Extension: Custom Balances - suggestions

RJron's Avatar


30 May, 2022 07:53 AM

Hello Stu,

Suggestions for Custom Balances:

Since each row is identified by a row number, perhaps better to also display the row number against each item.

Ideally, would be nice to click on one of those items - and to get into its transaction window. However, I realise there may be multiple accounts added and this is not possible/practical - except for a report.

In the configuration, re. bottom window with list of accounts - and selected accounts highlighted.

With an extensive list of accounts - and multiple accounts selected, it is not easy to identify which accounts were selected and to be sure of the list. I think a split window option ( either left and right - or top and bottom ) would perhaps provide more clarity to the user.

In the case of a "left and right window" option, it would be similar to the accounts adding area in the GRAPHS & REPORTS feature of moneydance. But this would include the same search/filter field as well - to make it easier to find and add them.

Additionally, in configuration, would be good if double-clicking an account/category would open the transactions window for that account/category. This will indirectly address point #2 I suppose.

Showing page 5 out of 5. View the first page

  1. 120 Posted by RJron on 29 Apr, 2023 01:55 PM

    RJron's Avatar

    Thats good to know. continuing on the List Future Reminders chat..

  2. 121 Posted by Stuart Beesley ... on 30 Apr, 2023 09:36 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    New PREVIEW of CB on my site:

    • ability to backup config and restore / config (suggest doing backup config first).

    • ability to format rows

    • ability to use result of another row in calculation (eg derive a % of portfolio type result)

    • ability to filter out rows

    Refer to CMD-I help for more details.

    As I say, preview. Feedback welcome.

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