Finalynx

Feature

* **budget:** Manage your daily expenses (N26 only) ([135](https://github.com/MadeInPierre/finalynx/issues/135)) ([`6209b40`](https://github.com/MadeInPierre/finalynx/commit/6209b4088d8a37640a71832e5bb275ab851b5ac6))

I recently discovered that there is an open Python API to access N26 accounts, so of course I had to make a daily expense manager based on it:


The idea is to ask a few questions about each expense :
- If you pay all/part of the expense for someone else, how much did you actually pay for yourself?
- Have they paid you back yet?
- Was this expense necessary? It could be fixed, variable, for hobbies, purely optional, for fun, ...
- etc.


Then, we could show simple statistics for each month (and cumulative yearly expenses) about how much you spent on each category/necessity.

Everything is stored on a Google Sheets on our personal account which acts as a database and is accessed through a Python API.

:arrow_right: Since this feature is probably pretty niche, I won't write documentation about it yet. If you're interested, please open a new discussion topic on GitHub!

Documentation

* Visual tweaks, update screenshots ([`efaa8b8`](https://github.com/MadeInPierre/finalynx/commit/efaa8b86d24578db10c3c3ce81774413b0d189a3))
* Add envelopes and sources tutorials ([`20a9a82`](https://github.com/MadeInPierre/finalynx/commit/20a9a823d20bd5bd2b37ca8abaca02e013062d63))
* Organize tutorials, add awesome badge ([`62b249d`](https://github.com/MadeInPierre/finalynx/commit/62b249d11b8e14e98f137286bd160d518f4a174e))
* Improve installation guide readability ([`a57f996`](https://github.com/MadeInPierre/finalynx/commit/a57f996ffa25028b332f9628946d7c4039a1c932))
* Create tutorials table of contents online ([`e690ab0`](https://github.com/MadeInPierre/finalynx/commit/e690ab09189be56fbd1109abc21c9ac51b5fcc3d))

Fix

* Import error caused crash in v1.20.2 ([`bcd0171`](https://github.com/MadeInPierre/finalynx/commit/bcd01715929a2e28721339b4a41ea9b3574aa953))

Documentation

* Write tutorial for targets, tweaks ([`3dd0883`](https://github.com/MadeInPierre/finalynx/commit/3dd08837c66d103301d16b9b26038a47f09a38c4))
* Update readme tutorial links ([`c4beabf`](https://github.com/MadeInPierre/finalynx/commit/c4beabf6be961da5150170c544c39c983938ac92))

Fix

* **sidecar:** Add option to hide renders for expanded folders ([`560d4fa`](https://github.com/MadeInPierre/finalynx/commit/560d4fac58b65e62eee5152c03ba66c73303f597))
* **recommendations:** Sort by total delta ([`5e686ef`](https://github.com/MadeInPierre/finalynx/commit/5e686ef26417611f3cc309c9b71abe962f284d14))

Documentation

* Fix screenshot url ([`4556af7`](https://github.com/MadeInPierre/finalynx/commit/4556af73af91be4af3515d31802e20bb59a45fcc))
* Create tutorials ([`93780d2`](https://github.com/MadeInPierre/finalynx/commit/93780d28c3c81bcf54a0238219413733898d4c45))

:warning: SMALL BREAKING CHANGE :warning:
If you were using the (very recent) sidecar feature introduced in v1.20.0 by setting them in your `Assistant` parameters :

python
Assistant(..., sidecars=[
"[ideal],[delta]",
"[delta]",
])


You must now use the new `Sidecar` class:

python
from finalynx import Sidecar Add this line on the top of your config file

...

Assistant(..., sidecars=[
Sidecar("[ideal]", "[delta]", "MY TITLE", render_folders=False),
Sidecar("[delta]"),
])


Here are the [explanations for this feature](https://finalynx.readthedocs.io/en/latest/quickstart/customization.html#sidecars). Setting sidecars from the command line options remains identical:

bash
python your_config.py --sidecar="[ideal],[delta],MY TITLE,False"

Fix

* **recommendations:** Classify folders by parent name ([`d2e4d22`](https://github.com/MadeInPierre/finalynx/commit/d2e4d2218dcf8f22ed8eb4598a480c6610aa4bb4))

Feature

* **sidecar:** Add configurable sidecar title ([`59ded22`](https://github.com/MadeInPierre/finalynx/commit/59ded22b7efadcdd7a863cd76c3fe348cbe11385))
* **sidecar:** Add support for multiple sidecars ([`81df340`](https://github.com/MadeInPierre/finalynx/commit/81df34028f80b34304b0a9e56298b05c5382a53f))
* **sidecar:** Customizable sidecar formats ([`6c4759a`](https://github.com/MadeInPierre/finalynx/commit/6c4759a1c070814ae409a9e2921d3372853c55c4))

Fix

* **envelope:** Make created date optional ([`18d5873`](https://github.com/MadeInPierre/finalynx/commit/18d5873d84f6f078f1fd558f0bf4b388aee4daf3))
* Notify user if a bucket was not fully used ([`1709068`](https://github.com/MadeInPierre/finalynx/commit/17090688cb7331b939ca7b4d1d7f1894e00377f2))
* **target:** Fix the previous fix... ([`0ad360a`](https://github.com/MadeInPierre/finalynx/commit/0ad360a33ba2fe7afde437995f9f603f498c930b))

You can now define several _sidecars_ to be displayed on the right of your main tree and fully customize what is shown:

<img src="https://github.com/MadeInPierre/finalynx/assets/12670280/78bd0c73-7fd8-4f4e-8b6a-e539dc3ff1cd" width=400/>

<img src="https://github.com/MadeInPierre/finalynx/assets/12670280/7a40a5dd-11ff-442f-81a7-41cec3d98e48" width=400/>

To add one or more sidecar, add the following option:
- From the command line:
bash
python your_config.py --sidecar="[ideal]" --sidecar="[delta]"

- From your Python configuration (used to save your preferences):
python
assistant = Assistant(portfolio, ..., sidecars=["[ideal]", "[delta]"])


You can also add a filter to each sidecar to only show an information if some other information is applicable to the current node. For instance, you can add a sidecar that shows the ideal amounts of the nodes with a non-zero delta (shown in the picture above). Add a `,` to the sidecar definition and specify your filter:
bash
python your_config.py --sidecar="[ideal],[delta]" --sidecar="[delta]"


Finally, you can customize the titles (only shown if `--hide-root` is not used) of each sidecar:
bash
python your_config.py --sidecar="[ideal],[delta],MYTITLE" --sidecar="[delta],,MYTITLE" no filter for the 2nd sidecar


Note: the previous `--hide-deltas` is now deprecated but I can't convince myself to bump the major version to 2.0 because of this tiny change :slightly_smiling_face:

Fix

* **target:** More intuitive displayed node ratio ([`20da9c8`](https://github.com/MadeInPierre/finalynx/commit/20da9c892d96c4cf7f165c306d1778e1c448c4c5))

Until now, the percentages next to the amounts showed the ratio between the current and ideal amounts. However this wasn't intuitive with the current layout, so the ratios now show their relative percentage in the parent folder.