Timeframe Chooser Improvements
complete
Brandon Trautmann
There have been multiple very reasonable requests to improve the timeframe choosing experience.
Specifically:
- Ability to easily change between periods, i.e if I have selected a month, the ability to go to the next and previous month at the tap of a button. The Buddy app has a good example of this.
- Ability to have trailing periods, i.e rather than the Latest 3/6/12 month buttons select the dates and then never change as time progresses, make the selection track. So if in June I select Latest 3 months, the period will include April, May, & June. But in July, this will switch to May, June & July automatically without the need to re-select Latest 3 months.
- Ability to specify exact dates.
- This hasn't explicitly been requested (to my knowledge), but the ability to select non-month periods, i.e maybe you want to look at reports in terms of weeks or years. This potentially(?) collides with the BYOC feature, which will allow for this granularity when building charts.
Brandon Trautmann
For this ticket, the primary issue we solved was making selected periods "trailing" so that you don't need to re-select them after the month changes.
For the others:
- Changing periods: The example I gave (Buddy) is not great, as it allows different period durations which doesn't really jive with the YNAB structure. So when you select "This Month" and that period is trailing, going to the next month (but still having "This Month" selected) doesn't really makes sense (same goes for last month, this year, last year, etc.). It _might_ make sense for the custom period, but the mental model gets confusing if anything except a single month is selected (e.g I select a 3 month duration and then hit the "next period" button...what does the user expect). Happy to hear feedback on this.
- The last 2 bullets I think will be implemented as part of the BYOC feature which I'm excited to get to soon! The chart builder should allow you to specify an exact range (or a trailing preset period) by which to scope the data. It may also allow you to break the time axis up into chunks different than the monthly.
Brandon Trautmann
complete
The primary change of this (mentioned in comments) is being released in 1.22.x. The remaining changes (except for the change-period button) will be released with BYOC.
Brandon Trautmann
For this ticket, the primary issue we solved was making selected periods "trailing" so that you don't need to re-select them after the month changes.
For the others:
- Changing periods: The example I gave (Buddy) is not great, as it allows different period durations which doesn't really jive with the YNAB structure. So when you select "This Month" and that period is trailing, going to the next month (but still having "This Month" selected) doesn't really makes sense (same goes for last month, this year, last year, etc.). It _might_ make sense for the custom period, but the mental model gets confusing if anything except a single month is selected (e.g I select a 3 month duration and then hit the "next period" button...what does the user expect). Happy to hear feedback on this.
- The last 2 bullets I think will be implemented as part of the BYOC feature which I'm excited to get to soon! The chart builder should allow you to specify an exact range (or a trailing preset period) by which to scope the data. It may also allow you to break the time axis up into chunks different than the monthly.
Brandon Trautmann
in progress
R
Ricori
Please have an option for YTD (year to date), i.e since January 1st . It’s my favorite timeframe haha
J
Joel Lauterbach
Time chooser would be awesome for the overarching data. I. E. Only pull data across the whole app from last six months say.
J
Jim
Expose the timeframe chooser so that it can be selected/included anywhere the category chooser is available. This would provide very flexible and granular filtering on any query/report which would be very useful is spending/trending analysis.
Brandon Trautmann
planned
R
Ricori
But I agree covering all possible use cases would make it complicated. I prefer some good and simple knobs here and use the BYOC if people want to create custom reports.
R
Ricori
Shall I add ability to select if we want to display the average or the sum of amounts over the selected periods