Client views

Meta-issue to track implementing client views:

  • create a model for a client view (links with N accounts)
  • use client views in the list of transactions
  • use client views in charts
  • use client views in budgets
  • allow to CRUD views
  • implement a select that displays all the client views.

My use case:

  • I have an amex on which i do my business expenses. They are logged in a given account
  • Every month I get a transfer from my main account to the amex account.
  • In my main bank account, I do not get the detail of the transaction (as it is in the amex account).
  • I also have some business expenses on my normal account.

This means I have all by business expenses transactions in 2 accounts. I would love to be able to have these transactions displayed at the same location, with the ability to change the category: in my personal workflow of business expenses an expense will have (in this order) 3 different categories:

  • To be reimbursed: the expesnes is done
  • Reimbursment requested: I have asked for the expense to be reimbursed
  • Reimbursed: The expense is reimbursed by my company.
Edited by Nicolas Frandeboeuf