Originally created by @eitchtee on GitHub (Apr 10, 2025).
Hello,
As we continue to import transactions from our former tracking solution (import template creation is super helpful by the way!) we are starting to see the reports and insights come to life with all the information. It would be helpful if in “Category Overview” the amount spent per category was also visualised as a bar chart.
We managed to make the rule work but we thought the transactions would be less clattered if we only use one transaction per month to mark the shared expenses amount we spend. We were able to use variables for the transaction date ( str(date.year) + “-“ + str(date.month) + “-1” for the first date of every month) but we are having a hard time updating the amount. We tried self.amount + amount but simpleval is not recognising self.amount as a variable.
Is there a way to pass the amount of the transaction that triggers the rule in order to use it in the rule’s actions?
Originally created by @eitchtee on GitHub (Apr 10, 2025).
Hello,
As we continue to import transactions from our former tracking solution (import template creation is super helpful by the way!) we are starting to see the reports and insights come to life with all the information. It would be helpful if in “Category Overview” the amount spent per category was also visualised as a bar chart.
We managed to make the rule work but we thought the transactions would be less clattered if we only use one transaction per month to mark the shared expenses amount we spend. We were able to use variables for the transaction date ( `str(date.year) + “-“ + str(date.month) + “-1”` for the first date of every month) but we are having a hard time updating the amount. We tried `self.amount + amount` but simpleval is not recognising self.amount as a variable.
Is there a way to pass the amount of the transaction that triggers the rule in order to use it in the rule’s actions?
_Originally posted by @epar7 in https://github.com/eitchtee/WYGIWYH/discussions/230#discussioncomment-12795262_
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Originally created by @eitchtee on GitHub (Apr 10, 2025).
Hello,
As we continue to import transactions from our former tracking solution (import template creation is super helpful by the way!) we are starting to see the reports and insights come to life with all the information. It would be helpful if in “Category Overview” the amount spent per category was also visualised as a bar chart.
We managed to make the rule work but we thought the transactions would be less clattered if we only use one transaction per month to mark the shared expenses amount we spend. We were able to use variables for the transaction date (
str(date.year) + “-“ + str(date.month) + “-1”for the first date of every month) but we are having a hard time updating the amount. We triedself.amount + amountbut simpleval is not recognising self.amount as a variable.Is there a way to pass the amount of the transaction that triggers the rule in order to use it in the rule’s actions?
Originally posted by @epar7 in https://github.com/eitchtee/WYGIWYH/discussions/230#discussioncomment-12795262