Debit & Credit 5.3: Further Improvements to Reports
Last year Debit & Credit received a massive update to its reports. They were rewritten in SwiftUI from scratch and received many internal improvements.
This year it is time to reap the benefits of the rewrite and incorporate new features that are available for charts in iOS 17 and macOS Sonoma. The two most important improvements are around report graph scrolling and selection.
All reports now have the Y-axis (amounts) on the right side. This allows to have consistent scrolling on all reports in one direction.
Selection of items on the graph is now easier, especially on the Mac. Now you can just move the cursor over the graph and selection will be handled accordingly.
The wealth-related reports were also improved:
• the wealth forecast report is now broken down into weeks rather than days when looking at next year. For the daily forecast, please change the report date period to next month or quarter
• the wealth forecast default date period is now next quarter instead of next year. You can change the default date period in the report settings
• improved display of the X-axis with date periods when looking into reports with shorter date periods
Other improvements:
• in the “How my spending is changing?” report amounts for parent categories no longer include child categories. They are treated now as separate categories. You can enable subcategory grouping in the report settings.
• pressing enter on the keyboard on the Mac can be used to start editing currently selected transaction (real innovation here)
What Is Next?
I am still looking into continuing the SwiftUI rewrite with the financial plans being my primary focus. The problem here is that SwiftUI is not ready to handle complex spreadsheet tables yet. I hope this will be improved by Apple later this year.
