Migrating from MoneyControl and other Budgeting Software

[creatvty]

Hey,

I have been looking into this project and I am quite amazed so far at the powerful feature set of this app. I have been using the budgeting app MoneyControl for years now and I am content but not super happy with it since it is lacking some features I would love to have but the project seems relatively static and it doesn't look like a lot of development is still going on there. For lack of good alternatives I have stuck with it. Until now...

As I said I think this app looks quite promising. I would like to try it out and migrate my data. Here is a list of issues I'm having that you might appreciate as Feedback but maybe you could also help me out here as a newcomer. I would definitely pay money for this if it holds what it promises.

• The help is quite good in-App but I think a more extensive Documentation / Wiki would be great
• The CSV import looks to be promising but as-is I cannot directly use the CSV export of MoneyControl (MC). In the interest of attracting more people and lowering the barrier of entry it would be great to have specific imports for other budgeting tools like this. I imagine this could be a pretty thin layer on the CSV import with some additional mapping and to be able to also import Categories, Tags, etc
• Since MC is designed to be used collaboratively, there is the concept of "Person" as in "who acts on this transaction / account". This can also be considered in Visualizations. For me and my family this would be a vital feature but I was not able to find anything similar to this here
• The same goes for collaboration. The synchronization of the app's state between devices would be very important so we can have a single source of truth
• The scan function looks very promising but sadly I was not able to make it work yet. I installed Tesseract and tried it a few times but I always get a no data message. I was not able to find a relevant issue or closer information on what is important for the scan to succeed

These are some points I could think of. If more come to mind I will update this post. I would really love to use this app if I can manage to transition without a huge amount of work and without corrupting my budgeting data I have accumulated since 2016.

Thanks

[mtotschnig]

thank you for the extensive feedback!

* The help is quite good in-App but I think a more extensive Documentation / Wiki would be great

The app covers a lot of different use cases, and I lack the resources to maintain extensive documentation covering all of them. I try to gather frequently asked questions in the FAQ (https://github.com/mtotschnig/MyExpenses/wiki).

* The CSV import looks to be promising but as-is I cannot directly use the CSV export of MoneyControl (MC). In the interest of attracting more people and lowering the barrier of entry it would be great to have specific imports for other budgeting tools like this. I imagine this could be a pretty thin layer on the CSV import with some additional mapping and to be able to also import Categories, Tags, etc

Since there are so man different expense tracking applications, it is not feasible at the moment, to implement support for all of them. But if you encounter specific issues when importing from MC, I am ready help via Discussions here on Github or [email protected], and maybe specific recommendations could then be extracted into the FAQ?

* Since MC is designed to be used collaboratively, there is the concept of "Person" as in "who acts on this transaction / account". This can also be considered in Visualizations. For me and my family this would be a vital feature but I was not able to find anything similar to this here

My Expenses is primarily focused on data stored on the device, and managed by a single user. Maybe if multiple users use the same device, or data is copied between devices via sync, the person could be represented via Tags? There is also the concept of Custom Attributes (#447) which is actually already implemented on the database level, and would just need an UI.

* The same goes for collaboration. The synchronization of the app's state between devices would be very important so we can have a single source of truth

The current synchronization feature should provide this.

* The scan function looks very promising but sadly I was not able to make it work yet. I installed Tesseract and tried it a few times but I always get a `no data` message. I was not able to find a relevant issue or closer information on what is important for the scan to succeed

The OCR via Tesseract is known to not have satisfactory results. You could give the Mlkit variant a try, if you are fine with using software that is not 100% FLOSS: https://github.com/mtotschnig/MyExpenses/wiki/FAQ:-OCR

[creatvty]

Thank YOU for the detailed reply 🫶

The app covers a lot of different use cases...

I understand. I just think this could really help new people looking into this

Since there are so man different expense tracking applications, ...

Sure, but I think working off of the Pareto principle you could already help a lot of people just by implementing a few of the most used apps

My Expenses is primarily focused on data stored on the device, and managed by a single user. Maybe if multiple users use the same device, or data is copied between devices via sync, the person could be represented via Tags? There is also the concept of Custom Attributes (#447) which is actually already implemented on the database level, and would just need an UI.

Okay that solution sounds promising as a workaround. I will try it. For me the attribution of expenses to a certain person was pretty essential in MC that's why I thought this would translate to other apps.

The current synchronization feature should provide this.

Great!

The OCR via Tesseract is known to not have satisfactory results. You could give the Mlkit variant a try, if you are fine with using software that is not 100% FLOSS ...

Thank you, I have not tried this out yet. Will definitely give it a shot.

Thanks again for taking the time to answer these