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Feature Requests / Re: change account for existing transaction
« on: June 26, 2018, 06:32:46 AM »
Awesome, thanks guys! 
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Feature Requests / change account for existing transaction
« on: June 23, 2018, 07:41:04 AM »
Been happily using Financier since February 2017.
I'd like to be able to move an existing transaction from one account to another. Here's why. At least a few times a week, I'll accidentally enter a transaction on the wrong account (e.g. Credit Card A instead of Credit Card B). When I do this, I'd like to be able to move that whole transaction from CC-A to CC-B with a couple of clicks (I think I used to be able to do this in YNAB4? but I've since deleted that app so I can't check). But I can't find any way to do that in Financier. Ideally something like:
* select transaction
* Edit (dropdown) -> move to account XYZ.
Instead, I must delete (Edit->Delete) the transaction on CC-A, and then recreate it in it's entirety in CC-B.
Thanks for consideration!
-Chris
I'd like to be able to move an existing transaction from one account to another. Here's why. At least a few times a week, I'll accidentally enter a transaction on the wrong account (e.g. Credit Card A instead of Credit Card B). When I do this, I'd like to be able to move that whole transaction from CC-A to CC-B with a couple of clicks (I think I used to be able to do this in YNAB4? but I've since deleted that app so I can't check). But I can't find any way to do that in Financier. Ideally something like:
* select transaction
* Edit (dropdown) -> move to account XYZ.
Instead, I must delete (Edit->Delete) the transaction on CC-A, and then recreate it in it's entirety in CC-B.
Thanks for consideration!
-Chris
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Announcements / Re: Financier frontend repository is now open sourced!
« on: August 30, 2017, 01:34:30 PM »From a user perspective, nothing should change unless @Alex decides he wants it to. He controls the "authoritative" copy of the software, which is called the "upstream" version. Basically, the open-sourcing enables everyone to make a full copy of the program (offline-only, since he only released the front-end part). A developer (or enterprising user) can then make changes to their personal copy however they wish, changing things, adding functionality, etc. however they like. They can then submit a "pull request" to the upstream version, and Alex can decide whether or not to incorporate that change into the primary version that everyone uses when they go to app.financier.io.
Hope that makes sense!
Crystal clear. Thanks!
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Announcements / Re: Financier frontend repository is now open sourced!
« on: August 30, 2017, 06:57:14 AM »I would like to note that I still stand behind Financier in maintaining it in the future. If you're using it today, don't worry about it going anywhere anytime soon.
This part is good to hear.
However, can someone explain the practical implications for folks like me who are end users (only), and are not software developers / don't plan to contribute to open source development? I just paid my $12 bucks and want to use the program as a replacement for YNAB4. Does it being open sourced mean that the look/feel/functionality is likely to change at the will of arbitrary software developers who decide to contributing to the project? Or will there be someone providing 'direction' for development?
To be clear, I'm not against new (sought after) features being implemented -- far from it. I'm just curious how the open source flow works in practice. I'd imagine different folks have different ideas about what should be changed..
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Other / Re: Still Using, still liking it !!!!
« on: August 20, 2017, 03:54:39 PM »
Same here. I hope this software continues to remain available regardless of what Alex decides to do with it...
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Announcements / Re: Status of Financier development
« on: June 19, 2017, 10:36:06 AM »
Just wanted to put a voice of support here for Alex and Financier since everything seems to be negative these days (especially on /r/financier). I was willing to pay $12 a year for the features Financier advertised at the time I signed up, and it still does all those things for me. And it does them well. Do I look forward to transaction import and mobile? Absolutely. But c'mon guys there's nothing else even close to what Financier offers for TWELVE BUCKS, because if there were, we'd all be using that software instead.
Financier has been rock solid for me and I'm not jumping ship unless the software ceases to perform the function it performs today, or something better comes along. I don't anticipating either happening any time soon. Alex has made clear that he's keeping the servers going.
Alex, keep up the good work. I look forward to updates once you're able to get to them.
Financier has been rock solid for me and I'm not jumping ship unless the software ceases to perform the function it performs today, or something better comes along. I don't anticipating either happening any time soon. Alex has made clear that he's keeping the servers going.
Alex, keep up the good work. I look forward to updates once you're able to get to them.
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Bug Reports / Re: unexplained "Overspent in Mar" amount
« on: March 15, 2017, 12:13:44 PM »
Disregard. Sorry for false alarm. I found it (see attached).
Problem is that this is a split/multiple transaction, so I didn't see the red/uncategorized amount in the normal account view (only saw it once I hit the arrow to expand the split/multiple transaction!).
Wishlist request: mark the split/multiple transaction parent category as red/uncategorized if there are any child categories that are red/uncategorized. Thanks!
Problem is that this is a split/multiple transaction, so I didn't see the red/uncategorized amount in the normal account view (only saw it once I hit the arrow to expand the split/multiple transaction!).
Wishlist request: mark the split/multiple transaction parent category as red/uncategorized if there are any child categories that are red/uncategorized. Thanks!
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Bug Reports / unexplained "Overspent in Mar" amount
« on: March 15, 2017, 12:06:31 PM »
Hi Alex, et al,
See attached.
I cannot find the source for the 'overspent' $43.27. This just popped up today after adding some transactions.
I do have some red/negative category balances in March, but they are all set to "Subtract it from the next month's category balance" (i.e. red arrow forward), not "Subtract it from the next month's 'Available to Budget'", so I expect my Overspent in Mar should be zero.
Can you tell me what to look for, or Alex, can you take a look at my budget data?
Either I'm missing something obvious (likely), or this is a bug.
Thanks
Chris
See attached.
I cannot find the source for the 'overspent' $43.27. This just popped up today after adding some transactions.
I do have some red/negative category balances in March, but they are all set to "Subtract it from the next month's category balance" (i.e. red arrow forward), not "Subtract it from the next month's 'Available to Budget'", so I expect my Overspent in Mar should be zero.
Can you tell me what to look for, or Alex, can you take a look at my budget data?
Either I'm missing something obvious (likely), or this is a bug.
Thanks
Chris
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Other / Re: logging out -- best practices?
« on: March 08, 2017, 03:15:27 PM »
Thanks Alex.
I'm not sure I understood your last comment, though.
Based on my current understanding:
* If I'm on my own private machine, then I simply close the tab. No need to explicitly log out.
* If I'm on a shared/public machine (or more generally, anything other than my own private machine), then I want to "logout & remove local budgets".
Have I got that right? Or is it more complicated than that?
Thanks
I'm not sure I understood your last comment, though.
Quote
There are very few reasons when someone would want to log out without clearing local budgets.
Based on my current understanding:
* If I'm on my own private machine, then I simply close the tab. No need to explicitly log out.
* If I'm on a shared/public machine (or more generally, anything other than my own private machine), then I want to "logout & remove local budgets".
Have I got that right? Or is it more complicated than that?
Thanks
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Other / logging out -- best practices?
« on: March 03, 2017, 08:04:30 AM »
Is there any real difference between me just closing my browser/tab when I'm "done" with Financier instead explicitly clicking the "Logout" button?
Does the former force a 'sync' first, and is therefore safer? Or is there no difference?
For this question assume I'm working on my own private, home machine (not a shared/public machine), so I don't want/need to "remove local budgets".
Does the former force a 'sync' first, and is therefore safer? Or is there no difference?
For this question assume I'm working on my own private, home machine (not a shared/public machine), so I don't want/need to "remove local budgets".
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Feature Requests / Re: Cleared/Enter Transacation
« on: February 27, 2017, 09:26:50 AM »
What is the shortcut to mark a transaction as cleared? Sorry, it's not clear to me from reading this thread.
The Trello entry cited here mentions "ctrl+shift+c in YNAB4" but if I try that (I'm using Chrome) it brings up an element inspector because that particular shortcut has a particular meaning to Chrome.
Also, when I'm entering a new transaction, it goes something like this:
Click [Add new Transaction]
[Enter] to accept current date
type in payee name
[tab]
type in category name
[enter to select existing]
[tab] (no memo needed)
enter amount in outflow
[enter]
However, the final step brings up the dialog to enter another transaction (equivalent to "save & add another" button). Is there a keyboard shortcut equivalent to the "save" button, i.e. something I'd use if I only wanted to enter one transaction.
The Trello entry cited here mentions "ctrl+shift+c in YNAB4" but if I try that (I'm using Chrome) it brings up an element inspector because that particular shortcut has a particular meaning to Chrome.
Also, when I'm entering a new transaction, it goes something like this:
Click [Add new Transaction]
[Enter] to accept current date
type in payee name
[tab]
type in category name
[enter to select existing]
[tab] (no memo needed)
enter amount in outflow
[enter]
However, the final step brings up the dialog to enter another transaction (equivalent to "save & add another" button). Is there a keyboard shortcut equivalent to the "save" button, i.e. something I'd use if I only wanted to enter one transaction.
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Feature Requests / optimize vertical screen real-estate
« on: February 26, 2017, 10:53:20 AM »
Hi. New user here. Looks great so far.
I have quite a few budget categories, enough that this completely fills (vertically) my 27" iMac display using YNAB4. Using Financier, it doesn't seem to use this vertical space as efficiently, and as a result I'm not able to fit as much data onto my screen using Financier. As one example, the monthly at the top of each month column uses quite a bit more vertical space in financier. See attached. It seems like the regular category rows are also slightly taller in Financier, also.
Would love to see this vertical space optimized if at all possible. Thanks for consideration!
I have quite a few budget categories, enough that this completely fills (vertically) my 27" iMac display using YNAB4. Using Financier, it doesn't seem to use this vertical space as efficiently, and as a result I'm not able to fit as much data onto my screen using Financier. As one example, the monthly at the top of each month column uses quite a bit more vertical space in financier. See attached. It seems like the regular category rows are also slightly taller in Financier, also.
Would love to see this vertical space optimized if at all possible. Thanks for consideration!
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