That is fabulous & fabulously flexible. I'm definitely going to use it.
Here is my quick take on *possible improvements*. If anything is unclear
please ask me to clarify or create a visual mock-up--which I am more than
willing to do. I hope I'm not over-burdening you with ideas. Its just I can
see what it might do because I think you got the basic functionality
*FUNCTIONS & FILTERS*
- Add an Auto-Incrementing Refference No. Every new entry gets a
reference number (like #1001, #1002 .. etc). Why? Because physical handling
of paperwork if you don't do that gets unwieldy. By generating a new number
you can then write that number on paperwork as you go along so if you (or
your accountant) need to find paperwork later you can easily. *The start
number of the counter should be User Definable*. The user should be able to
reset it. This reference number could (1) *appear in the first column* of
the report and also (2) *form a link to the relevant Tiddler*.
- Add a filter for Monetary Ranges to the report mode. For instance:
$400 - $1700. Why? So you can see at a glance costly expenditures.
- Add a Flag Field. The idea here is you have some items that are either
very important to track (like recurrent payments, or items that are not yet
fully settled so you need be able to find them). Flagged items to be
highlighted in some way. Either with something like a yellow highlight for
the row, or, maybe a simple extra column that displays "F" when the item is
flagged. Being able to filter on "Flag Status" would be a plus.
- *Really helpful* would be that click of "Update Total" produces
additional state tiddlers, not just the monetary total, but for ...
1 - Count of Number of Items Filtered
2 - Count of the Number Of Days that the date range filter covers
Why? Because with access to these (i.e. total $, no. of items, number of
days) you could more easily calculate budgets, variance from time-based
budgets, or pricing profiles.
N.B.:* the gizmo itself would not have to handle what could be done with
the state tiddler data generated*. It could be left to other macros to do
that using them any varying method a user needed.
But, for users like me having access to such basic data would open the way
towards practical accounting & budgeting and mean its gone a step beyond
being just a really smart column adder.
Jed, not sure how easy it would be but IMO its would make more sense to have
the data entry component integrated into what you call "report". For
instance with a line below the table (e.g.
under Com Pani Expense Report) that has entry cells aligned with the layout
of the table above it. At the end of the line a "+" to create the tiddler
holding that record.
FYI, in the way I'll probably use it I'll have the "report" as the thing
that is more forefront. The thing that I'd think of as the "interface".
- The Amount column and Total box to be right aligned.
- Enforce two decimal places. So that if you enter "4" what appears is
What users could do with it are varied. I think it would help expand its
usage by users being able to define what the (in "report") column heading
But maybe it would be enough already? As I see there is already a
templating idea in place--guidance on how to edit/create templates, change
displayed column titles etc, could be good too. In a way its already
potentially way ahead of simple cash adding--and flex on column headings
could make that clearer.
*SIDE COMMENT ON HOW IT WORKS ALREADY*
I think its a *real plus* that the data entry does NOT force you to enter
any specific data. That you can create records with no monetary value
without it breaking the calculation of the total, for instance, is very
practically helpful. I'm not sure if that was a design intent. But, in any
case, it gives a flexibility that most normal cash accounting software
doesn't easily allow.
Overall I find it an already very good pragmatic tool.
Tx & best wishes
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