Recent Posts

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91
Other / Re: Financier Report Spreadsheet: Link
« Last post by Billy_McSkintos on May 17, 2018, 11:37:58 AM »
Added the Income/Inflows report.

I have added an Income, Expenditure, Net report to my own version but this requires some manipulation of the metrics. If you would like this report you will have to build the additional calculated fields yourself. Let me know if you would like a guide.
92
Other / Re: Financier Report Spreadsheet: Link
« Last post by asromzek on May 16, 2018, 12:15:56 PM »
That looks really awesome, @Billy_McSkintos. :parrot:
93
Other / Re: Financier Report Spreadsheet: Link
« Last post by Billy_McSkintos on May 16, 2018, 11:48:02 AM »
I made some tweaks that I think look and work better

Data Studio Report: https://datastudio.google.com/open/1f1gZJxd9sxnTNbetbzKB8e-FAXhHB10X
94
Other / Re: Financier Report Spreadsheet: Link
« Last post by Billy_McSkintos on May 15, 2018, 01:30:01 PM »
I've just discovered Google's Data Studio (free for individuals). I am going to see if I can build a report and share it where you can just add your own data source (the financier export)

Here it is - very beta and basic for now but I will keep adding functionality and reports. I think this is how you can get it working

1. Sign up for Google Data Studio (Free)
2. Open and make a copy of this report (below): Click Edit and then File > Make A Copy

https://datastudio.google.com/open/1f1gZJxd9sxnTNbetbzKB8e-FAXhHB10X

3. Export your data from Financier and extract the xxxxx - Register.csv file
4. Upload the report to Google Drive and Open with Google Sheets
5. In the Data Studio Report: File > Report Settings
6. Create a new data file
7. Select your financier export from Google Sheets
8. Adjust the data type of Inflow and outflow to Currency
9. Click Add to Report
10. Press View to access the report
95
Other / Re: Financier Report Spreadsheet: Link
« Last post by keyboard on May 15, 2018, 11:34:43 AM »
Hi Billy

Looks like a lot of work went into this..... I will spend some time with this.

Ron
96
Other / Financier Report Spreadsheet: Link
« Last post by Billy_McSkintos 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
97
Feedback / Re: Add your name to this message if you use Financier!
« Last post by asromzek on May 14, 2018, 10:14:19 AM »
That makes two of us, even though I almost fell off the face of the earth.
98
Feedback / Add your name to this message if you use Financier!
« Last post by keyboard on May 13, 2018, 11:32:26 AM »
I am using Financier daily
99
Feature Requests / Make a fresh start
« Last post by keyboard on May 01, 2018, 08:55:18 AM »
I do envy the "NYAB" Users who have the fresh start option... I do find myself sometimes with the need to make a fresh start but hesitant to do so ..

It would be awesome to have this. Save a ton of time for me

Ron
100
Feature Requests / Re: Virtual Accounts or Categories
« Last post by Joel on April 20, 2018, 11:54:25 PM »
Just make sure you keep enough in checking and put excess into savings.

This would be a good use case to make sure that I have enough money in my checking:

Bills Categories + Credit Cards  = Minimum to keep in checking

This is where the old YNAB trick of leveraging future dated transactions comes in handy. If you primarily use your credit card(s) for spending and are setup to automatically pay the statement balance in full on the due date, you typically know your scheduled checking outflows for ~30 days. Once you have the exact amount and date do each scheduled outflow transaction, “enter to register”. Don’t enter any inflows until actually received and make sure your working balance stays above whatever level you deem appropriate. Personally, I like to keep it at $5k after all planned outflows over the next ~30 days will be gone. Sometimes I run it a bit lower knowing our paychecks are predictable and a transfer from Ally Bank can happen within a few days, if needed.
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