Scheduled Transaction Calendar

[DaddyGFamily]

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!

[DaddyGFamily]

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.

[Alex]

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!

[Joel]

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.

[Joel]

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!

Please give them their own partition that can be collapsed/hidden. I absolutely hate how nYNAB doesn't give them a separate area.

[Alex]

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).

[Billy_McSkintos]

@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?

[Joel]

I think some form of calendar view would be great. It would further differentiate Financier from YNAB, and it's definitely a neat opportunity.