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Topics - Billy_McSkintos

Pages: [1] 2
1
Other / Financier Report Spreadsheet: Link
« on: May 15, 2018, 10:00:37 AM »
I built this for myself so that I could better analyze my data. Unfortunately one must export one's data and import into Google Sheets, and so its static at the point.
I am afraid its a little basic and Google doesn't allow for the dynamic creation of charts from the pivot tables. I am, though, experimenting with some data validation options to achieve this.

I am sharing this in the hope that it is helpful to someone else but also in case others are able to enhance it (or use other apps) to create better reporting until Financier's options improve.

https://docs.google.com/spreadsheets/d/1vNHhaXPnH7WlDwqlBBNMyKDO7HlixlQ0BluqoOxsI9U/edit?usp=sharing

Excel Version (in progress)
https://1drv.ms/x/s!AkfQRJvEOOrG_TwH3cJ4ozHIhv16

2
Feature Requests / Virtual Accounts or Categories
« on: April 19, 2018, 06:51:24 PM »
I store money for long-term categories in a savings account. This is made up of a combination of category balances (emergency fund, buffer, vacation fund, shiny stuff etc).

I know the categories balance (C1, C2, C3, C4, C5) = Account Balance

My enhancement request would be to provide the functionality to create virtual accounts/categories that are made up of common mathematical operators in conjunction with any combination of  Category Budget, Category Outflow, Category Balance, Total Balance, Total Outflows, Total Budgeted, Account Balance, Account Cleared, Account Uncleared.

This would allow me to monitor and track all sorts of balance subsets automatically without having to do the maths, especially as they change regularly. I have a 4-month-old and 2.5 yr old. I'm so tired.

For example, my wife and I have retirement funds in multiple accounts, 6 I think, - Virtual Accounts will allow me to bundle those together.

My true Buffer balance is a combination of many categories and account balances. Answer? Virtual Accounts (I think).

Or am I just looking at my budget incorrectly; I really should be [insert other option...]

3
Bug Reports / This drives me nuts
« on: February 20, 2018, 01:36:01 PM »
Hi @Alex, is there any way to fix this extra (-ve) pixel margin, either permanently of by modifying the CSS?

4
Other / Customizing Financier: Themes and Styling
« on: February 20, 2018, 09:38:18 AM »
I have added the Stylish styles to userstyles.org so that they can be found and (sometimes) show up in the library tab of the plugin.

- Smaller Financier - shrinks some fonts and spacing
- Blue Financier - dark blue theme
- nYNABish - theme based on nYNAB

@cracksys You created an excellent take on YNAB4 style, but it has elements that cannot be uploaded.

For others interested in the YNAB4 style, here is his code:
Code: [Select]
@import url('https://fonts.googleapis.com/css?family=Quicksand:500|Lato|Clear+Sans+Pro|Nunito+Sans');
@import url('https://fonts.googleapis.com/css?family=Open+Sans&text=1234567890');

@font-face {
  font-family: 'Open Sans';
  font-style: normal;
  font-weight: 400;
  src: local('Open Sans Regular'), local('OpenSans-Regular'), url(https://fonts.gstatic.com/l/font?kit=56hreGcsKW_5tYMq1kGVlI1gxl0b5o72Zj2IMmSm8lM&skey=62c1cbfccc78b4b2&v=v14) format('woff2');
}

body, button, html, input, select, textarea {
    font-family: 'Open Sans','Quicksand','Nunito Sans','Lato';
}

.app-view__sidebar {
background: -webkit-linear-gradient(top, rgba(42,148,195,1) 0%, rgba(46,152,200,1) 100%);
background: linear-gradient(to bottom, rgba(42,148,195,1) 0%, rgba(46,152,200,1) 100%);
}

.app-view__links {
    background: #1A6F9D;
    border-style: solid;
    border-width:1px;
    border-color: #2B95C4;
    border-radius: 8px;
    margin: 5px 5px 5px 5px;
}

.app-view__accounts-list-border {
    background: #1A6F9D;
    border-style: solid;
    border-width:1px;
    border-color: #2B95C4;
    border-radius: 8px;
margin: 5px 5px 5px 5px;
}

.account__tr--stripe {
    background: #EDF6FB;   
}

.account__th {
background: -webkit-linear-gradient(top, rgba(103,114,120,1) 0%, rgba(77,90,97,1) 100%);
background: linear-gradient(to bottom, rgba(103,114,120,1) 0%, rgba(77,90,97,1) 100%);
}

.account__tbody {
    background: #FFFFFF;
}

.account__add-button {
color: #000000;
}

.app-view__title {
    background: rgba(42,148,195,1);
    color: #fff;
}

.app-view__sidebar-footer {
    background-color: rgba(46,152,200,1);
}

.sync-status {
    margin: 5px;
}

.app-view__sidebar-footer-button {
    background-color: rgba(46,152,200,1);
}

.app-view__sidebar-footer--logged-in:hover .app-view__sidebar-footer-button {
    background-color: #00596f;
}

.budget__thead {
    background-color: #DBDBDB;
}

.month-overview__month-overview--old {
    background-color: #5C666D;
}

.month-select__control {
background: -webkit-linear-gradient(top, #D6D6D6, #C7C8C7);
background: linear-gradient(to bottom, #D6D6D6, #C7C8C7);
    border-width:1px;
    border-style:outset;
}

.month-select__month {
    background: #49575E;
}

.month-select__month:hover {
    background: #49575E;
    opacity: 0.7;
}

.month-select__year {
    background-color: #2B3335;
}

.month-select__month:hover,
.month-select__year:hover,
.month-select__control:hover {
    opacity: 0.8;
}

.month-select__month--selected {
    background-color: #0082CB;
}

.month-overview__cell-head {
background: #EEF5E7;
    margin: 0px 0px 4px 0px;
}

.month-overview__month-overview {
    border-style: solid;
    border-width:1px;
    border-color: #2D3236;
    border-radius: 5px;
    margin: 4px 2px 4px 2px;
}

.budget__categories-label {
    color: #000000;
}

.budget__master-category-label {
background-color: #E6F4FB;
    border-width:1px;
    border-color:#2DB6E7;
border-top-style: dotted;
    border-bottom-style: dotted;
}

.budget__month-cell--input input {
    border: 1px solid rgba(58, 186, 232, 0.75);
}

.budget__category-label {
    font-size: 0.9em;
}

.account__td {
    font-size: 0.925em;
}

.month-overview__month-total {
    color: #ADCD5C;
font-weight: bold; 
}

.month-overview__month-total--negative {
    color: #ff4c4c;
font-weight: bold; 
}

.budget__cell-input,
.budget__month-cell--display {

}

Disclaimer: I am nothing more than a tinkerer so my code is likely messy and malformed.

5
Other / Customizing Financier: nYNABish Theme
« on: July 25, 2017, 12:51:50 PM »
For those using Stylish and want or are missing nYNAB's colors:

Code: [Select]
/* Loader Screen */

.loader {
    background: -webkit-linear-gradient(#2FADBF, #207F9C);
    background: linear-gradient(#2FADBF, #207F9C);
}
/* Month Selector Bar */

.month-select__month,
.month-select__control {
    background-color: #003540;
}
.month-select__month:hover,
.month-select__year:hover,
.month-select__control:hover {
    background-color: #34889b;
}
.month-select__year {
    background-color: #00596F;
}
.month-select__month--selected, .month-select__month--selected:hover {
    background-color: #00596F;
}
.month-select__month--selected:hover {
    background-color: #34889b;
}
/* Budget Overview: Change bg color, font color  */
.month-overview__month-overview {
   background-color: #003540;
}   
.month-overview__cell-head {
    background-color: #00596f;
    color: #FFF;
}
/* Color change of Positive budget */
.month-overview__month-total {
    color: #00A52F;
}
/* -------------------------- */

/* Color change of Negative values */
.budget__month-row--negative
{
 background-color: #c82333;
}
.month-overview__month-total--negative {
    color: #c82333;
}

/* -------------------------- */

/* Budget Master Category Row  */
.month-body__row--master {
    background-color: #E6F5FA;
}
/* -------------------------- */
/* Left Sidebar */

.app-view__sidebar {
    background: -webkit-linear-gradient(#2FADBF, #207F9C);
    background: linear-gradient(#2FADBF, #207F9C);
}
.app-view__title {
    background: #2FADBF;
}
.app-view__sidebar-footer-button {
    background-color: #207F9C;
}
.app-view__sidebar-footer--logged-in:hover .app-view__sidebar-footer-button {
    background-color: #00596f;
}
.app-view__sidebar-footer--logged-in.drop-enabled .app-view__sidebar-footer-button,
.app-view__sidebar-footer--logged-in:hover .app-view__sidebar-footer-button {
    background-color: #00596f;
}
/* Budget Selection Screen */

.budgets-header {
    background-color: #003540;
}
.budgets__title {
    color: #003540;
    border-bottom: 1px solid #003540
}
.budgets__budget {
    transition: transform .25s ease;
    border: 1px solid #003540;
}
.budgets__budget--loading:after {
    background-color: #003540;           
}
.fa-cog:hover, .fa-gear:hover, .fa-cog:after, .fa-gear:after {
    color: #003540;
}
/*.fa-cog:before, .fa-gear:before {
    color: #003c69;
}
*/
/* Budget Screen Buttons and Pop-ups */

.button--primary {
    background-color: #009BC4;
}
.button--primary:hover {
    background-color: #003540;
}
.form__textarea:focus {
    border-color: #003540;
}
.budget__month-cell--input input {
    border: 1px solid #003540;
}
.budget__month-cell--input input:focus,
.budget__month-cell--input input:hover {
    border: 1px solid #003c69;
}
/* Account Manifest */
.account__tr--overview {
    background-color: #003540;
}   
.account__th {
    background-color: #00596F;
}
.account__add-button {
    color: #003c69;
}
.account__editing-button--save {
    background-color: #009BC4
}
.account__editing-button--save:hover {
    background-color: #003540
}
.cleared--true {
    background-color: #003540;
}
.account__tr--stripe {
    background: #f4f7f6;
}
.virtual-list .vs-repeat-after-content, .virtual-list .vs-repeat-before-content {
    background: repeating-linear-gradient(180deg,#fff,#fff 30px,#F4F7F6 0,#F4F7F6 60px);
}
.virtual-list.odd-total .vs-repeat-after-content {
    background: repeating-linear-gradient(180deg,#F4F7F6,#F4F7F6 30px,#fff 0,#fff 60px);
}
.account__balance-value {
    color: #00A52F;
}

.account__balance-value--negative {
    color: #c82333;
}
/* Reconcile Pop-up */
@keyframes fade-to-primary {
  from {
    background: white;
  }

  to {
    background: #2FADBF;
  }
}

@keyframes fade-to-primary-caret {
  from {
    border-bottom-color: white;
  }

  to {
    border-bottom-color: #003540;
  }
}

/* Modal Popup */

.ngdialog.ngdialog-theme-default .ngdialog-content {
    border: 5px solid #003540;
}
.modal footer button.primary {
    background-color: #003540;
}
.modal footer button.primary:disabled {
    background-color: #003540;
}
.modal footer button.primary:hover {
    background-color: #003c69;
}
.modal form input:focus,
.modal form select:focus {
    border-color: #003540;
}

/* Error Background */
.e404 {
    background-color: #003c69;
}

6
Investing / 401k/403b, IRA's, HSA and others: Do you max them out?
« on: February 15, 2017, 10:10:04 AM »
Good morning all,

Now that I am in a good financial position (emergency fund, buffered, debt free (except mortgage) I have begun looking at maximising my investments/retirement savings. I am struggling to find a way to maximize them (you know, life) so I am curious are you all?

  • Who is using what investment vehicles?
  • Are you maxing out annual contributions?
  • How old are you (if willing to share)?

Individual Max Annual Contributions (2017):
401k: $18,000
Roth IRA: $5500
HSA: $3400

Total: $26900

Over 50/55 Additional Catch up (2017):
401k (50yrs): $6,000
Roth IRA (50yrs): $1000
HSA (55yrs): $1000

Total: $8000

7
Bug Reports / Income Inspector
« on: February 01, 2017, 09:35:34 PM »
I think my off-budget account income is being included in the inspector of my monthly income. The calculation of income is still correct, just not the transactions in the pop-up.

1.5.1
OSX 10.12.3
Chrome 55

8
General Discussion / Calculation of Months 'Buffered'?
« on: January 05, 2017, 11:13:37 PM »
I fear I have depleted my buffer so I am trying to figure it out. I am tired so I am self doubting. I think the calculation is this:

Balance of On-Budget Accounts (x)

divided by

Monthly Budget (y)

=  (z) months of buffer

Is that correct?

9
Other / Customizing Financier: Blue Theme
« on: January 03, 2017, 03:59:02 PM »
If you are using Stylish or something similar to modify the css and want a blue theme:

Code: [Select]
/* Loader Screen */

.loader {
    background: -webkit-linear-gradient(#003c69, #4b7397);
    background: linear-gradient(#003c69, #4b7397);
}
/* Month Selector Bar */

.month-select__month,
.month-select__control {
    background-color: #134d77;
}
.month-select__month:hover,
.month-select__year:hover,
.month-select__control:hover {
    background-color: #003c69;
}
.month-select__year {
    background-color: #003c69;
}
.month-select__month--selected, .month-select__month--selected:hover {
    background-color: #4b7397;
}
.month-select__month--selected:hover {
    background-color: #003c69;
}
/* Budget Overview: Change bg color, font color  */

.month-overview__cell-head {
    background-color: #e3ecf2;
    color: #3E3E3E;
}
/* -------------------------- */
/* Left Sidebar */

.app-view__sidebar {
    background: -webkit-linear-gradient(#003c69, #4b7397);
    background: linear-gradient(#003c69, #4b7397);
}
.app-view__title {
    background: #003c69;
}
.app-view__sidebar-footer-button {
    background-color: #4b7397;
}
.app-view__sidebar-footer--logged-in:hover .app-view__sidebar-footer-button {
    background-color: #003c69;
}
.app-view__sidebar-footer--logged-in.drop-enabled .app-view__sidebar-footer-button,
.app-view__sidebar-footer--logged-in:hover .app-view__sidebar-footer-button {
    background-color: #003c69;
}
/* Budget Selection Screen */

.budgets-header {
    background-color: #4b7397;
}
.budgets__title {
    color: #4b7397;
    border-bottom: 1px solid #4b7397
}
.budgets__budget {
    transition: transform .25s ease;
    border: 1px solid #4b7397;
}
.budgets__budget--loading:after {
    background-color: #4b7397;           
}
.fa-cog:hover, .fa-gear:hover, .fa-cog:after, .fa-gear:after {
    color: #4b7397;
}
.fa-cog:before, .fa-gear:before {
    color: #003c69;
}

/* Budget Screen Buttons and Pop-ups */

.button--primary {
    background-color: #4b7397;
}
.button--primary:hover {
    background-color: #003c69;
}
.form__textarea:focus {
    border-color: #4b7397;
}
.budget__month-cell--input input {
    border: 1px solid #4b7397;
}
.budget__month-cell--input input:focus,
.budget__month-cell--input input:hover {
    border: 1px solid #003c69;
}
/* Account Manifest */

.account__th {
    background-color: #4b7397;
}
.account__add-button {
    color: #003c69;
}
.account__editing-button--save {
    background-color: #4b7397
}
.account__editing-button--save:hover {
    background-color: #003c69
}
.cleared--true {
    background-color: #4b7397;
}
.account__tr--stripe {
    background: #f4f7f6;
}
.virtual-list .vs-repeat-after-content, .virtual-list .vs-repeat-before-content {
    background: repeating-linear-gradient(180deg,#fff,#fff 30px,#F4F7F6 0,#F4F7F6 60px);
}
.virtual-list.odd-total .vs-repeat-after-content {
    background: repeating-linear-gradient(180deg,#F4F7F6,#F4F7F6 30px,#fff 0,#fff 60px);
}

@keyframes fade-to-primary {
  from {
    background: white;
  }

  to {
    background: #4b7397;
  }
}

@keyframes fade-to-primary-caret {
  from {
    border-bottom-color: white;
  }

  to {
    border-bottom-color: #4b7397;
  }
}

/* Modal Popup */

.ngdialog.ngdialog-theme-default .ngdialog-content {
    border: 5px solid #4b7397;
}
.modal footer button.primary {
    background-color: #4b7397;
}
.modal footer button.primary:disabled {
    background-color: #4b7397;
}
.modal footer button.primary:hover {
    background-color: #003c69;
}
.modal form input:focus,
.modal form select:focus {
    border-color: #4b7397;
}
/* Error Background */
.e404 {
    background-color: #003c69;
}

10
General Discussion / Financier Budgeting Strategy
« on: December 20, 2016, 10:31:44 AM »
A (27yr old) friend started discussing his financial woes with me and I shared my success with YNAB. I pointed him towards their website to learn the strategies but encouraged him to use Financier as the tool. I want to ensure he picked it all up and work with him build a strategy to financial security and not live pay check to pay check. I am thinking about educating him on the following and using Financier but want to start a conversation with you all and develop this for him but also, as other posts have mentioned, for those that are new to Financier and haven't been through YNAB first.

  • List of all accounts, balances, assets, debts, liabilities, savings, investments and income.
  • Understand the definition of budget
  • Create a budget: Spend less than you earn
  • Plan for and expect surprises
  • Track expenditures regularly
  • Pay off Debt
  • Save to Buffer
  • Review and Refine

11
Bug Reports / Unable to Reconcile to $0 balance
« on: December 19, 2016, 09:23:38 AM »
When I reconcile my wallet (cash) I am unable to enter 0 as my balance after I answer "no" to the balance the question. The reconcile button is greyed out.

Win 10
Chrome Version 55.0.2883.87 m (64-bit)
Financier Version 1.4.7 (Dec 18, 2016)


12
Off-topic / Project Fi Cell Service
« on: December 13, 2016, 09:57:28 AM »
So I have been using Project Fi (https://fi.google.com) for about a year now and love it, so much cheaper, no fuss and always good service. Google just announced a referral program giving $20 off to each of us so I thought I would share mine in case anyone is on the fence:

https://g.co/fi/r/RWN1J1

13
General Discussion / 401k: Rollover, IRA or ?
« on: December 02, 2016, 09:14:16 AM »
I thought I'd ask this as I am not sure of the best option to take or why.

I have just started a new job which offers a 403b through Fidelity (cost: unknown)
I have a 401k with a  previous company managed by a local company but in Vanguard 2045 (cost: $45/y)
I just found ~ $1000 in a 401k from another previous company in Fidelity 2050 (cost: $30/y)

So, should I rollover my 401k's into the 403b an IRA, roll one 401k into the other or something else? Why? What should I be considering?

Thank you for any advice, opinions you can offer.

14
Feature Requests / Cleared/Enter Transacation
« on: November 07, 2016, 10:30:12 AM »
On the account manifest:


1. I know you are working on a "cleared" keyboard shortcut - excited!
2. If I click "cleared" I cannot [Enter] to Save/Save Add the transaction. Is it possible to add that specific functionality?

15
Other / Customizing Financier
« on: November 03, 2016, 10:32:35 AM »
Continuing on from the CSS/HTML Tweak thread and the History of Financier (it used to be a teal colour) thread and at Alex's suggestion, here are some links to some emoji's I have used to identify my accounts. These all render differently based on the OS version and browser:


🏦 Bank: http://emojipedia.org/bank/
💳 Credit Card: http://emojipedia.org/credit-card/
💵 Dollar Note: http://emojipedia.org/banknote-with-dollar-sign/
💰 Money Bag: http://emojipedia.org/money-bag/
💲 Dollar Sign: http://emojipedia.org/heavy-dollar-sign/
🔮 Crystal Ball: http://emojipedia.org/crystal-ball/
📈 Chart: http://emojipedia.org/chart-with-upwards-trend/
🐖 Pig: http://emojipedia.org/pig/
🌴 Palm Tree: http://emojipedia.org/palm-tree/
📺 Television: http://emojipedia.org/television/
🎅 Father Xmas: http://emojipedia.org/father-christmas/
🎁 Gift: http://emojipedia.org/wrapped-present/



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