Riddy21 / Riddy21/Friday_Budgeting_Pro

[Future] Tax filing categorization

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enhancement future
Dominant language
Python
Stars
1
Forks
1
PR merge metrics
No merged PRs in 30d

Description

Categorize transactions for tax reporting (deductible expenses, business income, etc.).

Why later: v0.1 focuses on day-to-day budgeting, not annual tax prep.

Rough scope:

  • Tax category tags on line items
  • Year-end report grouped by tax category
  • CRA/IRS-friendly column names + amounts

Contributor guide

Open the contributing guide

First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Research direction

The issue names no files, tests, or entry points. Start by locating the existing transaction, line-item, and reporting flows, then clarify the tax-category rules and CRA/IRS requirements. Done means tax tags and a year-end report are implemented with agreed category names and amounts.

Written by the indexing model from the issue text.

Assessment

Tech stack
python
Domain
data
Issue type
Feature
Difficulty
5/5
Estimated time
Over a week
Activity status
Quiet
Clarity
Mostly clear
Newbie friendliness
35/100

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