Commit Graph

161 Commits

Author SHA1 Message Date
Bryce Covert
c7c63f6a02 another fix. 2019-09-30 21:47:36 -07:00
Bryce Covert
dbe4c7b9c4 Hovering fix 2019-09-12 20:47:16 -07:00
Bryce Covert
96ec3b1cf5 makes import check for accoutns 2019-08-31 07:08:57 -07:00
Bryce Covert
a6b1ac9cf0 don't freak out over nulls. 2019-08-01 06:38:58 -07:00
Bryce Covert
ac35b406ae minor fixes 2019-07-30 22:45:26 -07:00
Bryce Covert
303068f1fc one big transaction. 2019-06-05 21:04:18 -07:00
Bryce Covert
b01578b70a You can now run the rule on a bunch of transactions. 2019-06-05 20:55:32 -07:00
Bryce Covert
197397649c transaction rules are testable not whilst editing. 2019-06-05 19:33:41 -07:00
Bryce Covert
7ac17c9cbc bank accounts can now have locations. 2019-06-04 07:08:10 -07:00
Bryce Covert
cf2319b681 remove excluded from ledger. 2019-05-19 08:06:21 -07:00
Bryce Covert
c56e5372e4 testing. 2019-05-17 15:58:37 -07:00
Bryce Covert
e876dc7b6d Replacing when matching. 2019-05-17 08:47:35 -07:00
Bryce Covert
a87d22c320 Adding transaction approval status to transaction page 2019-05-17 07:14:16 -07:00
Bryce Covert
d0b5772d94 supports testing with yodlee merchant. 2019-05-16 23:02:28 -07:00
Bryce Covert
de7fecc364 critical feature - you can now unset fields. 2019-05-16 22:08:10 -07:00
Bryce Covert
486f09fd94 allows manually matching rules. 2019-05-16 21:39:28 -07:00
Bryce Covert
21f7ac32b9 yodlee merchant or description 2019-05-16 16:37:45 -07:00
Bryce Covert
26fbb89345 supporting transaction automation 2019-05-16 13:45:14 -07:00
Bryce Covert
6d85c2d67c You can now kind of choose a yodlee merchant 2019-05-16 09:19:22 -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
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
1232033160 making everyone do queries the same way. 2019-05-04 19:40:29 -07:00
Bryce Covert
976d37d641 implementing sorting for checks. 2019-05-04 12:25:55 -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
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
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