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Multi-currency accounts and account group analytics #41
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Originally created by @gwynnbleiidd on GitHub (May 12, 2025).
I've encountered some analysis problems, for example. I uploaded my stocks, which were spread across accounts, and the first thing we see is an almost complete duplication of currency = account. The solution can be a multi-currency account.
Or some kind of reports so that you can analyze a group of accounts. For example, my stocks are all in one group.
@eitchtee commented on GitHub (May 12, 2025):
I'm deciding against multi-currency accounts for now, the current one currency-one account system was designed to keep things simple in the backend and for the user, i.e. not having to select a currency every time you add an transaction.
We do have a
Consolidatedreport on the Net Worth page, it's meant to show how much you have in a given currency when other currencies are exchanged into it.For example, assuming all your stocks are exchanged against Tether, currently you'd get a Consolidated amount of 234,97, which should help you get a better overview of your money.
I believe you don't see it because you haven't added any amount in Tether itself, as we don't show currencies with zero totals to keep things clean, but I probably should remove this requirement for cases like this.
Also more reports sounds great, what would you like to analyze about account groups?
@gwynnbleiidd commented on GitHub (May 12, 2025):
And you answered that because I don't see Consolidated by group, that's what made me think of the account group report. In general, if we consider them as an entity for analyzing multi-currency accounts, then, to begin with, simple reports - consolidated amount, and grouping by periods. In fact, I will look at the code after translation and after I set up data import from cryptocurrency exchanges. Maybe I will implement several reports and add them through a req) At the moment, I am still solving the issue of integration and automatic data loading. And then I will look towards reports.
I understand about multi-currencies, then I have no questions)
@eitchtee commented on GitHub (May 12, 2025):
I will try to push an update later today (after work) that should allow the consolidated item to show up for zero-total currencies.
PRs are very much welcome, let me know if you need anything.
I'm leaving this open for now to allow for more discussion on the topic.
@gwynnbleiidd commented on GitHub (May 12, 2025):
I think it's better to close it, I'd rather open new tickets for new questions. So that in the future, newcomers will see answers in separate thematic tickets)
@eitchtee commented on GitHub (May 13, 2025):
@gwynnbleiidd I've released a quick update, v0.12.11, that displays the consolidated amount for a transaction-less currency.
It should look like this:
