Reports

[iffy]

We want more reports. Feel free to comment here with the type of reports you want Buckets to include. I can't promise to implement all of them.

Remember, include each report as both as chart and a table of data. Or at least as a table of data.

[iffy]

Groceries for the Month.. Last 6 months....
Perhaps a txt report on how much you spent ( eg. Walmart ) for the month

[rphillipchuk]

Wife: " What happened to all the money in the bank?"
Husband: "We spent it all on groceries"
Wife: "How much did we spend on groceries last month? and the month before? Can you tell me what store we spent the most? What are we averaging per month?
Husband: "I have asked Matt if he could use his programming expertise to create some reports on this. "

:

[Limezy]

Can you tell me what store we spent the most?

This is the usecase motivating #101, and more generally speaking, the benefit to implement a double entry bookkeeping system, as I requested to Matt by email.

When it will be implemented (if Matt believes it's a good thing!) you will see each of your groceries stores as "external" accounts. A click on it and you will have a complete report of your spending history with it !

[AAverin]

I have a very similar story to that funny dialog above.
I've been using Buckets for about 6 months and me and my wife just wanted to check some statistics and analyse some of our expenses over the time, like how much money do we spend on food or restaurants and how things changed when we changed our diet habits.
Would be nice to have some way to do it in the app.

Also, what I find important:
in reports it should be possible to see somehow which buckets were negative to the end of month and were "closed" by transfering from other buckets or filling in with available money. This would show where your planning was off, like you planned one sum of money for food but ended up spending more for whatever reason. Buckets that are "off" every month could require some thinking so it would be great to see those in stats somehow.
Regular overspending on core needs like food could just also indicate that prices went up and some corrections are required in the budget.

Same goes for buckets that regularly end up having some money left there by end of month.

And, of course, there should be a way to see transactions in the bucket for the target period, not just one month. Ideally with some kind of graph allowing to see transactions that are kind of off the chart, too big or too small.

[iffy]

After the fact, we want to be able to look back at what we spent in a month by percentages. (Ex. Percentage of income spent on rent that month; percentage of savings spent on health care YTD; Percentage of income from one source saved in a given month.)