Summary Information Missing #10

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opened 2025-12-28 23:23:58 +01:00 by adam · 2 comments
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Originally created by @rjdainty1 on GitHub (Jan 26, 2025).

When viewing Overview -> Monthly, the summary categories down the right hand side of the screen are all blank.

I'm unsure if this is by design, but I have a number of transactions, past and future, project and paid - and still all summary categories are blank.

Example below:-
Image

I don't see any error message on screen, nor does the web developer console show any errors. Docker logs also show no error. If it helps, I'm using Firefox on MacOS, I'm connecting over HTTP (rather than HTTPS) - if I can provide any more information just let me know.

Great project by the way!

Originally created by @rjdainty1 on GitHub (Jan 26, 2025). When viewing Overview -> Monthly, the summary categories down the right hand side of the screen are all blank. I'm unsure if this is by design, but I have a number of transactions, past and future, project and paid - and still all summary categories are blank. Example below:- <img width="415" alt="Image" src="https://github.com/user-attachments/assets/a7ec75f5-82c9-45da-a394-9dbd3009719a" /> I don't see any error message on screen, nor does the web developer console show any errors. Docker logs also show no error. If it helps, I'm using Firefox on MacOS, I'm connecting over HTTP (rather than HTTPS) - if I can provide any more information just let me know. Great project by the way!
adam added the question label 2025-12-28 23:23:58 +01:00
adam closed this issue 2025-12-28 23:23:58 +01:00
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@eitchtee commented on GitHub (Jan 26, 2025):

When you go to /transactions/ and /yearly/account/2025/ do you see the sums correctly?

On the monthly view the line besides your transactions look like number 1 or number 2? Color doesn't matter.

Image

If they all look like number 2, a dotted line, this means you configured all your accounts as Asset accounts, by design the totals from asset accounts aren't shown on the monthly page. You should configure all your main cash accounts and credit cards as not asset, and any investimentos or accounts you can't or don't want to withdraw cash from as Asset.

I do have plans to allow you to see the totals from these accounts on the monthly view, but it isn't implemented yet.

@eitchtee commented on GitHub (Jan 26, 2025): When you go to /transactions/ and /yearly/account/2025/ do you see the sums correctly? On the monthly view the line besides your transactions look like number 1 or number 2? Color doesn't matter. ![Image](https://github.com/user-attachments/assets/d0a626e6-6b98-4f21-8528-b2b349295af0) If they all look like number 2, a dotted line, this means you configured all your accounts as Asset accounts, by design the totals from asset accounts aren't shown on the monthly page. You should configure all your main cash accounts and credit cards as not asset, and any investimentos or accounts you can't or don't want to withdraw cash from as Asset. _I do have plans to allow you to see the totals from these accounts on the monthly view, but it isn't implemented yet._
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@eitchtee commented on GitHub (Feb 1, 2025):

In the next update you will be able to see account and currency data on the monthly view.

@eitchtee commented on GitHub (Feb 1, 2025): In the next update you will be able to see account and currency data on the monthly view.
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Reference: starred/WYGIWYH#10