Commit Graph

399 Commits

Author SHA1 Message Date
Bryce Covert
8845ec9688 showing matched rule. 2019-05-16 08:34:12 -07:00
Bryce Covert
ac5ffd26fe you can now import from yodlee, automatically trigger rules, and have it show up on the ledger. 2019-05-15 22:37:53 -07:00
Bryce Covert
31aee76e61 adding automatic rule feature. 2019-05-15 19:18:51 -07:00
Bryce Covert
5f810ac2c4 prioritizes rules. 2019-05-15 18:57:42 -07:00
Bryce Covert
79500ba157 kind of applies rules. 2019-05-15 07:15:03 -07:00
Bryce Covert
70714a2de1 kind of applies rules. 2019-05-15 07:12:56 -07:00
Bryce Covert
f7d9fed0c5 Supports testing yodlee import 2019-05-14 21:18:52 -07:00
Bryce Covert
66fd9a87bc Supports editing the approval status. 2019-05-14 09:06:58 -07:00
Bryce Covert
76c903d16d rules can be edited fully and more. 2019-05-12 20:31:28 -07:00
Bryce Covert
51691fa553 added validation 2019-05-12 09:27:03 -07:00
Bryce Covert
2146073df8 supports adding conclusions. 2019-05-12 09:04:26 -07:00
Bryce Covert
067fff8588 added a bunch of test.s 2019-05-11 17:30:26 -07:00
Bryce Covert
8ecfd4c6ad more api testing 2019-05-11 10:54:21 -07:00
Bryce Covert
11bac9d025 working on testing. 2019-05-11 08:23:22 -07:00
Bryce Covert
ea4367a910 making saveable. 2019-05-10 06:20:36 -07:00
Bryce Covert
16a3b14844 adding day of month. 2019-05-09 23:32:43 -07:00
Bryce Covert
0520e2f0f8 Added regex testing 2019-05-09 21:44:54 -07:00
Bryce Covert
677a4e3c22 basic ability to test. 2019-05-09 21:12:26 -07:00
Bryce Covert
753949e063 adding and removing transaction rules works. 2019-05-09 10:21:59 -07:00
Bryce Covert
8c50085fcc implemented crud 2019-05-07 18:18:57 -07:00
Bryce Covert
a1abb4b05e adding transaction rules. 2019-05-07 07:10:21 -07:00
Bryce Covert
918f2e5be1 excluding some stuff from PNL 2019-05-05 17:57:37 -07:00
Bryce Covert
86d9c1c10c Creates vendors by default 2019-05-05 08:12:26 -07:00
Bryce Covert
3dafdd66c2 fixing vendors 2019-05-05 01:00:30 -07:00
Bryce Covert
d63bb566dc good s orting across the board. 2019-05-04 20:05:35 -07:00
Bryce Covert
1232033160 making everyone do queries the same way. 2019-05-04 19:40:29 -07:00
Bryce Covert
e6a36b190a moving to merge-query 2019-05-04 19:01:12 -07:00
Bryce Covert
976d37d641 implementing sorting for checks. 2019-05-04 12:25:55 -07:00
Bryce Covert
f8d8872131 fixed sorting. 2019-05-04 08:40:52 -07:00
Bryce Covert
d07367dc19 date range filter for everyone. 2019-05-04 08:04:08 -07:00
Bryce Covert
047a0c1f8e checks have date ranges. 2019-05-04 08:00:18 -07:00
Bryce Covert
34751fe77a transaction date range. Need to generalize filter changing. 2019-05-03 07:54:21 -07:00
Bryce Covert
452e663049 several fixes. 2019-04-24 21:29:38 -07:00
Bryce Covert
b5ca106260 Able to shohw ledger entries. 2019-04-24 15:31:33 -07:00
Bryce Covert
3462d2f3e5 Check matching 2019-04-24 08:27:53 -07:00
Bryce Covert
f547911c5b tells you about potential matches. 2019-04-24 07:35:19 -07:00
Bryce Covert
deef4eb4a4 adding some safety checks to not continue matching indefinitely. 2019-04-24 06:54:29 -07:00
Bryce Covert
b9b0147d7c minor 2019-04-24 06:36:34 -07:00
Bryce Covert
d36cbfbf97 you can exclude from the ledger. 2019-04-23 23:20:45 -07:00
Bryce Covert
a37f480636 bugfix. 2019-04-23 22:46:56 -07:00
Bryce Covert
89b31e521e can now match debits. 2019-04-23 22:36:13 -07:00
Bryce Covert
f24a782572 Manual import of ledger entries. 2019-04-23 22:27:14 -07:00
Bryce Covert
0b73b076a6 minor changes to support correct reporting. 2019-04-23 14:04:28 -07:00
Bryce Covert
5317310cc7 calculates profit and loss. 2019-04-23 09:53:14 -07:00
Bryce Covert
9f30c74619 percentage-based splitting. 2019-04-23 07:09:21 -07:00
Bryce Covert
81a13bf2e0 made the profit and loss report work correctly. 2019-04-18 07:20:19 -07:00
Bryce Covert
4c7cd1ff3e More grouping. 2019-04-17 23:45:00 -07:00
Bryce Covert
1b56d7ff0f Makes balance sheet work correctly 2019-04-17 23:10:14 -07:00
Bryce Covert
eea169a74f Balance sheet has correct data, needs formatting. 2019-04-17 22:36:31 -07:00
Bryce Covert
3ecfde69d0 Added bank accounts being credit card accounts 2019-04-17 19:30:01 -07:00