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Deduct a full year of expenses in the tax estimate - #618

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tax-view-full-year-expenses
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kpi-spendable-contractedfrom
tax-view-full-year-expenses

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@clstaudt

@clstaudt clstaudt commented Oct 18, 2026 •

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The tax view's income runs to the end of the year: invoices so far, plus planned and contracted work until December. Its expenses ran only to the current month.

  • Expenses: fixed recurring expenses count for all twelve months. Dynamic ones keep their earned-income base, now the average month invoiced so far, charged for every month.
  • Invoices: issued invoices dated later in the year count too, since their timesheets already take the work out of Planned. The breakdown's VAT now matches the Monthly VAT total.
  • Label: the breakdown is titled with the year instead of "YTD".

Past years come out as before. The dashboard's Spendable Income follows.

馃 Generated with Claude Code

@clstaudt
clstaudt added this pull request to stack #620 October 18, 2026 12:13
@clstaudt
clstaudt force-pushed the tax-view-full-year-expenses branch from 92eae33 to a2e49a0 Compare October 18, 2026 20:23
The tax view's income runs to the end of the year: invoices so far plus
the planned and contracted work until December. Its expenses ran only to
the current month, so the estimate taxed November's planned work without
deducting November's rent, and Safe to Spend counted income from months
whose costs it ignored. The breakdown was labelled year to date though it
covers the whole year.

Now the recurring expenses are counted for all twelve months, the same
span as the income, and the breakdown is labelled with the year. Dynamic
expenses keep their earned-income base, now the average month invoiced so
far, charged for every month of the year. Issued invoices dated later in
the year count too, since their timesheets already take the work out of
Planned. Past years come out as before.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@clstaudt
clstaudt force-pushed the tax-view-full-year-expenses branch from a2e49a0 to e675393 Compare October 20, 2026 13:48

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