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TODO.md

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Features

  • thousand separator in amounts
  • check for account/cc numbers in transactions
  • balance: last reconciled posting date
  • register: sorting by quantity to aid finding largest transactions
  • register: show account balances with begin/end
  • stats: check closed accounts have 0 balance
  • register: show posting commodity (not just total commodity)
  • register: recursive prints transactions within the parent tree twice
  • register: recursive totals are useless
  • balance: csv, json, chart output
  • register/balance: markdown output
  • register: more advanced filtering options
  • stats: aggregate transaction/price stats by time (-y, -q, -m) and begin/end

ofx2coin

  • duplicate elimination too aggressive with identical transactions (e.g. 2x ROGERS top up for cell phones) ? duplicate transactions from the same source/file should be kept?
  • sanitize sensitive information, account/cc numbers
  • commodity mismatches (USD vs CAD)
  • use ofxid for deduping (need tags?)

coin2html

  • update user docs in README (details, balances, screenshots ...)
  • allow dropping subaccounts from aggregations (in both chart and register)
  • filter subaccounts, payee, tag...
  • brush to select date range
  • buttons to reset To/From to Min/Max date
  • replace dateToString with d3.format
  • try d3 binning for groupBy utils
  • try d3 layouts
  • tooltips for columns, inputs and wherever useful
  • preserve UI state in history (make back/forward buttons work)
  • trim to time range on export (need to recalc posting balances!)
  • show commodities and prices
  • investment performance summary

Issues

  • how to match :Acct when there's :XAcct as well?

Maybe