Custom Balances Extension: Questions and Answers

dtd's Avatar

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 3 out of 3. View the first page

  1. 61 Posted by Stuart Beesley ... on 13 Nov, 2023 09:37 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    That’s not something that’s very easy to do (given how the code is currently structured).

    Perhaps one for the to think about sometime list.

  2. 62 Posted by dtd on 15 Nov, 2023 10:47 PM

    dtd's Avatar

    Version 1038 of Custom Balances has been signed and released.

    You may wish to either upgrade or reinstall if you have an earlier version.

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