Financier Forums

Monday update: Back to reality, and it's another very busy week. I did make a small amount of progress on the budget editor last week, but not enough to share, yet. This week should be a little more productive now that I'll be within range of electricity and a solid internet connection most of the time.

A little more progress made last night. Attached is a sneak preview of the budget view. It’s an early design, so the layout will be changing.

Love it so far !!!!!!!!

Looking good!

One of my favourite features of the YNAB app is the ability to pin categories to the top of the budget and then tap on them to create a transaction for that category.

Is that a possibility since you are early in the design/build?

Quote from: Billy_McSkintos on November 21, 2017, 10:01:48 AM
Looking good!

One of my favourite features of the YNAB app is the ability to pin categories to the top of the budget and then tap on them to create a transaction for that category.

Is that a possibility since you are early in the design/build?

The sky’s the limit.

That made me think about another potential improvement. What does everyone think about having the transaction editor jump directly to the amount editor when adding a new transaction? That’s usually the first thing I click on.

Editing an existing transaction would work like it does now.

Quote from: asromzek on November 21, 2017, 12:48:31 PM
What does everyone think about having the transaction editor jump directly to the amount editor when adding a new transaction?

Yes

+1 !!!

+1, sneak peek is looking good.

Another sneak peek, now with more consistent color theming and the ability to collapse the budget info header.

v0.4.1 released: Why share screenshots when there's stuff for everyone to play with? The initial budget header view is mostly complete, although there will be a few more enhancements coming. The category budget view/editor is also still to come. I'm releasing mostly to give everyone a chance to give some feedback on the look & feel. In addition to that, when adding a new transaction the amount editor is brought up automatically, and then each subsequent editor is automatically opened after entering the previous information: Amount > Payee > Category > Memo. Give that a go, and let me know what you think.

Edit: I already see a (display) bug or two, so an "Under Construction" sign should be appropriate.

Really like it, especially the way the new transaction editor automatically opens each editor. This made entering transactions much easier.

Hggnh. That latest screenshot got my 'spider sense' tingling. I need tissues.

Quote from: cracksys on November 22, 2017, 07:16:28 PM
Hggnh ... I need tissues.

TMI!

v0.4.2 released: The budget view now displays categories with budget, outflow, and balance values. The data is view-only at this point, but hopefully that adds a little value while you're out shopping.

There are quite a few things that need to be added to the budget view/editor, and the following is a short of things that I will be tackling first (in no particular order).

• Better indication that a previous, current, or a future month is selected.
• Tapping month display will take you to the current month.
• Budget view should remember the last month selected when leaving and reopening the view.
• Tapping a category name will trigger a new transaction editor for that category.
• Tapping a budget value will open the budget value editor (still designing that in my head).
• Tapping an outflow value will display a short list of transactions that make up the amount.
• Tapping the balance value will allow you to enable/disable the red arrow if the value is negative.
• The ability to pin categories to the top of the view. Likely a local setting, unique to the browser.
• Better value highlighting or hiding, to better match the behavior of the main app.
• Notes... These need to be added to more than the budget view.

As usual, feedback is welcome.