Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Feature request: Multiple currency and accounts support (adding on #94 and #147) #191

Open
11 tasks
Jiler01 opened this issue Jan 3, 2025 · 2 comments
Open
11 tasks

Comments

@Jiler01
Copy link

Jiler01 commented Jan 3, 2025

Hello,

First of all thank you for your commitment and for making the pro version accessible for free !!

I would like to request two features, for which I might create a PR in the future, if I have the time to (which I doubt).
These two features can be independently implemented, and tbh the second one could replace the first, though not perfectly.

Multiple currency support (adding on #94)

  • Settings : possibility to create a main currency, with optional name and symbol.
  • Settings : possibility to add a currency, with name, symbol, and default exchange rate to main currency.
  • New record tab : currency field.
  • Record list : Showing the amount with the associated currency symbol.
  • General balance : shown in main currency, converted using user-provided exchange rate, either default (on currency creation) or on record creation.
  • Display: Smaller main currency balance under the main Income/Expense/Balance bar.

Multiple account/pocket/wallet - whatever name you want to use - support (could work for #147)

  • Settings (or bottom bar) : possibility to create accounts with different record history. (can currently be achieved by cloning the app)
  • Records : possibility to create a transfer between to accounts (opt: with exchange rate, see below)
  • Currency (optional) : possibility to choose a default currency per account
  • Home page : List of accounts with a general Income/Expense/Balance bar (in main currency)
  • Settings (optional) : Possibility to not take one account in Income/Expense/Balance bar calcul.

Notes

  • Some currencies could be added by default (ex: eur, usd, cad, chf, (btc, eth ?) and others).
  • Default exchange rates could be fetched on the web, but that would go against the local-only spirit of the app that makes it so attractive. (Maybe as an option in the settings ?)
@Jiler01 Jiler01 changed the title Feature request: Multiple currency and accounts support Feature request: Multiple currency and accounts support (adding on #94 and #147) Jan 3, 2025
@emavgl
Copy link
Owner

emavgl commented Jan 5, 2025

Hi, thank you so much for putting down all these ideas. I am always a bit skeptical about introducing accounts and currencies, since I believe they are used just by few people and mine a bit the usability of the app itself, which is one of the key features of the app compared to a lot of similar apps.

However, with some hard UI/UX design choices, it is probably possible to make it stress-free for the users. The way I see it is indeed that the app must continue to work as it, and a new user should be able to use the app without additional configurations.

Also, I would strictly link the concept of Currencies with Account. See if you like these ideas:

  • When the app is created, a main account is created, the account has no currency set, and when inserting a record, no currencies box is shown

  • The app has a page where you can easily select the accounts (can be one, or multiple accounts together) to be shown, and you can create a new account, giving it a name and a currency and a conversion rate to the main's currency. In this page, you can also set the default currency for the main account, which has been unset from the beginning.

  • If multiple accounts are selected, when inserting the record, I would add a box when selecting the destination account, by default, the main account should be selected. No need to have an extra input box for selecting the currencies, since you have 1:1 association between account and currency.

  • If accounts with different currencies are selected, in the summary box, and the statics page, the currencies should be automatically converted to the main currency using the rate indicated by the user. In the statics page, it must be anyway helpful to differentiate the records coming from different accounts.

Writing it down, I can again see that it is extremely complicated on the UI/UX. If you want to contribute developing this feature, I would be very grateful. If you decide to go for it, let's align on the detail, as I want to help you as much as possible and avoid rework.

Thanks again!

@emavgl
Copy link
Owner

emavgl commented Jan 5, 2025

Regarding

Default exchange rates could be fetched on the web, but that would go against the local-only spirit of the app that makes it so attractive. (Maybe as an option in the settings ?)

I have searched sometimes ago to a way to add the internet connection if the user opt-in for it. Since the internet permissions is missing in the manifest file, I am not aware on a way to add the internet permission at runtime. If anyone has an idea on how to achieve it, please let me know :)

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
None yet
Projects
None yet
Development

No branches or pull requests

2 participants