Ability to see the total amount of recurring transactions \ installments left to pay for the month #60

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opened 2025-12-28 23:24:59 +01:00 by adam · 4 comments
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Originally created by @PhillipMaizza on GitHub (Sep 12, 2025).

Hello!
First of all, great tool, I'm digging it a lot and I'm happy I could contribute to the translations.

I had an idea for an improvement that might make things even handier, if you see fit.
It’d be great if the summaries on the right also showed the total amount left to pay for installments and recurring transactions for the current month. That way you can instantly see how much is still coming out of your account. Basically, how broke you’re going to be at a glance.
Hopefully it's a doable feature!

Thanks again for your great work!

Phillip

Originally created by @PhillipMaizza on GitHub (Sep 12, 2025). Hello! First of all, great tool, I'm digging it a lot and I'm happy I could contribute to the translations. I had an idea for an improvement that might make things even handier, if you see fit. It’d be great if the summaries on the right also showed the total amount left to pay for installments and recurring transactions for the current month. That way you can instantly see how much is still coming out of your account. Basically, how broke you’re going to be at a glance. Hopefully it's a doable feature! Thanks again for your great work! Phillip
adam closed this issue 2025-12-28 23:24:59 +01:00
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@eitchtee commented on GitHub (Sep 12, 2025):

Hey, happy to hear you're enjoying, and thanks (again) for the translations!

About your request, how would this be different from the existing "projected" totals? Doesn't it already tell you how much will be coming out of your accounts? Sorry if I misinterpreted your idea.

@eitchtee commented on GitHub (Sep 12, 2025): Hey, happy to hear you're enjoying, and thanks (again) for the translations! About your request, how would this be different from the existing "projected" totals? Doesn't it already tell you how much will be coming out of your accounts? Sorry if I misinterpreted your idea.
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@PhillipMaizza commented on GitHub (Sep 12, 2025):

Oh! So I believe I didn't really understood the "Projected" totals very well.
If it does count the remaining sum of the installments \ recurrent transactions, then it's already done!

@PhillipMaizza commented on GitHub (Sep 12, 2025): Oh! So I believe I didn't really understood the "Projected" totals very well. If it does count the remaining sum of the installments \ recurrent transactions, then it's already done!
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@eitchtee commented on GitHub (Sep 12, 2025):

You probably already know this, but besides each transaction there is a circle / checked circle, this indicates if the transaction is paid or not.

Image

You should always click the circle to update the transaction to paid when it is actually paid (i.e. the money came out of your account or came in)

Then you have the summary at the right:

  1. Current is the sum of all paid transactions
  2. Projected is the sum of unpaid transactions
  3. On the Expense card, it only shows the sums of transactions of type Expense
  4. On the Income card it only shows the sums of transactions of type Income
  5. On the Total card it sums both (i.e. Income - Expense)

Of course, none of these are specific to installments and recurring transactions, it's just the sum of all transactions independent of type, but I'm also failing to see how knowing specifically about those two would be more useful than knowing about the full totals. Happy to change my mind if there's a compelling and useful case I'm not seeing.

@eitchtee commented on GitHub (Sep 12, 2025): You probably already know this, but besides each transaction there is a circle / checked circle, this indicates if the transaction is paid or not. <img width="65" height="292" alt="Image" src="https://github.com/user-attachments/assets/0ebf9b70-8c4c-4cb8-b280-bb374092bdc4" /> You should always click the circle to update the transaction to paid when it is actually paid (i.e. the money came out of your account or came in) Then you have the summary at the right: 1. **Current** is the sum of all **paid** transactions 2. **Projected** is the sum of **unpaid** transactions 3. On the **Expense** card, it only shows the sums of transactions of type Expense 4. On the **Income** card it only shows the sums of transactions of type Income 5. On the **Total** card it sums both (i.e. `Income - Expense`) Of course, none of these are specific to installments and recurring transactions, it's just the sum of all transactions independent of type, but I'm also failing to see how knowing specifically about those two would be more useful than knowing about the full totals. Happy to change my mind if there's a compelling and useful case I'm not seeing.
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@PhillipMaizza commented on GitHub (Sep 12, 2025):

Thanks for the insight.
Personally, before discovering this project, I was using a Google Sheet spreadsheet to keep track of ALL of my expenses \ incomes. For each month, I had a table called "Debts" (which is your Installments) and one called "Fixed expenses" (which is your Recurring Transactions).
I also had a summary for each month in which I could see at a glance what was the total of these two categories, so I knew how much money I had to "set aside" for those transactions until the end of the month, or how much I still have to pay.

But I believe this makes much more sense, as "projected" already refers to everything unpaid, so I believe this discussion can be closed as the feature is already there, I just failed to see it!

@PhillipMaizza commented on GitHub (Sep 12, 2025): Thanks for the insight. Personally, before discovering this project, I was using a Google Sheet spreadsheet to keep track of ALL of my expenses \ incomes. For each month, I had a table called "Debts" (which is your Installments) and one called "Fixed expenses" (which is your Recurring Transactions). I also had a summary for each month in which I could see at a glance what was the total of these two categories, so I knew how much money I had to "set aside" for those transactions until the end of the month, or how much I still have to pay. But I believe this makes much more sense, as "projected" already refers to everything unpaid, so I believe this discussion can be closed as the feature is already there, I just failed to see it!
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Reference: starred/WYGIWYH#60