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Summary Information Missing #81

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rjdainty1 opened this issue Jan 26, 2025 · 1 comment
Open

Summary Information Missing #81

rjdainty1 opened this issue Jan 26, 2025 · 1 comment
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question Further information is requested

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@rjdainty1
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When viewing Overview -> Monthly, the summary categories down the right hand side of the screen are all blank.

I'm unsure if this is by design, but I have a number of transactions, past and future, project and paid - and still all summary categories are blank.

Example below:-
Image

I don't see any error message on screen, nor does the web developer console show any errors. Docker logs also show no error. If it helps, I'm using Firefox on MacOS, I'm connecting over HTTP (rather than HTTPS) - if I can provide any more information just let me know.

Great project by the way!

@eitchtee
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eitchtee commented Jan 26, 2025

When you go to /transactions/ and /yearly/account/2025/ do you see the sums correctly?

On the monthly view the line besides your transactions look like number 1 or number 2? Color doesn't matter.

Image

If they all look like number 2, a dotted line, this means you configured all your accounts as Asset accounts, by design the totals from asset accounts aren't shown on the monthly page. You should configure all your main cash accounts and credit cards as not asset, and any investimentos or accounts you can't or don't want to withdraw cash from as Asset.

I do have plans to allow you to see the totals from these accounts on the monthly view, but it isn't implemented yet.

@eitchtee eitchtee added the question Further information is requested label Jan 27, 2025
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