General improvements #49

New Issue

adam · 2025-12-28T23:24:42+01:00

adam commented

2025-12-28 23:24:42 +01:00

Originally created by @seraphblade2010 on GitHub (Jul 21, 2025).

Hey, I hope this type of issue is okay.
After setting everything up together with my girlfriend (own SSO Account) we have noticed some areas that could be improved if it fits the design.
If not, just close the ticket and thats okay :)

1. Make every transaction and insight filterable by account

When sharing your bank account with a partner or someone else via the share option it becomes quite difficult to well which, for example "car insurance", transaction of any type (single, repeating, quick or payment plan) is associated with which account.
Having a filter at the top of every menu to filter for things like that or anything else important to filter would be great.

Currently when trying to get a quick glanze which transaction is set to which amount, which account etc pp. you need to make multiple clicks for each.
Splitting up the row of transactions and adding some important details on the right side of the description would be great for getting a quick feeling for things.
This would also benefit highly from point 1.

3. Set a or multiple default accounts when seeing Overview, Net Worth or Insight types

When sharing accounts with a partner or someone else, there can be a high accumulation of accounts in these charts.
Having a "default select account(s)" for each wygiwyh account would make quick oversight easier.

Currently one wygiwyh account must set up their own types or manually share each one with a list of members in the application.
Having some form of checkbox when creating "should be accessible for everyone" or an admin tool to create these types side-wide would be good.

I hope you do not take these potential improvements personally, I think they are just a personal preference for more options on our side and also a way to make the application for multi-user friendly in the long run.
As I said, if any of these do not fit the style of wygiwyh just say that ^^

Originally created by @seraphblade2010 on GitHub (Jul 21, 2025). Hey, I hope this type of issue is okay. After setting everything up together with my girlfriend (own SSO Account) we have noticed some areas that could be improved if it fits the design. If not, just close the ticket and thats okay :) ### 1. Make every transaction and insight filterable by account When sharing your bank account with a partner or someone else via the share option it becomes quite difficult to well which, for example "car insurance", transaction of any type (single, repeating, quick or payment plan) is associated with which account. Having a filter at the top of every menu to filter for things like that or anything else important to filter would be great. ### 2. Throw in some more details when looking at quick, recurring or payment plan transactions under the menu transactions Currently when trying to get a quick glanze which transaction is set to which amount, which account etc pp. you need to make multiple clicks for each. Splitting up the row of transactions and adding some important details on the right side of the description would be great for getting a quick feeling for things. This would also benefit highly from point 1. ### 3. Set a or multiple default accounts when seeing Overview, Net Worth or Insight types When sharing accounts with a partner or someone else, there can be a high accumulation of accounts in these charts. Having a "default select account(s)" for each wygiwyh account would make quick oversight easier. ### 4. Make categories, tags and entities easier to share Currently one wygiwyh account must set up their own types or manually share each one with a list of members in the application. Having some form of checkbox when creating "should be accessible for everyone" or an admin tool to create these types side-wide would be good. I hope you do not take these potential improvements personally, I think they are just a personal preference for more options on our side and also a way to make the application for multi-user friendly in the long run. As I said, if any of these do not fit the style of wygiwyh just say that ^^

adam closed this issue

2025-12-28 23:24:42 +01:00

adam commented

2025-12-28 23:24:43 +01:00

@eitchtee commented on GitHub (Jul 21, 2025):

I personally don't use the share features, so it's great to get some insight in how people are using it and how to improve it, so no offense taken at all.

Also happy to hear SSO is working for you.

Let me take your suggestions and see what we can implement. I'm a bit busy right now, but I will get back to you.

@eitchtee commented on GitHub (Jul 21, 2025): I personally don't use the share features, so it's great to get some insight in how people are using it and how to improve it, so no offense taken at all. Also happy to hear SSO is working for you. Let me take your suggestions and see what we can implement. I'm a bit busy right now, but I will get back to you.

adam commented

2025-12-28 23:24:44 +01:00

@eitchtee commented on GitHub (Jul 22, 2025):

Truth is, WYGIWYH was designed to be single-user, and I tackled all the share and multi-account stuff later on by request, so we have a lot of holes on usability, thank your for your suggestions, they're all good.

1. Make every transaction and insight filterable by account

Do you mean filtering by who created the transaction? Or something else?

2. Throw in some more details when looking at quick, recurring or payment plan transactions under the menu transactions

This sound goods, shouldn't be too hard

3. Set a or multiple default accounts when seeing Overview, Net Worth or Insight types

I kinda like this, I will think about how to implement something like this.

4. Make categories, tags and entities easier to share

You can set shareable items to be "Public" under Visibility, which wouldn't require sharing with each e-mail, but yes, having to share one by one can be annoying. Will think on how to improve this.

Hope to hear from you soon.

@eitchtee commented on GitHub (Jul 22, 2025): Truth is, WYGIWYH was designed to be single-user, and I tackled all the share and multi-account stuff later on by request, so we have a lot of holes on usability, thank your for your suggestions, they're all good. > ### 1. Make every transaction and insight filterable by account Do you mean filtering by **who** created the transaction? Or something else? > ### 2. Throw in some more details when looking at quick, recurring or payment plan transactions under the menu transactions This sound goods, shouldn't be too hard > ### 3. Set a or multiple default accounts when seeing Overview, Net Worth or Insight types I kinda like this, I will think about how to implement something like this. > ### 4. Make categories, tags and entities easier to share You can set shareable items to be "Public" under Visibility, which wouldn't require sharing with each e-mail, but yes, having to share one by one can be annoying. Will think on how to improve this. Hope to hear from you soon.

adam commented

2025-12-28 23:24:44 +01:00

@seraphblade2010 commented on GitHub (Jul 22, 2025):

Hey there ^^

Regarding point 1:
I mean to filter based on the account the transaction deducts from, so the account type inside wygiwyh. With that i can see which item with description "car insurance" gets deducted from which account.

Thanks for the tipp with the global toogle, I created all my necessary tags etc. while setting up the recuring transactions so I havent actually seen the menu of them until now ^^

If theres anything I can test just throw me a comment, unfortunately Im not really knowledge when it comes to coding as my expertise lies in systemadministration and devops ^^

Question:
Do you have any patreon or similar to throw you some quick buck so we can help you?

@seraphblade2010 commented on GitHub (Jul 22, 2025): Hey there ^^ Regarding point 1: I mean to filter based on the account the transaction deducts from, so the account type inside wygiwyh. With that i can see which item with description "car insurance" gets deducted from which account. Thanks for the tipp with the global toogle, I created all my necessary tags etc. while setting up the recuring transactions so I havent actually seen the menu of them until now ^^ If theres anything I can test just throw me a comment, unfortunately Im not really knowledge when it comes to coding as my expertise lies in systemadministration and devops ^^ Question: Do you have any patreon or similar to throw you some quick buck so we can help you?

adam commented

2025-12-28 23:24:45 +01:00

@eitchtee commented on GitHub (Jul 22, 2025):

I mean to filter based on the account the transaction deducts from, so the account type inside wygiwyh. With that i can see which item with description "car insurance" gets deducted from which account.

There's a few ways of doing this right now:

On the monthly view you can click the "Filter transactions" button and select which accounts you want to see
Typing the account name on the Search bar also should give you mostly transactions for that account
The account name and group is displayed below the transaction amount on all transactions

However this isn't possible within Insights, which would be a nice addition.

If theres anything I can test just throw me a comment, unfortunately Im not really knowledge when it comes to coding as my expertise lies in systemadministration and devops ^^

Will keep you updated, for sure. Most development is happening on weekends right now.

Question:
Do you have any patreon or similar to throw you some quick buck so we can help you?

I've setup a Github Sponsor and Paypal, it should work similar to Patreon with recurring and one-time options.

https://github.com/sponsors/eitchtee
https://www.paypal.com/donate/?hosted_button_id=FFWM4W9NQDMM6

Donations of any kind are not required, but greatly appreciated.

@eitchtee commented on GitHub (Jul 22, 2025): > I mean to filter based on the account the transaction deducts from, so the account type inside wygiwyh. With that i can see which item with description "car insurance" gets deducted from which account. There's a few ways of doing this right now: 1. On the monthly view you can click the "Filter transactions" button and select which accounts you want to see 2. Typing the account name on the Search bar also should give you mostly transactions for that account 3. The account name and group is displayed below the transaction amount on all transactions However this isn't possible within Insights, which would be a nice addition. > If theres anything I can test just throw me a comment, unfortunately Im not really knowledge when it comes to coding as my expertise lies in systemadministration and devops ^^ Will keep you updated, for sure. Most development is happening on weekends right now. > Question: > Do you have any patreon or similar to throw you some quick buck so we can help you? I've setup a Github Sponsor and Paypal, it should work similar to Patreon with recurring and one-time options. https://github.com/sponsors/eitchtee https://www.paypal.com/donate/?hosted_button_id=FFWM4W9NQDMM6 Donations of any kind are not required, but greatly appreciated.

adam commented

2025-12-28 23:24:46 +01:00

@seraphblade2010 commented on GitHub (Jul 22, 2025):

For 1. I mean inside for example the "recurring transactions" menu. Currently there is no way to differentiate multiple same-name recuring transactions from mutiple people.
The search bar does not allow for filtering accounts.

I can throw in a quick screenshot with example markings if that helps ^^

@seraphblade2010 commented on GitHub (Jul 22, 2025): For 1. I mean inside for example the "recurring transactions" menu. Currently there is no way to differentiate multiple same-name recuring transactions from mutiple people. The search bar does not allow for filtering accounts. I can throw in a quick screenshot with example markings if that helps ^^

adam commented

2025-12-28 23:24:46 +01:00

@eitchtee commented on GitHub (Jul 22, 2025):

For 1. I mean inside for example the "recurring transactions" menu. Currently there is no way to differentiate multiple same-name recuring transactions from mutiple people.

Ohhhh I see, sorry for the misunderstanding, makes total sense.

If you want to make some screenshots with annotations on how you're envisioning all this it would be great, my biggest pain is always designing everything, so some suggestions always helps.

@eitchtee commented on GitHub (Jul 22, 2025): > For 1. I mean inside for example the "recurring transactions" menu. Currently there is no way to differentiate multiple same-name recuring transactions from mutiple people. Ohhhh I see, sorry for the misunderstanding, makes total sense. If you want to make some screenshots with annotations on how you're envisioning all this it would be great, my biggest pain is always designing everything, so some suggestions always helps.

adam commented

2025-12-28 23:24:47 +01:00

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

What do you think about this @seraphblade2010? It's the same for Recurring and Installments, this way you can use the quick search bar to search for account names.

Any other information you'd like to see?

@eitchtee commented on GitHub (Jul 28, 2025): <img width="1311" height="228" alt="Image" src="https://github.com/user-attachments/assets/c6ef18b7-a72b-4a8e-83a9-c953cb90df79" /> What do you think about this @seraphblade2010? It's the same for Recurring and Installments, this way you can use the quick search bar to search for account names. Any other information you'd like to see?

adam commented

2025-12-28 23:24:47 +01:00

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

Also I've added two custom actions on Django Admin, this will allow you to quickly select and change the visibility for your tags, entities and categories, making them public (visible for all users) or private (visible to you and who you share them with)

This is a band-aid while I can't come up with something better on the normal interface.

Both changes will be available on the next version whenever it comes out, no ETA at the time.

@eitchtee commented on GitHub (Jul 28, 2025): Also I've added two custom actions on **Django Admin**, this will allow you to quickly select and change the visibility for your tags, entities and categories, making them public (visible for all users) or private (visible to you and who you share them with) <img width="465" height="180" alt="Image" src="https://github.com/user-attachments/assets/30e13797-092c-4d77-b058-5061c9e7de24" /> This is a band-aid while I can't come up with something better on the normal interface. Both changes will be available on the next version whenever it comes out, no ETA at the time.

adam commented

2025-12-28 23:24:47 +01:00

@seraphblade2010 commented on GitHub (Jul 28, 2025):

Looks nice, thanks ^^ If possible, a dropdown menu to easily apply some Filters would also be nice, so one could open the dropdown of "account" and select the accounts to see but regardless of that this was exactly what I had in mind :)

Maybe add category, tag and date in the view? Seems to me these would be the only things worth of filtering.

Any update on the "default account" for views?

@seraphblade2010 commented on GitHub (Jul 28, 2025): Looks nice, thanks ^^ If possible, a dropdown menu to easily apply some Filters would also be nice, so one could open the dropdown of "account" and select the accounts to see but regardless of that this was exactly what I had in mind :) Maybe add category, tag and date in the view? Seems to me these would be the only things worth of filtering. Any update on the "default account" for views?

adam commented

2025-12-28 23:24:48 +01:00

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

If possible, a dropdown menu to easily apply some Filters would also be nice, so one could open the dropdown of "account" and select the accounts to see but regardless of that this was exactly what I had in mind :)

That's possible, but requires a bit more development time. Either way glad you liked it.

Maybe add category, tag and date in the view?

Maybe, the thing is the table starts getting really wonky once we start displaying too much data.

Any update on the "default account" for views?

Not yet. I've been thinking about how to do this without cluterring the UI with buttons and dropdowns everywhere. One idea I had was an option to untrack accounts, untracked accounts would still show it's transactions, but would be ignored on summaries and insights. Does that sounds good to you?

@eitchtee commented on GitHub (Jul 28, 2025): > If possible, a dropdown menu to easily apply some Filters would also be nice, so one could open the dropdown of "account" and select the accounts to see but regardless of that this was exactly what I had in mind :) That's possible, but requires a bit more development time. Either way glad you liked it. > Maybe add category, tag and date in the view? Maybe, the thing is the table starts getting really wonky once we start displaying too much data. > Any update on the "default account" for views? Not yet. I've been thinking about how to do this without cluterring the UI with buttons and dropdowns everywhere. One idea I had was an option to untrack accounts, untracked accounts would still show it's transactions, but would be ignored on summaries and insights. Does that sounds good to you?

adam commented

2025-12-28 23:24:48 +01:00

@eitchtee commented on GitHub (Aug 9, 2025):

Howdy, some of the changes discussed here are available on v0,15,0, please update to check them out.

I've just pushed #321 which will be available on the next update when it comes out, it adds a way to "untrack" an account which will hide it from most summaries and insights, only showing up on account specific information like Net worth by account and Account flow, please read the description on the pull request for more information. The button to untrack/track will be available on the Account management page alongside the Edit, delete and share buttons.

While this isn't exactly what you requested I believe it's a good compromise as I didn't like the idea of changing which accounts to display on the fly as it would require rewriting a lot of the current logic and html.

If you have more suggestions or problems let me know, just try to create an issue for each idea/problem instead of gathering all of them in a single issue as it helps me with tracking what to do next.

I'm closing this as completed. Thanks for the suggestions again.

@eitchtee commented on GitHub (Aug 9, 2025): Howdy, some of the changes discussed here are available on v0,15,0, please update to check them out. I've just pushed #321 which will be available on the next update when it comes out, it adds a way to "untrack" an account which will hide it from most summaries and insights, only showing up on account specific information like Net worth by account and Account flow, please read the description on the pull request for more information. The button to untrack/track will be available on the Account management page alongside the Edit, delete and share buttons. While this isn't exactly what you requested I believe it's a good compromise as I didn't like the idea of changing which accounts to display on the fly as it would require rewriting a lot of the current logic and html. If you have more suggestions or problems let me know, just try to create an issue for each idea/problem instead of gathering all of them in a single issue as it helps me with tracking what to do next. I'm closing this as completed. Thanks for the suggestions again.

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Reference: starred/WYGIWYH#49