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Feature Request: Show Total Amount by Entity or Search Results #87

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opened 2025-12-28 23:25:54 +01:00 by adam · 5 comments
adam commented 2025-12-28 23:25:54 +01:00
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Originally created by @brkr1 on GitHub (Dec 16, 2025).

I use Entities as a way to define who each expense belongs to.
It would be extremely helpful to have a way to see the total amount per Entity.

Some possible approaches that would solve this:

  • A dedicated section or summary showing the total amount grouped by Entity.
  • Alternatively, when using the search/filter, display the total amount of the currently visible results.

Example:
If I search for my name, the system would list all expenses related to me, and right below (or above) the list, it would show the total sum of those expenses.

Would any of these scenarios be possible to implement?
This would greatly improve visibility and control over shared or categorized expenses.

Thanks in advance!

Originally created by @brkr1 on GitHub (Dec 16, 2025). I use Entities as a way to define who each expense belongs to. It would be extremely helpful to have a way to see the total amount per Entity. Some possible approaches that would solve this: - A dedicated section or summary showing the total amount grouped by Entity. - Alternatively, when using the search/filter, display the total amount of the currently visible results. Example: If I search for my name, the system would list all expenses related to me, and right below (or above) the list, it would show the total sum of those expenses. Would any of these scenarios be possible to implement? This would greatly improve visibility and control over shared or categorized expenses. Thanks in advance!
adam added the enhancement label 2025-12-28 23:25:54 +01:00
adam closed this issue 2025-12-28 23:25:54 +01:00
adam commented 2025-12-28 23:25:56 +01:00
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@eitchtee commented on GitHub (Dec 20, 2025):

I believe this would be better suited for the Insights page to avoid adding more clutter to the main views. Have you checked the Insights > Category Overview (Visão geral das categorias), it probably is heavily related to what you want.

I've been meaning to add a version of it for Entities (Entities > Categories > Tags) and for Tags (Tags > Categories > Entities), what do you think?

@eitchtee commented on GitHub (Dec 20, 2025): I believe this would be better suited for the Insights page to avoid adding more clutter to the main views. Have you checked the Insights > Category Overview (Visão geral das categorias), it probably is heavily related to what you want. I've been meaning to add a version of it for Entities (Entities > Categories > Tags) and for Tags (Tags > Categories > Entities), what do you think?
adam commented 2025-12-28 23:25:57 +01:00
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@brkr1 commented on GitHub (Dec 20, 2025):

I see, but what about “Alternatively, when using the search/filter, display the total amount of the currently visible results”

Would it be possible to implement?

@brkr1 commented on GitHub (Dec 20, 2025): I see, but what about “Alternatively, when using the search/filter, display the total amount of the currently visible results” Would it be possible to implement?
adam commented 2025-12-28 23:25:57 +01:00
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@eitchtee commented on GitHub (Dec 20, 2025):

It definitely possible, I actually like the idea, probably should have a toggle to enable or disable this. Let me take a look and get back to you.

@eitchtee commented on GitHub (Dec 20, 2025): It definitely possible, I actually like the idea, probably should have a toggle to enable or disable this. Let me take a look and get back to you.
adam commented 2025-12-28 23:25:58 +01:00
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@stefan786 commented on GitHub (Dec 28, 2025):

I like the idea of having sums of filtered results. It makes it easier to spot inconsistencies with bank statements, identify missing transactions, etc.

@stefan786 commented on GitHub (Dec 28, 2025): I like the idea of having sums of filtered results. It makes it easier to spot inconsistencies with bank statements, identify missing transactions, etc.
adam commented 2025-12-28 23:25:58 +01:00
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@eitchtee commented on GitHub (Dec 28, 2025):

Happy to say this will be available on the next version.

Worth noting that this will only work for the filters, the search bar remains unchanged due to how it works internally.

@eitchtee commented on GitHub (Dec 28, 2025): Happy to say this will be available on the next version. Worth noting that this will only work for the filters, the search bar remains unchanged due to how it works internally.
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Reference: starred/WYGIWYH#87