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@Lucaber Lucaber commented Mar 30, 2025

This PR adds a new option to the bucket settings to exclude the bucket from summaries on the report page. Previously large single transactions which are not part of my monthly budget (like selling stocks) completly messed up my statistics.

Im also changing how transfer transactions are displayed. They are now hidden from the summaries to fix the statistics when the "input" and "output" transactions of a transfer are in different months. Discrepancies in the transfer bucket can still be seen in the "Data Consistency" tab.

This PR adds a new option to the bucket settings to exclude the bucket
from summaries on the report page. Previously large single transactions
which are not part of my monthly budget (like selling stocks) completly
messed up my statistics.

Im also changing how transfer transactions are displayed. They are now
hidden from the summaries to fix the statistics when the "input" and
"output" transactions of a transfer are in different months.
Discrepancies in the transfer bucket can still be seen in the "Data
Consistency" tab.
@TheAxelander
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Looking good. Thanks a lot for your contribution, I will later have a deeper look on it.

Is it possible for you to also add a Db Migration for PostgreSQL? Otherwise I can do it later from my side, too.

@Lucaber
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Lucaber commented Mar 31, 2025

Hi, yes, I added a migration for postgres. The sqlite provider is no longer supported, right?

@TheAxelander
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Thanks a lot, correct SQLite is no longer supported

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I added some comments and some ideas. Let me know what you think.

Overall I think this a great idea, which solves a common problem that I also came across how to exclude certain exceptional Transactions that mess up the reports.

@Lucaber Lucaber requested a review from TheAxelander April 6, 2025 16:47
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Let's get this merged

@TheAxelander TheAxelander merged commit 342d74f into TheAxelander:pre-release Apr 7, 2025
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2 participants