Custom Balances Extension: Questions and Answers

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dtd

29 Sep, 2023 11:03 PM

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)

Showing page 9 out of 9. View the first page

  1. 241 Posted by Stuart Beesley ... on 17 Jan, 2024 12:36 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    @he. Have you tried Moneyforesight for reminders?

  2. 242 Posted by he on 17 Jan, 2024 03:35 PM

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    I believe you're referring to either th Balance Predictor or Foresight Forecast which can be added to the Summary Page? If so, I use both but each has its limitations:

    a) They're graphs only which doesn't give me the currency precision I need. (Balance predictor graph is in $1000 increments along the y-axis, too imprecise to be practical for my needs.)

    b) I just can't wrap my mind around entering a number and period for the future period. For example, a common future period I frequently use is 'asof end of month' or 'as of end of quarter'. Neither of these apps makes it easy. Instead, I have to calculate how many days (or weeks) till the end of the month (or quarter) and enter it accordingly. It's just too cumbersome to use. I know there's a better way to handle future dates -- CB has demonstrated that in spades -- but having to pull out a calculator each time I need to enter a future date doesn't work for me.

  3. 243 Posted by Stuart Beesley ... on 17 Jan, 2024 06:45 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    All, I have ’tweaked” CB PREVIEW so that the internal engine can handle it if user enters and divides by whole numbers in formulas and so that you get the expected decimal result (rather than truncation)….

    Previously 11/2 would equal 5 instead of 5.5 when entering manual formulas (for example)...

    Ditto fixes for the sum, min, max, abs functions too..

    Latest on my site…: https://yogi1967.github.io/MoneydancePythonScripts/

    Would be grateful for people to load, confirm no existing numbers have changed etc and that formulas seem OK......

    If you used cost basis or gains, would also be pleased to hear that nothing changed there either..?

    Thanks...!!

  4. 244 Posted by dick on 17 Jan, 2024 08:03 PM

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    My existing numbers work in build 1047.

    Thanks for all your great work. Really appreciate it.

    Dick

  5. 245 Posted by Stuart Beesley ... on 17 Jan, 2024 08:25 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    @dick 👍 have you tried formulas? Interested to hear what formulas people are using?

  6. 246 Posted by dick on 17 Jan, 2024 10:03 PM

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    I converted everything to formulas and it worked perfect.

    Dick

  7. 247 Posted by he on 19 Jan, 2024 01:40 AM

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    Would be grateful for people to load, confirm no existing numbers have changed etc and that formulas seem OK......

    I just got around to installing the latest version. I can confirm that all is working as intended on my end. All rows, subtotals, and my ever-important Reminder rows are identical to the previous version. Two thumbs up.

  8. 248 Posted by Stuart Beesley ... on 19 Jan, 2024 07:52 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    @he 👍 thx

  9. 249 Posted by Stuart Beesley ... on 21 Jan, 2024 10:43 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    All, FYI - PREVIEW has been updated on my site.. Slightly improved GUI config screen, and also improved size/handling/scrolling when on smaller screens. I'm interested to hear back from people that this version looks OK to them with no issues (on the GUI) arising... Thanks

    https://yogi1967.github.io/MoneydancePythonScripts/

  10. 250 Posted by he on 22 Jan, 2024 12:32 AM

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    I just installed latest version and can confirm no changes in any of my rows, all amounts exactly as they should be, when compared to the previous version.

  11. 251 Posted by dtd on 03 Feb, 2024 10:17 PM

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    CB Version 1047 has been official on MD for a bit now, the major issue is that 1038 is still listed as the release. If you want the latest official release, go to manage extensions/installed/Remove Custom Balances, then go to Manage Extensions/Available/Install Custom Balances.

    Should be no issues, but going to CB/Options/Backup Config before doing this is never a bad idea.

  12. 252 Posted by dtd on 03 Feb, 2024 10:22 PM

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    If you got a preview 1047 recently, almost nothing has changed, so the above is very optional as well.

  13. 253 Posted by he on 03 Feb, 2024 10:30 PM

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    Can confirm that by following @dtd's instructions, 1047 updated flawlessly. And I did back up my configuration before proceeding.

  14. 254 Posted by dtd on 02 Mar, 2024 05:53 AM

    dtd's Avatar

    Now that 1047 has been out for a month - any thoughts or comments?

  15. 255 Posted by dtd on 22 Mar, 2024 09:32 PM

    dtd's Avatar

    Well, it's been long enough that I'm at least looking to an information document update (Stuart's been doing it by himself, but I tend to edit)

    Is everything clear in the new documentation? Anything you think should be added? And what do you think about the new version 1047?

  16. 256 Posted by he on 22 Mar, 2024 11:26 PM

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    As far as I can tell, everything is working as it should. Admittedly, I haven't read the documentation cover to cover, but I find the extension itself easier than ever to use without it and is currently serving all my needs.

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