Transaction Categories

Registered by Coenraad Loubser on 2009-11-15

This blueprint has been superseded. See the newer blueprint "advanced Category Management" for updated plans.

I propose addition of two simple data items:
1) A user defined list of categories - ie Petrol,Junkfood,Food
2) A field on each transaction linking values in that transaction to a category - and the amount allocated to that category. ie:
Account: Cash Desc: Cash Slip 1231 Amount: 1000 Categories: Petrol:600,Junkfood:300,Food:100

This would make wxBanker infinitely more useful for budgeting purposes - why simply mimic what your bank already provides on the Web?

Blueprint information

Status:
Complete
Approver:
None
Priority:
Medium
Drafter:
None
Direction:
Needs approval
Assignee:
None
Definition:
Superseded
Series goal:
None
Implementation:
Unknown
Milestone target:
None
Completed by
Michael Rooney on 2010-02-09

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2010.02.08 mrooney: I added the link to the wiki page as the specification URL; please visit it and add any info/discussion! Also, it seems like the existing blueprint https://blueprints.launchpad.net/wxbanker/+spec/advanced-categories covers this so I've marked this superseded by that, so we can focus on one blueprint; feel free to contribute in any way to that blueprint!

(?)

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