5117 & 5118 Memorized Graphs & Reports

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20 Apr, 2024 12:00 AM

I use some memorized graphs on my Summary page. They used to pop up in their own simple window. But now the popup is an entire clone of the Moneydance UI: header, left menu bar, and the graph filling the main window section. I don't know if this was a designed change, but I would vote against it. The old way was better.

  1. 1 Posted by TonyRI on 20 Apr, 2024 12:26 AM

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    I noticed that as well and agree with your assessment. In fact, before I realized what was going on I had several overlapping windows that had to either be closed separately, or by going to the menu option File > Quit, whereas I was just able to click on one window close button prior to this change.

  2. 2 Posted by TonyRI on 20 Apr, 2024 12:40 AM

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    Interesting note. This only appears to happen when selecting the memorized graphs or report from the Summary page widget. If you select the memorized graph or report from the sidebar, only one window comes up at a time and it's not as cumbersome,

  3. 3 Posted by rsworden on 20 Apr, 2024 01:14 AM

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    I think the behavior is related to a change that is mentioned in the release notes for 2024. If you single-click on a graph, that graph replaces the previous display in the main window. If you double-click on a graph, it creates a new window with that graph. In the previous versions, that new window was a "limited" window which only had the relevant function, it did not have the sidebar and menu which would let you do other things with that window. Now it's a fully-functional window. Yes, the sidebar takes up some space, but I think the ability to then reuse that window is a good thing. It means less closing and opening of windows in the long run.

  4. 4 Posted by NT on 08 May, 2024 05:44 AM

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    I agree with BrianS. The previous "open in new window" was useful. Especially to get more graph/report on the screen without the menu and sidebar taking up space.

    This new "full moneydance window" behavior is annoying. If there was an option, I would turn it off.

  5. 5 Posted by MartinD on 13 May, 2024 01:36 PM

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    I also found the smaller single graph or report window very useful, especially when comparing reports on a small screen. Would it be possible to reinstate it when clicking on items in the 'Memorized Graphs and Reports' list on the 'Summary Page', rather than just losing this functionality? Opening a full window from here just takes up too much space.

  6. 6 Posted by robert.l.spauld... on 13 May, 2024 07:16 PM

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    Agree, please put it back the way it was.

  7. 7 Posted by tonyt on 14 May, 2024 06:21 AM

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    I agree.

  8. 8 Posted by AM on 12 Jun, 2024 04:40 PM

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    Just came across this annoying behavior after upgrading to 2024.1.

    Would like to have the option to turn "open in new window" off. If not, at least offset the placement relative to the parent window and turn off the sidebar so it's apparent to the user that it's not their main MD window.

  9. 9 Posted by sth on 14 Jun, 2024 01:15 AM

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    1. In the "settings->General" select "Show settings in popup".
    2. Open a graph from the summary page.
      a. hide the left hand menu ( Uncheck View->Sidebar) b. Resize graph to the convenient size you like
    3. Close window

    Now every time you select that report/graph it will show up in your predetermined size and/or with a sidebar as you wish.

    Bonus points are that you can now edit the graph/report parameters from that pop up rather than selecting from the side bar to do that.

    No need to turn it off with yet another checkbox. It is close enough to "back the way it was" for all practical purposes.

  10. 10 Posted by TonyRI on 14 Jun, 2024 01:48 AM

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    With Window 11 and MD 2024.2 (5134) I see File > Preferences > General Tab > Show all accounts in popup (which is unchecked).

    The fact that it is unchecked seems like it should provide the window as before without the account information attached. However, following your instruction, I ticked the box, selected View > Hide Sidebar and resized the window. Everything worked as stated, except on restart. When I closed and opened the app again, the behavior seems to have reverted back.

  11. 11 Posted by sth on 14 Jun, 2024 02:01 AM

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    @TonyRI, You are right. I hadn't tried quitting and restarting. Will pass that along to Sean.

  12. 12 Posted by TonyRI on 14 Jun, 2024 09:09 AM

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    Thanks Scott! :)

  13. Support Staff 13 Posted by Sean Reilly on 14 Jun, 2024 09:33 PM

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    Hi Everyone,
    Thanks for your feedback! I am continuing to work on this. I did break the graph/report and account selection in the current preview version, and it's still not quite right in the current alpha versions, but I've have an update out soon that should correct everything.

    Here's what I was and am intending to do:

    • reports and graphs selected in the sidebar should open in the current window, as before. If they are double-clicked, they should open in a new window, but the "full" moneydance window, whereas previously they would appear in the minimal graph/report viewer window.

    • reports and graphs clicked in the Memorised Graphs & Reports view on the summary page should always open in a new "full" window. I might be open to making them appear in the minimal viewer window if holding the alt/option key.

    I think the full moneydance window is generally preferable to the more minimal window that just shows a report or graph. I can see why it might be better to hide the sidebar though. I don't agree that it makes it more difficult to exit the app as you can always use ⌘W/ctrl-W to close the window, or ⌘Q/ctrl-Q to quit moneydance.

    I can also see that the ability to have a saved window size and configuration (such as hidden sidebar) for graphs and reports would be nice, and I will try to incorporate that.


    Sean Reilly
    Developer, The Infinite Kind

  14. 14 Posted by BrianS on 14 Jun, 2024 11:26 PM

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    Respectfully, I agree with your logic but not your conclusions.

    "I think the full moneydance window is generally preferable to the more minimal window that just shows a report or graph. I can see why it might be better to hide the sidebar though. I don't agree that it makes it more difficult to exit the app as you can always use ⌘W/ctrl-W to close the window, or ⌘Q/ctrl-Q to quit moneydance."

    All I want to do is see the graph in a minimal window. I click it open, look at it, then CMD-W to close. Every other UI element in that pop-up is redundant and wasted space in that usage.

  15. 15 Posted by NT on 14 Jun, 2024 11:36 PM

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    I agree with BrianS. I have no use for another full window...I already have one and I don't need another sidebay or menu. The way it worked for pre-2023 versions was perfect. I don't know how other people use the software, so maybe the full window is useful for them. It isn't for me.

    I also don't want to have some super secret magic key + pick the right element combination to get a minimal window for a new graph. That's more difficult than it needs to be.

    Just put a check box in the general settings that either starts all new windows as either minimal or full. Then everybody just sets it up the way they want.

  16. 16 Posted by sth on 15 Jun, 2024 03:32 AM

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    Actually I am fine with the new system.
    1. When selecting from the sidebar, I get my selection in the main window if it is an account, a graph, or a report. This is consistent behavior and the main area of the window shows what I selected. I don't need to close a window but just go back to a different account, report or graph. This is the current behavior.

    1. When I select from the startup page, a pop up window is more appropriate since I am selecting from a window itself. This pop up should remember sizing and position. (and remember the presence of the sidebar). This is more or less the current behavior. Sometimes I want to modify the parameters of the report or graph temporarily and being able to modify and/or memorize (less important) those changes is nice.

    2. Double clicking should open a duplicate account, report or graph in a main window as it does now. If I want to look at two accounts, graphs, or reports side by side that works for me.

    In all three cases this behavior is very close to the current one.

  17. 17 Posted by TonyRI on 15 Jun, 2024 10:30 AM

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    Although I prefer the way things were, I'm certainly okay with whatever is decided as long as I understand what's going on. My original response was based on different behavior from what I was used to and consequently I had about 6 full windows open, overlaying each other. That's when I made the comment about it being more difficult to close the app.

    I do agree with BrianS and NT's comments that the additional full windows are redundant, as we already have a full open window when selecting the desired reports/graphs. If I wanted to open another full window, I'm already used to right-clicking the item and selecting "Open in new window" as standardized Windows behavior.

    That said, I also agree with Scott that the sizing and configuration of the popup should be remembered after closing and reopening the app and I'm happy that Sean had commented that he will try to incorporate that fix.


  18. 18 Posted by TonyRI on 21 Jun, 2024 10:12 PM

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    Moneydance 2024.2 build 5139 (Fri, 21 Jun 2024 22:15:00 +0000)
    * In the Memorized Graphs and Reports section of the summary screen, you can now right-click the links to choose whether the link (and future clicks) should open the graph or report in a mini window, a new main window, or in the current window.


    Perfect solution! Thanks Sean! :)

  19. 19 Posted by NT on 22 Jun, 2024 01:42 AM

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    This is great solution. The automatic snapping of the mini windows is a bit weird on Linux, but that may be my compiz settings. It doesn't really matter because it seems to remember the window location, so just set up where you want it the first time.

  20. 20 Posted by BrianS on 22 Jun, 2024 02:13 PM

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    Thank you - this is great!

  21. Maddy closed this discussion on 25 Jun, 2024 09:58 AM.

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