Hi, would it be possible to suggest some new features?
1) a date for an asset as start date: i.e. I buy a new car and want to register it, but then it will show in the graphics and everywhere since the beginning, while it should start only at a specific date.
2) Still on assets, a future Asset (maybe linked t othe above one) flag could be interesting. Like I have a fund that will give me a bonus after xx years of keeping it... I don't want to see it now in my B/S but would like to know is there after that date. I could use scheduler, but this is a contingent asset actually, not sure I will have it... there should be like a flag to mark an asset as "to be included only after xx-xx-xxxx". Also interesting for Liabilities, eventually... both of the first 2 comments.
3) Moreover, an expiry-warning date on a transaction would be useful. All transactions in scheduler or not should have a date and a leeway set (by default in the setup, like "Warn x days before this date") but changeable to all transactions) at which a warning appears when opening the program. It is useful i.e. for tax decalarations
to pay the last day....
4) Also, a simple calc button attached to the numeric field would help a lot entering data in some cases...
5) Another feature would be a realignment of accounts. Sometimes it happens (it happens to me at least) that the bank statement and the data in the account (typically bank) are not in sync (i know i should use the concile flag, i will start) and then you have to adjust the initial balance in the account setup. To fix this you have to make a calculation between what you have in the program, what is in bank statement and then put a new initial value to match all the transactions and the bank value... a button that says "set initial value to match xxxxx in bank" woul be great...
6) as bugs, I find many duplicated payee everytime... I mix entering them manually and sometimes selecting from the prefetched text in the dropbox... maybe is this...
7) another bug-strange thing is the fact that scrolling in the list of transactions is disabled soemtimes if changing tabs... you need to use the arrows/sliders then it start working again, clicking on the list is not enough.
8 ) When running a query in the tab and double clicking on a record to modify it then lose the focus on the query tab's selected records when back to it... so i have to scroll back and search the record again. It should keep the focus on the last (or previous or close by) record i was looking at before double clicking on it. It happens the same on the dropdown lists... once you open and try to scroll them with the mouse wheel, it actually scroll the data in the background...
9) A simple CTRL+F with a global search on the term entered in the box appearing would be great. Search on transactions, obviously.
Thanks !!! lots of ideas, I hope you can manage to understand and agree...
1) a date for an asset as start date: i.e. I buy a new car and want to register it, but then it will show in the graphics and everywhere since the beginning, while it should start only at a specific date.
2) Still on assets, a future Asset (maybe linked t othe above one) flag could be interesting. Like I have a fund that will give me a bonus after xx years of keeping it... I don't want to see it now in my B/S but would like to know is there after that date. I could use scheduler, but this is a contingent asset actually, not sure I will have it... there should be like a flag to mark an asset as "to be included only after xx-xx-xxxx". Also interesting for Liabilities, eventually... both of the first 2 comments.
3) Moreover, an expiry-warning date on a transaction would be useful. All transactions in scheduler or not should have a date and a leeway set (by default in the setup, like "Warn x days before this date") but changeable to all transactions) at which a warning appears when opening the program. It is useful i.e. for tax decalarations
to pay the last day....4) Also, a simple calc button attached to the numeric field would help a lot entering data in some cases...
5) Another feature would be a realignment of accounts. Sometimes it happens (it happens to me at least) that the bank statement and the data in the account (typically bank) are not in sync (i know i should use the concile flag, i will start) and then you have to adjust the initial balance in the account setup. To fix this you have to make a calculation between what you have in the program, what is in bank statement and then put a new initial value to match all the transactions and the bank value... a button that says "set initial value to match xxxxx in bank" woul be great...
6) as bugs, I find many duplicated payee everytime... I mix entering them manually and sometimes selecting from the prefetched text in the dropbox... maybe is this...
7) another bug-strange thing is the fact that scrolling in the list of transactions is disabled soemtimes if changing tabs... you need to use the arrows/sliders then it start working again, clicking on the list is not enough.
8 ) When running a query in the tab and double clicking on a record to modify it then lose the focus on the query tab's selected records when back to it... so i have to scroll back and search the record again. It should keep the focus on the last (or previous or close by) record i was looking at before double clicking on it. It happens the same on the dropdown lists... once you open and try to scroll them with the mouse wheel, it actually scroll the data in the background...
9) A simple CTRL+F with a global search on the term entered in the box appearing would be great. Search on transactions, obviously.
Thanks !!! lots of ideas, I hope you can manage to understand and agree...
