016, 05:31:39 PM
@DaddyGFamily Are you thinking something similar to the Mint.com Bill view? (attached)

@Joel Yes, definitely their own partition!

I also like the idea of visualizing spending, perhaps in histogram view of the month?
Title: Re: Scheduled Transaction Calendar
Post by: Joel on November 21, 2016, 08:31:18 PM
I think some form of calendar view would be great. It would further differentiate Financier from YNAB, and it's definitely a neat opportunity.