wish: custom reports or saved filters

add from #1639468

t would be very useful if there was a fast way to save and reopen the filters set during the using of your program.

My "2 cents":
- A combo box in the top right of the "Statistics Report" (and the other reports) window where you can choose the filter to apply;
- [Use only], [Save] and [Delete] buttons to manage the filter currently set in "Edit Filter" window;
- A warning to avoid the overwriting of the filters;
- In "Statistics Report" window, the name of the filter has to be visible;
- The choice of the filter in the combo box will set and apply the filter parameters, and if the user open the "Edit Filter" window, the parameters set are those currently in use;
- The filter should be able to have a free long name like "EDF invoices from 2012 to 2016";
- The combo box may also appear in the Filter window, in order to switch easily between the saved filters;
- Filters should be stored in external files (one file, one filter) in order to make the sharing easier between projects and/or users. It would be nice if you could also modify it with a simple text editor;
- In the "Preferences" pane, a way to set the path where you have to save the files of the filters;
- To populate the combo box, your program has only to read the filename of the files found in their folder (Preferences pane...) and link to it. For example, it might find: "EDF invoices from 2012 to 2016.xhb_filter";
- The opening of the "Statistics Report" (and the other Report, obviously) force to reread the filter's path.

Wow... how much stuff!
(Please, do not hate me! :)

Grazie davvero.
Ciao, TonyIT

Dear Maxime,

I also join this feature request.
Your software is amazing, the ability to save filters would
make it even more awesome.

I'm happy to provide more details on usage if you need.

Aurélien

Hi Maxime,
Did you give up the development of this feature or just postpone it to a 5.3.x subversion ?
Thank you
Jérome

I would also find the ability to save Statistics Report displays and filters details really useful. Also this is my first post and I really appreciate your great quality software! Homebank is so good for organizing personal finances.
Best regards, Roger Collin

@gromk13: I never give a feature, just postponed it, as some refactoring is required first and not finished, so I need to parcel out this dev.

I am just considering migrating from Microsoft Money to HomeBank and this is the first feature I looked for before switching across, as I have a number of pre-built reports in Microsoft Money that I can just run. This feature of saving report filters would therefore be a great addition.

As an aside, I tag holiday-related transactions with the holiday name so I have reports to show me expenditure on each holiday. In creating a filter that uses Tags, it would be nice if it would let me select from the list of tags created as I have to remember the tag name and free type it. I also can't figure out how to add more than one tag to a filter. Can filters only use one tag?

@marcus: for now yes, but I definitely need to make it as a checklist as well for the tag filters !

Feature back on track :) Great news Maxime! :) Can't wait to use it :)

Will this feature appear in version 5.5 ?

What does "In Progress → Confirmed" status mean?

in 5.5, no, it will not be ready
confirmed = Verified by someone other than the reporter.
means I will do the wish some day

It's a pity that You won't be able to do this now.
I am waiting for this option very much.
I hope it arrives as soon as possible. Version 5.5.1? :)

I switched from MoneyDance to HomeBank about a year ago as I found HomeBank more responsive and nicer to use. However saved reports is the one feature that I find missing in the HomeBank feature set! In MoneyDance you could access a complex saved report and graph with a click of the button.

Hello Maxime,
I find it also very disappointing that this feature is postponed once again. It has been on top of the wishlist for years. It severely impairs the usability and should have been included since the first releases many years ago. It is a pain to go through the process of clicking all the desired options everytime, let alone remembering them. Why not pushing a "dirty" fix right now, and tackling all the refactoring you aim for under the hood, at a slower pace (without greedy users pressuring you constantly :D).
Anyway, thank you for your devotion
Jérome

Well, you could have been disappointed if this feature was rejected or canceled, but hey... it still there.

Managing such a project requires that you makes choice, and group feature ready for a release.
On the other hand, if some are not ready, or because you face a problem that requires more time than expected at start to be achieved... then you logically postpone them, period.

@gromk13: this feature is not that old, and older one, by far, is going to be released and equally or even more valuable.
"Dirty" has nothing to deal with programming, people of my generation "do it right or don't do it".

So... Relax, breath and wait.

M.

"Dirty" has nothing to deal with programming, people of my generation "do it right or don't do it".

To be perfectly honest, this is also the way I always work. My suggestion was motivated by pure eagerness :)

Glad to hear the feature is still on track (and that it will be implemented "the right way" ;)

:( It is a pity that this task is postponed all the time...

Hi Maxime,
first of all, thanks a lot fort this remarquable work !
Any chance to see this feature comming soon ? I Can't wait to use it as this would really make your soft very powerful for budget analysis :)

Hello Makime
Coming from Ms Money I kind of miss the saving report feature. I see it is planned with version 6. Thank you in advance and thank you so much for this incredible piece of software!

Maxime, sorry for the typo..