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Kamil Wójcik

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  1. 18 votes
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    Kamil Wójcik commented  · 

    There is an option in advanced options to choose the first day of the month.

  2. 4 votes
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    1 comment  ·  General » DESIGN  ·  Admin →
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    Kamil Wójcik commented  · 

    Remove? No.
    Collapse? Yeah, why not?

    Keep in mind that list of accounts allows us to select from which account(s) data will be used in widgets.
    It is useful when I want to exclude from statistics an account with my mortgage or when I want to exclude all accounts that are not in my home currency.

  3. 225 votes
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    Kamil Wójcik commented  · 

    There is already an option to export data to Excel.
    Available in Android. Export cam be done to PDF, XLSX and CSV.

  4. 8 votes
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    3 comments  ·  General » DESIGN  ·  Admin →
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    Kamil Wójcik commented  · 

    I don't like this idea.
    The current layout is fine.

  5. 170 votes
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    under review  ·  10 comments  ·  General » WEB  ·  Admin →
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    Kamil Wójcik commented  · 

    For web app you may use a custom .css. Just use an add-on which allows to do that.

  6. 18 votes
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    Kamil Wójcik commented  · 

    Settongs, advanced, set first day of the month.

  7. 3 votes
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    1 comment  ·  General » NEW FEATURE  ·  Admin →
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    Kamil Wójcik commented  · 

    Isn't it a minimal monthly amount to reach a goal?
    I believe it is. Have you checked goals?

  8. 27 votes
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    1 comment  ·  General » IMPROVEMENT  ·  Admin →
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    Kamil Wójcik commented  · 

    Create a filter. Select to use only debts (if required you may create separate filters for debts-expenses and debts-incomes).

    Use this filter in stats and/or in widget on dashboard.

  9. 7 votes
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    Kamil Wójcik commented  · 

    Well... if there is a support for Bitcoin, there should be a support for more than even 6 numbers after comma.

  10. 1 vote
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    Kamil Wójcik commented  · 

    Budgets can be created based on categories and bank accounts.

    If you want to track your spendings based on cost/payment type you will have to create and use filter.

  11. 24 votes
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    1 comment  ·  General » IMPROVEMENT  ·  Admin →
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    Kamil Wójcik commented  · 

    But actually it is valid. You may plan to get money at the end of the month, but till you get it, there is no guarantee you will get that money.

    - You may change the first day of the month,
    - start using forecast (actually this is what you described),
    - you may use budgets to plan and track your expenses (planned transactions are included).

  12. 11 votes
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    1 comment  ·  General » IMPROVEMENT  ·  Admin →
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    Kamil Wójcik commented  · 

    "There is no way to change the value of bebts without adding record of repaying or increasing".

    That is not true.

    When you create a debt you may provide a value. Wallet will ask you if you want to create a record. You may say "No".
    Also, when debt already exists, you may edit it and change value of debt.

    At least in Android.

  13. 63 votes
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    Kamil Wójcik commented  · 

    Well, all previously raised stories were removed, so I upvote this one.

    Nowadays, a lot of people is forced to move to another country. For example, a lot of Ukrainians have moved to other countries. They are starting their life in another place on the Earth. They should be able to switch the main currency in Wallet.
    Also some countries start or will start to use Euro instead their current currency.

    Even if it is and it will not be possible to change aain currency there should be an instrucion how to migrate to the other currency using export/import functionality.
    Although I know how to create a new database, transform data in exported files and import them back to Wallet, I still do not know what to do with records with attachments (which are not being exported).

    A fair compromise could be to allow users to create a new accout, transfer a licence to that new account and to allow users to share their data from previous account to the new one using group sharing.

    Kamil Wójcik supported this idea  · 
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    Kamil Wójcik commented  · 
  14. 15 votes
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    1 comment  ·  General » IMPROVEMENT  ·  Admin →
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    Kamil Wójcik commented  · 

    The last day has limitation. If you will create a planned transaction to 29,30 or 31st and set it as a payment which occure monthly, than in February (which has 28 days) that transaction will be skipped.

    First working day - that one has more sense and I guess it would be possible. However in some countries Saturday is a working day and in other countries it is a day off. How it should be treated?

  15. 5 votes
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    Kamil Wójcik commented  · 

    Hi,
    I can not agree. The rule is simple:
    one expense = one record.
    What you are describing is having mulitple records for 1 expense.
    So I understand your idea, but I believe you look at it incorrectly.
    If you pay insurance once a year than there should be just one record.

    I recommend you to:
    - create a saved planned payment (expense) which occurs once a year,
    - create a sub-account (or savng account) in your bank and call it "car insurance",
    - set a defined transfer from your daily account to that new sub-account (should occure once a month and should be 1/12 of your car insurance price),
    - create a saved planned transfer for transaction described above,
    - optionally - instead of multiple records use goals (create a goal "car insurance" and increase it monthy by 1/12 of insurance price).
    - create a monthly budget "insurances" and...
    - create a yearly budget "insurances".

    Each 1st day of every month I open Wallet, go to budgets and verify my planned and expected expenses. (Keep in mind that it is possible to change budget for all months, the one (selected) or the one which we select and all future months (weeks, years).

  16. 18 votes
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    Kamil Wójcik commented  · 

    You can divide expenses, but it will be saved as more than one record. Having multiple expenses in one record have some pros (for example values of records in Wallet and in bank report are the same) and cons (example: you want to change category in multiple records in bulk. How this operation should work for records with multiple categories? Should all those expenses be assigned to selected new category? If not, how to select that only one of those expenses under one record should be recategorised?)

    This is definitelly a nice idea, but I use Wallet for 3 years already and I have used to use separate records for each expense.

  17. 11 votes
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    under review  ·  2 comments  ·  General » WEB  ·  Admin →
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    Kamil Wójcik supported this idea  · 
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    Kamil Wójcik commented  · 

    Nope. The problem is that there is no possibility to use filters in widgets on dashboard on Web interface.

  18. 149 votes
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    Kamil Wójcik commented  · 

    Alternatively, You may split your record to 2 expenses, then open a record with spending for your friend and change its type from expense to transfer.

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    Kamil Wójcik commented  · 

    @Mario

    OK. Second attempt. :)

    - Split your transaction into 2 records (expenses)
    - First one should be equal to your spendings
    - Second one should be equal to spending for your friend
    - Assign correct category to your spendings

    Your spendings are done here. Now let's work on spendings for your firend.
    - Assign the second record (the one with spending for your friend) to the category Financial expenses: sub-category: Loans, interests.
    - Create a new debt and provide info that this is a debt for your friend John (just an example).
    - Add a record to that debt (select to not create a new record and to use the existing one)
    - add that existing record.
    - Now, when a friend will give you cash back, go to Debts
    - click on Add record,
    - create a new one this time,
    - select an account to which you got money from your friend, amount and save.

    * (if a total balance of debt will be equal zero, debt will be automatically closed)
    ** (the newly added transaction, an income from your friend) will be created under category Incomes: Loans (or something like that).

    That's the way I recommend.

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    Kamil Wójcik commented  · 

    In such case I divide payment into categories "grocery" and "debt (expense)". If/when he will give me a cash I create a transaction - income "debt (income)". Additionally create a debt for those transactions.

    It allows me to precisly track my money thanks to filters, debts, etc.

    However, in your case you may split expense into 2 transactions and change the second one to transfer.

  19. 1 vote
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    1 comment  ·  General » DESIGN  ·  Admin →
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    Kamil Wójcik commented  · 

    gear icon in top right corner. Click it, rearrange accounts. Go back. Done.

  20. 24 votes
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    Kamil Wójcik commented  · 

    Please take a look at attached screenshot. Isn't it what you are looking for?

    I have many budgets, sorted from the most important to to least inportant, I clearly see how much I spent from a budget, how much I have to spent (planned transactions included), where I breached the budget, etc.

    If you will go to Budgets, in right top corner you will find a sum of all budgets.

    The only think I miss is a graphical presentation budgets vs incomes (done and planned in current month), but this should be in a graph presenting balance forecast.

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