View for spending per category #17

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opened 2025-12-28 23:24:06 +01:00 by adam · 5 comments

adam commented 2025-12-28 23:24:06 +01:00

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Originally created by @CocaCola2701 on GitHub (Jan 28, 2025).

Hey.

I'm using WYGIWYH for a few days now and I'm loving it!

But i realized that there is no way to see how much I spend on a specific category over the month or maybe over the year. As an example I got a category "groceries" and would love to be able to see how much was spend on groceries in January or how January was in comparison to July.

Am I missing something or is there no way to display this data right now? Is it already on your road-map? Are there other views or possibilities for data evaluation planned?

Thanks a lot!

Regards

Originally created by @CocaCola2701 on GitHub (Jan 28, 2025). Hey. I'm using WYGIWYH for a few days now and I'm loving it! But i realized that there is no way to see how much I spend on a specific category over the month or maybe over the year. As an example I got a category "groceries" and would love to be able to see how much was spend on groceries in January or how January was in comparison to July. Am I missing something or is there no way to display this data right now? Is it already on your road-map? Are there other views or possibilities for data evaluation planned? Thanks a lot! Regards

adam added the enhancement label 2025-12-28 23:24:06 +01:00

adam closed this issue 2025-12-28 23:24:07 +01:00

adam commented 2025-12-28 23:24:07 +01:00

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@eitchtee commented on GitHub (Jan 28, 2025):

Glad you're loving it!

I definitely want to add more views and in-depth information, I just haven't got around to designing these screen yet. If you have some suggestions about what you would like to have/see I would love to hear them.

As a work-around for now, you can go to Transactions > All on the navbar. Then you can filter for Category and Reference Date (or Date), the right bar should show you how much you spent/earned on this category by Currency and By Account.

For example, if you want to see how much you spent on grocery on July, filter for:

• Category: Grocery
• Reference Date: Start on July 2024 until July 2024

@eitchtee commented on GitHub (Jan 28, 2025): Glad you're loving it! I definitely want to add more views and in-depth information, I just haven't got around to designing these screen yet. If you have some suggestions about what you would like to have/see I would love to hear them. As a work-around for now, you can go to `Transactions > All` on the navbar. Then you can filter for Category and Reference Date (or Date), the right bar should show you how much you spent/earned on this category by Currency and By Account. For example, if you want to see how much you spent on grocery on July, filter for: - Category: Grocery - Reference Date: Start on July 2024 until July 2024

adam commented 2025-12-28 23:24:08 +01:00

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@eitchtee commented on GitHub (Feb 16, 2025):

Version 0.10.1 should allow you to do what you want using the new Insights > Category Explorer.

More charts and data visualization coming soon!

@eitchtee commented on GitHub (Feb 16, 2025): Version 0.10.1 should allow you to do what you want using the new `Insights` > `Category Explorer`. More charts and data visualization coming soon!

adam commented 2025-12-28 23:24:08 +01:00

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@CocaCola2701 commented on GitHub (Feb 24, 2025):

Hey. The "Insights" section is fantastic and I successfully use it to track my expenses/income per category, as I described in my initial post.

Would it be possible to have another "insight" like "Category Overview" with a table like this (just as a simple example):

I have no idea if this will be easy to accomplish, so thank you in advance for looking into this!

@CocaCola2701 commented on GitHub (Feb 24, 2025): Hey. The "Insights" section is fantastic and I successfully use it to track my expenses/income per category, as I described in my initial post. Would it be possible to have another "insight" like "Category Overview" with a table like this (just as a simple example):  I have no idea if this will be easy to accomplish, so thank you in advance for looking into this!

adam commented 2025-12-28 23:24:08 +01:00

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@eitchtee commented on GitHub (Feb 24, 2025):

Glad you like it.

Would it be possible to have another "insight" like "Category Overview" with a table like this:

Sounds good, shouldn't be too hard (famous last words).

@eitchtee commented on GitHub (Feb 24, 2025): Glad you like it. > Would it be possible to have another "insight" like "Category Overview" with a table like this: Sounds good, shouldn't be too hard (famous last words).

adam commented 2025-12-28 23:24:09 +01:00

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@eitchtee commented on GitHub (Feb 28, 2025):

@CocaCola2701 this will be available on the next update, probably coming out this weekend.

Spoilers:

@eitchtee commented on GitHub (Feb 28, 2025): @CocaCola2701 this will be available on the next update, probably coming out this weekend. Spoilers: 

adam referenced this issue 2025-12-28 23:26:14 +01:00

[PR #17] [MERGED] feat(fields:forms:dynamic-select): support existing objects not currently on the queryset #109

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Reference: starred/WYGIWYH#17