Implement tags for transactions

[phil0x2e]

It would be nice to have the ability to add multiple groups to transactions.

For example a transaction could be in the group "recurring payments" and "donations".
This would really help to organize transactions, which fit more than one group.

[fsobolev]

I now imagine groups entry in transaction dialog similar to the labels list here on github... Colored pill buttons, with a group name and small x button inside, circular + button on the right side of the list that opens a popup with a list of all groups. Yeah, looking at my contributions, it seems like I'm thrilled by colors, haha 🤣 Gonna make a mockup later.

[RuboGubo]

Just to throw my two pence in: If we do implement this, then it would make the count up on the side more complicated, as the sum off all the groups would not equal your total money.

[nlogozzo]

Just to throw my two pence in: If we do implement this, then it would make the count up on the side more complicated, as the sum off all the groups would not equal your total money.

Well the Total, income, and expensas of the account is calculated only from the transactions themselves and has nothing to do with groups, hence why they are two separate sections.

[zothma]

If we do implement this feature, this will create some other problems: the CSV will be almost impossible to do, unless each transaction is duplicated... It would look like that for a transaction that belongs to two groups Group1 and Group2:

1;2022-11-27;Test 1;1;0;30;rgb(53,132,228);-1;Group1;Description 1
1;2022-11-27;Test 1;1;0;30;rgb(53,132,228);-1;Group2;Description 2

This would ruin the ability to use the CSV in an external tool like Excel. Plus, from what I've seen in many apps, including my banking app, only one group is added to a transaction...

[fsobolev]

the CSV will be almost impossible to do, unless each transaction is duplicated...

Groups in CSV can be comma separated, so the only problem is to mask commas in groups' names and descriptions when exporting. Or it's possible to use another symbol as separator for groups in CSV (maybe |?) So your example will look like this:

1;2022-11-27;Test 1;1;0;30;rgb(53,132,228);1|2;Group1|Group 2;Description 1|Description 2

Plus, from what I've seen in many apps, including my banking app, only one group is added to a transaction...

Sounds awesome to me, implementing a feature that other apps don't have! 😄

[zothma]

Groups in CSV can be comma separated, so the only problem is to mask commas in groups' names and descriptions when exporting. Or it's possible to use another symbol as separator for groups in CSV (maybe |?)

This idea does solve my problem indeed. However, as CSV may only be used for apps like Excel and Calc, it does make it quite hard to read. It would have been relevant to do it like so if CSV were used to transfer data between accounts, but as this feature has been added now, I don't really see the interest. Finally, changing the CSV once more makes all previous CSV exports impossible to import again.

This feature would also mean to change once more the structure of the SQL file .nmoney, by adding a table for mapping transactions and groups and by removing a column from the transaction table.

As another problem I'd see, and this reflects what @RuboGubo was saying, it makes the total of all groups different from the total of all transactions, so some charts like a pie chart wouldn't be possible to do in the PDF report

[kdw2060]

Came here to make the same suggestion about categories/tags, so thumbs up for this idea.

I'd like to add one more suggestion: make the description an optional field. At the moment it is mandatory, but I feel like categories/tags are quite self-explanatory and most of the time don't need a description (e.g. I have categories like 'insurance', 'groceries', ...).

[fsobolev]

make the description an optional field

#111

[nlogozzo]

@fsobolev So how do we feel about doing this next? Do you want to make some mockups of how a tagging system would work (in conjunction with the current grouping system)?

[fsobolev]

This is my old mockup. Tbh I want to change it completely, but basically the idea and functionality can be the same: each transacion can have any number of tags, they're not in any way related or connected to groups. I don't think we have a good place in sidebar to always show tags there, but maybe we can show them somewhere when a user searches transactions, I have a few ideas, will do some mockups later and we'll see what looks best. I think we can make tags immutable, meaning once created they can't be changed, only deleted, this way we'll be able to have tags as comma separated list in Tags column in CSV, without Ids... need to save colors somehow tho.

[nlogozzo]

https://github.com/NickvisionApps/Denaro/releases/tag/2023.8.0-beta3