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Simon Michael 2008-05-26 21:13:54 +00:00
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@ -70,6 +70,31 @@ what does my balance history look like ?
what does my balance future look like ?
are there any cashflow, tax, budgetary problems looming ?
** charts
[1:27pm] <sm> I have decided I am not getting enough visible day-to-day value out of my ledger, I need more of that to stay motivated
[1:27pm] <Nafai> What do you think will help in that?
[1:27pm] <sm> I think some simple self-updating charts, or even good reports in a visible place
[1:28pm] <sm> something I don't have to spend an hour fiddling with to get answers
[1:38pm] <sm> Nafai: identifying/designing some useful reports/charts seems to be blocking me
[1:39pm] <sm> there are probably some standard ones I should use
[1:40pm] <sm> a graph of daily net worth is probably one of the simplest
[1:58pm] <sm> what else.. a chart of weekly expenses in key categories
[1:58pm] <sm> ditto, monthly
[1:58pm] <sm> a chart of monthly income
[1:59pm] <sm> those three should help me be more clear about cashflow status
[2:00pm] <sm> also I'd like something that shows me how much I am on top of financial tracking - how current my numbers are, when last reconciled etc - at a glance
[2:01pm] <sm> another simple one: current balances in all accounts
[2:01pm] <sm> those would be a great start
[2:04pm] <sm> daily net worth, weekly expense, monthly expense, monthly income, confidence/currentness report, and balance report
[2:05pm] <sm> let's see, which of those 6 would give most payoff right now
[2:05pm] <sm> probably 5
[2:06pm] <sm> how could I measure that ?
[2:06pm] <sm> number of days since last ledger entry..
[2:06pm] <sm> number of ledger entries in last 30 days (compared to average)
[2:07pm] <sm> number of days since last cleared checking entry (indicating an online reconcile)
[2:08pm] <sm> those would be a good start. How do I make those visual
[2:09pm] <sm> well I guess the first step is a script to print them
* misc
** compare other languages! a parser generator and decent speed is required
*** python: http://cheeseshop.python.org/pypi/ZestyParser, pysec, pyparsing