Comment on Self-Hosted Document & Budgeting Automation: Paperless-ngx, Firefly III, and n8n – Good Idea?

• LordFireCrotch@lemmy.today ⁨2⁩ ⁨weeks⁩ ago

  yeah if you want that same functionality of months in advance transactions - you’ll have to create a similar solution with the cron job i mentioned.

  Budgets work well enough. They allow you to create any number of budget “buckets” - and each can be configured in various ways:

  • fixed amount each period
  • add amount to bucket each period
  • add amount to bucket each period and correct for overspending

  You can even have different periods - daily, weekly, monthly, yearly - though I’ve only ever used monthly.

  When you create transactions you assign them to a budget and it shows you how much you have left in that budget

  source

  • Colloidal@programming.dev ⁨2⁩ ⁨weeks⁩ ago

    Nice. Does it do projections with budgets? Like how is my savings account going to be in 6 months after putting in X$ every month?

    source

    • LordFireCrotch@lemmy.today ⁨2⁩ ⁨weeks⁩ ago

      Unfortunately no, that’s one thing the dev is very much against. In order to project anything, a transaction has to be made. So if you wanted to show what your balance in July would be after setting back $100 each month, you would need a $100 transaction in each month leading up to your target, then switch your view to July and see the balance.

      source

      • Colloidal@programming.dev ⁨2⁩ ⁨weeks⁩ ago

        That’s not very useful. Thank you.

        source