Custom Balances Extension: Questions and Answers
Stuart Beesley has developed some amazing extensions (Toolbox!) for Moneydance, but I feel one needs a bit more attention and usage - Custom Balances.
It's on my top right on my summary page. To put it simply, it allows you to create balances to view, on your summary page.
But it's much more powerful than that.
It's basically a custom report generator. You can create your own reports to view, and flip through them with the group id filter (i.e. a group id identifies a specific report you made)
It's basically a custom view into multiple reports. You just add another group id (i.e. "CustomView") and you can see important lines from multiple reports you created.
It's basically a warning window - you can place in hidden rows that trigger if a problem value is found (i.e. too low, too high, etc) and it will suddenly show up, and even blink if necessary.
You can change colors, show title bars, separation lines, etc.
You can do ratios, percentages, and so on. You can show categories by timeline - i.e. how much did I spend on gas THIS MONTH, or THIS YEAR?
It's uber powerful.
That said, anything uber powerful might elicit "how do I do this or that" questions. So far, these questions have shown up in "strange places" or in threads with a totally different title. As Stuart's main tester for Custom Balances, I can certainly answer such questions, and Stuart will probably check in as well. We would also entertain suggestions for improvement, but we both think CB is fairly mature at this point.
So, feel free to ask about Custom Balances here. It's a FANTASTIC extension (IMNSHO - in my not so humble opinion)
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301 Posted by Stuart Beesley ... on 12 Nov, 2024 09:15 PM
What happens if you try:
I haven’t tried it and I’m aware of an issue with html and it cutting off…. But let me know what happens?
302 Posted by dtd on 12 Nov, 2024 09:28 PM
Probably obvious, but that text would go into a row name.
303 Posted by he on 12 Nov, 2024 09:44 PM
@stuart that did the trick. That was very quick, thank you. See the attached for yet another request.
@dtd, thanks for the input. It wasn't obvious to me but was able to figure it out, others subscribing to this thread may find it helpful.
304 Posted by Stuart Beesley ... on 12 Nov, 2024 10:02 PM
@he why is it not configured? Or are you asking for the value field to take on the same formatting?
305 Posted by he on 12 Nov, 2024 10:09 PM
This. (It wasn't configured because I created a test row but it appears the "value" portion of the row remains the original size.)
306 Posted by dtd on 12 Nov, 2024 10:11 PM
the html line is for the rowname.
The value result is separately created [Stuart would have to do some work to make it a different size.]. --- I'm the one who mentioned the <#html> solution to Stuart.
You can basically do anything with the <#html> tag. Even put more than one size or color into a single rowname - I have multicolored rows, multiple sized text, etc, depending on what I want to display. (you couldn't match the size fo the value field with some of my rows, as they have differently sized text)
You said, "It would be very helpful when quickly scanning certain rows." - to me that means the row grabs your attention - so the value should not have to change size as well. - imo
You can still bold/italic/underline/color for value as already exists to set it apart as well from other value results.
307 Posted by Stuart Beesley ... on 12 Nov, 2024 10:13 PM
The problem is that an html format can contain many sizes. I’m not entirely sure I want the value column to be allowed to change size. At the moment it uses a monospaced font at a known std size and ensures multi line alignment of numbers and decimal points etc.
308 Posted by dtd on 12 Nov, 2024 10:17 PM
I agree with Stuart's comment as well... do you really want to have this in the value column?
23.22
Big 400.44 that doesn't match the alignment of the other values? (make it a different color instead if you must.)
25.24
309 Posted by dtd on 12 Nov, 2024 10:30 PM
Whereas the value should stay the same, (for aforementioned reasons), I even have a few rows with more than one line by using <br/> within the <#html>
I'd send some examples, but not until the truncation issue I discovered (and Stuart is investigating) is figured out.
310 Posted by dtd on 14 Nov, 2024 12:03 AM
Fixed the truncation problem in 1054, testing 1055...
Here's some of the type of row names you can create:
311 Posted by dtd on 14 Nov, 2024 12:06 AM
It can be overkill, of course, and the above is overkill on purpose.