A number of (minor) suggestions

UxR's Avatar

UxR

04 Jun, 2020 08:29 PM

I’ve been a user of the MD for multiple years now and it has become hands down my favourite app on my Mac - thank you very much for continuous development.

I thought I’d share a random laundry list of some, mostly minor I think, improvements I’ve thought of over the years that could improve its usability:

REPORTING:
- An option to set a date on the report as ‘today’, which would keep memorised reports to present as always up to date when opened again in the future
- An option to group reports by ‘fiscal year’- would be very useful for all of us in the UK with April year ends
- Ability to chart asset allocation over time using a type of your own choosing

MAIN WINDOW VIEW:
- Option to show/hide columns as desired (e.g. hide checks, tax dates, etc…)
- Memos/tags/rate/foreign amounts as a column option (as alternative to double line mode or holding alt key) - would look good for those with ultra wide monitors
- Clicking on ‘show other side’ of a transaction that forms a part of a search result to open in a new window (for some reason, ‘show other side’ opens in a new window for transactions listed in an account, however, that is not the case with search results)
- Collapsible ‘subfolders’ for memorised graphs & reports on the left side of the main screen (as an alternative to ‘removing them from sidebar’). Something akin to how one can collapse the full list, could look good IMO
- On Summary Page, the Expenses Graph could have a couple of more time options - e.g. This Fiscal Year, Last Fiscal Year, All Time, Year To Date seem most obvious omissions

INVESTMENT ACCOUNTS:
- support for stock moves between investment accounts (instead of “selling” and “re-buying”) - this one has indeed been requested multiple times before

TAGS:
- In the ‘Tag Summary’, ability to double click on a tag could bring up the list of transactions (kinda like a shortcut for a transactions report filtered on a tag)
- An option for ‘import from file’ to import tags as well. It can do descriptions and memos already

SECURITIES:
- Ability to assign more “types” to each security: so one could add e.g. geography, sector etc. (at the moment it seems you can pick one type and one subtype).

MISC:
- Support for full a installation on multiple computers that stays up to date between them

Keep up at the good work - looking forward to future versions!

  1. 1 Posted by Matt on 07 Jun, 2020 01:14 PM

    Matt's Avatar

    Seconded!
    Also, to add another option to the 'Action' field in the Investment register called 'Note' or 'Uncategorised' which could allow us to keep notes, ideas, instructions, attachments handy to effectively provide an investment journal or diary.

  2. Support Staff 2 Posted by Sean Reilly on 09 Jun, 2020 10:03 PM

    Sean Reilly's Avatar

    These are great suggestions! I've recently added, but not yet release, a couple of them, but the rest should definitely be added to our to-do list.

    One question, when you say "Support for full a installation on multiple computers that stays up to date between them" do you mean moneydance the app staying up to date? I suppose you know about the file syncing and that it's already possible to keep your data up to date across any number of computers.

    Thanks,
    Sean

    --
    Sean Reilly
    Developer, The Infinite Kind
    https://infinitekind.com

  3. 3 Posted by UxR on 10 Jun, 2020 09:36 PM

    UxR's Avatar

    Thanks Sean, this is much appreciated.

    I actually wasn't aware of the full syncing ability being there - I'm going to try that out for sure. I take it it syncs past currencies and securities data as well?

  4. 4 Posted by derekkent23 on 11 Jun, 2020 09:33 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi UxR

    Between computers everything is synced. Change something in Moneydance on one computer and watch the change appears in Moneydance on all the other computer within 60 seconds. Mobile devices, phones etc only bank/credit card accounts are synced so you can up date these on the go.

    Hope this helps.

  5. 5 Posted by UxR on 11 Jun, 2020 05:32 PM

    UxR's Avatar

    Hi Derek - thanks, this is great. I guess that one can be safely ignored then.

  6. 6 Posted by derekkent23 on 11 Jun, 2020 08:47 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi UxR

    That would be the case.

    Have Fun, Stay Safe.

  7. 7 Posted by dantdavis on 13 Jun, 2020 05:58 PM

    dantdavis's Avatar

    This just made me think. I can run Moneydance at the same time on both my and my spouse's macbook? Thinking about it, it makes sense, but I always tell her to make sure I'm "out" of MD before she begins.

    Sounds like I can drop that request? No potential Dropbox conflicts in modifying same transaction at same time?

  8. 8 Posted by derekkent23 on 13 Jun, 2020 07:52 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi dantdavis

    In my set up I have had three computers and two phone with Moneydance open and no conflicts.

    But you MUST be running 2017 or 2019 all the same version/build.

    Hope this helps.

  9. 9 Posted by dwg on 13 Jun, 2020 09:41 PM

    dwg's Avatar

    I'm a fellow user/

    Thinking tends to cause headaches :)

    Simultaneous multi-user access was one of the goals of the inbuilt syncing capability, so yes you can drop the request.

    Each user is using their own copy of the data stored on the local machine, this is one, but not the only, reason for storing the file locally.

    You can think of Dropbox as a bit like a notice board in this regard, you do something and the software pins a copy of this on the notice board, your wife's machine reads the notice board and makes a copy which it then stores locally and applies to the local data and so on. There is no data contention in this process, You can only read something once it is posted and you are not changing something that has been posted.

    If you make a change, that is a new notice that XYZ is now abc is posted and it can then be acted on by all machines. Moneydance is using a journal method of writing data not going in and changing any original data but modifying it through a later transaction.

    As for write ordering Moneydance uses internal time stamps to ensure the sequence is correct. I would suggest on all machines you ensure that Time Services are enabled.

  10. 10 Posted by Matt on 17 Jun, 2020 11:18 AM

    Matt's Avatar

    Another minor suggestion regarding securities.
    We already have the ability to add a URL associated with an account; it would be extremely handy to have the same association for a security.

    Regards,
    Matt

  11. 11 Posted by derekkent23 on 17 Jun, 2020 04:33 PM

    derekkent23's Avatar

    We already have the ability to add a URL associated with an account; it would be extremely handy to have the same association for a security.

    I vote for that suggestion

  12. Support Staff 12 Posted by Sean Reilly on 17 Jun, 2020 08:57 PM

    Sean Reilly's Avatar

    That sounds useful, and pretty easy to implement. I've added a ticket to our system for this and linked it to this thread.

    Thanks,
    Sean

    --
    Sean Reilly
    Developer, The Infinite Kind
    https://infinitekind.com

  13. 13 Posted by Matt on 17 Jun, 2020 09:29 PM

    Matt's Avatar

    Thanks Sean.
    Derek, I appreciate the vote of confidence!

    Regard,
    Matt

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