feature request: make the net worth report more "currency aware" #73

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adam · 2025-12-28T23:25:16+01:00

adam commented

2025-12-28 23:25:16 +01:00

Originally created by @Hanibachi on GitHub (Nov 26, 2025).

Currently the net worth Report is kind of all over the place if u use multiple currencies or like in my case ... Create currencies that represent gold and stock investment.

While the "by account" section does show the converted value, the graphs still use pure numeric representation instead of percentage, same for the "by currencies" section graph.

Tbh, the whole thing could use an overhaul. Most people would need to see their net worth in a single currency with a big "total" and maybe a table that details how much percentage each account/currency contributes.

Originally created by @Hanibachi on GitHub (Nov 26, 2025). Currently the net worth Report is kind of all over the place if u use multiple currencies or like in my case ... Create currencies that represent gold and stock investment. While the "by account" section does show the converted value, the graphs still use pure numeric representation instead of percentage, same for the "by currencies" section graph. Tbh, the whole thing could use an overhaul. Most people would need to see their net worth in a single currency with a big "total" and maybe a table that details how much percentage each account/currency contributes.

adam added the enhancement label 2025-12-28 23:25:16 +01:00

adam commented

2025-12-28 23:25:17 +01:00

@eitchtee commented on GitHub (Nov 26, 2025):

Hey there,

The multi-currency system we have in place has a lot of different interactions (by design), for example, you could have an account for Gold, that exchanges to USD, while the Gold currency itself exchanges to another unrelated currency; the system doesn't know your real base currency, everything is configured by you; if you're dealing with something like USD and Bitcoin, due to the fractional nature of Bitcoin it always gets hidden in charts and so on, this gives maximum flexibility to users, but it's also PITA to design around.

With that said, if you set an Exchange Currency for the Currency itself, you do get the exchanged amounts and a Consolidated total on the Net worth page, it's not big, but does show you the total in a single (or multiple) currency if you configure it this way.

From my test instance, definitely not real numbers lol

The percentage idea is good tough, accommodations would have to be made due to the system described above, but it should be doable.

@eitchtee commented on GitHub (Nov 26, 2025): Hey there, The multi-currency system we have in place has a lot of different interactions (by design), for example, you could have an account for Gold, that exchanges to USD, while the Gold currency itself exchanges to another unrelated currency; the system doesn't know your real base currency, everything is configured by you; if you're dealing with something like USD and Bitcoin, due to the fractional nature of Bitcoin it always gets hidden in charts and so on, this gives maximum flexibility to users, but it's also PITA to design around. With that said, if you set an `Exchange Currency` for the Currency itself, you do get the exchanged amounts and a `Consolidated` total on the Net worth page, it's not big, but does show you the total in a single (or multiple) currency if you configure it this way. <img width="613" height="345" alt="Image" src="https://github.com/user-attachments/assets/7121551a-6c00-41d2-a15a-22400e786a90" /> `From my test instance, definitely not real numbers lol` The percentage idea is good tough, accommodations would have to be made due to the system described above, but it should be doable.

adam referenced this issue

2025-12-28 23:26:34 +01:00

[PR #73] [MERGED] feat: add bulk duplicate action and toasts for existing actions #153

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Reference: starred/WYGIWYH#73