mirror of
https://github.com/jcreek/bank-statement-analyser.git
synced 2026-07-13 02:43:47 +00:00
Added to do list
This commit is contained in:
@@ -15,7 +15,26 @@ This project is designed to:
|
|||||||
|
|
||||||
All data is stored in localstorage on the user's device, exportable as json for backup and re-import purposes. This enables greater security and confidence (other than being able to go through the source code with a fine toothed comb).
|
All data is stored in localstorage on the user's device, exportable as json for backup and re-import purposes. This enables greater security and confidence (other than being able to go through the source code with a fine toothed comb).
|
||||||
|
|
||||||
If you wish to contribute other bank statement csv formats or features then please do!
|
If you wish to contribute other bank statement csv formats or features then please do!
|
||||||
|
|
||||||
|
## Project to do list
|
||||||
|
|
||||||
|
### Things for version 1.0
|
||||||
|
|
||||||
|
1. Set up adding statement lines and displaying them
|
||||||
|
2. Set up adding and saving statement lines with localstorage, and reloading from localstorage
|
||||||
|
3. Set up importing a csv file (bank statement) to the data structure, adding each line
|
||||||
|
4. Modify that to ignore any entries that already exist upon import
|
||||||
|
5. Set up a system to enable selecting a tag from the preset tags for each line when importing
|
||||||
|
6. Modify that to enable creating a new tag and saving that to localstorage
|
||||||
|
|
||||||
|
### Things for later versions
|
||||||
|
|
||||||
|
- Be able to set rules to auto apply these, or manually set them for each item on a statement when adding it in
|
||||||
|
- Be able to summarise (with graphs) expenditure and savings for any selected time period
|
||||||
|
- Be able to expand the above summaries for more detailed information
|
||||||
|
- Be able to calculate your current FIRE status (i.e. how much you save in a year, and, assuming a return of x%, how much your yearly income from investing your savings would be, compounding to calculate how long until you hit a minimum retirement goal - vaguely similar to https://app.fin-dee.com/)
|
||||||
|
- Be able to analyse and capture trends in expenditure and saving across months/years
|
||||||
|
|
||||||
## Project setup
|
## Project setup
|
||||||
```
|
```
|
||||||
|
|||||||
Reference in New Issue
Block a user