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

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tax-view-full-year-expenses
Oct 23, 2026
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clstaudt merged 1 commit into
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tax-view-full-year-expenses

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@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

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clstaudt added this pull request to stack #620 October 18, 2026 12:13
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clstaudt force-pushed the tax-view-full-year-expenses branch 4 times, most recently from 42a5634 to 44009f5 Compare October 23, 2026 21:41
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 44009f5 to b325a99 Compare October 23, 2026 21:48
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clstaudt added this pull request to the merge queue Oct 23, 2026
Merged via the queue into main with commit 118a8ca Oct 23, 2026
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clstaudt deleted the tax-view-full-year-expenses branch October 23, 2026 22:07
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