Add a Reminder/s Floating Window

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avp2

18 Nov, 2021 04:04 PM

I think a floating window of reminders, that can be viewed when the online payment window is open, would really be nice. I can not say how many times I have gone back and forth between the home reminders and "online payments" to schedule a payment or clear its reminder. This would not include the reminder calendar view, just a list as in the home page list.

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  1. 31 Posted by avp2 on 18 Dec, 2021 07:33 PM

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    Yes. It’s a winner.

    I am using the extension to show retirement accounts, with various subtotals, and it is working great.

    Al Pawlowski
    Los Osos, CA USA

  2. 32 Posted by Stuart Beesley ... on 18 Dec, 2021 07:51 PM

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    Pls do grab this latest version I uploaded today. More tweaks. Highly performant.

  3. 33 Posted by Stuart Beesley ... on 19 Dec, 2021 12:48 PM

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    Ps. You may or may not have seen, that for income/expense categories, you can now set date ranges too!!

  4. 34 Posted by Stuart Beesley ... on 19 Dec, 2021 09:33 PM

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    Custom Balances: The official Signed updated version now available from the Manage Extensions menu

  5. 35 Posted by avp2 on 07 Mar, 2022 08:50 PM

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    Hey Stuart. I recently realized that a few other types of transaction/balances, similar to what is available in the RATIOS extension (if you have seen it), would be nice to have for selection in Custom Balances, e.g. ending, starting, average and difference between ending and beginning, balance. Ending, for instance, lets you estimate a RMD for an IRA account.

  6. 36 Posted by Stuart Beesley ... on 07 Mar, 2022 08:57 PM

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    😓

  7. 37 Posted by dtd on 07 Mar, 2022 09:41 PM

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    avp2 - are you speaking about categories, or accounts?

  8. 38 Posted by avp2 on 07 Mar, 2022 10:20 PM

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    After reading, I see I was a bit unclear. The current floating window only works on some types of account and category balances. I was asking for additional transaction filters for both accounts and category balances and forgot to ask for in-to and out-of also.

  9. 39 Posted by dtd on 07 Mar, 2022 11:17 PM

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    just a user -

    Stuart (at my behest) set up filters for categories (as with my 35 years of data, not doing so renders category custom balances useless). For accounts, the term is balances - so those are always current date.

    In both cases, there are internal code bits to allow for both of these. For categories - there are internal designations for time periods. For accounts, well, current balance (or future balance, or cleared balance) are also built in.

    To add other items and other time periods for categories would be a programming task, as well as going beyond the built in balances for accounts.

    I THINK (Stuart tries to please) that if you want any of what you are asking for, you'd probably want to be extremely specific on what you would like to use, AND how you would use it (as you mentioned, RMDs and those specifics would help.) AND how other people could use it as well (i.e. not just for you).

  10. 40 Posted by avp2 on 08 Mar, 2022 12:47 AM

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    Thanks for the info. I thought the filters that are in the Ratios extension meant they were standard items already being kept by MD so listed those. The ones that I am actually using in Ratios and could better be put Custom Balances are average, ending and transactions in-to an account/category. I use the in-to filter for showing IRA contributions year to date.I use the average filter for showing income and expense year to date. As stated earlier, I use the ending balace filter for showing required minimum distributions for current year. Seems to me these would be useful for many others, but I have no idea on what the programing effort to get them might be.

  11. 41 Posted by dtd on 08 Mar, 2022 12:55 AM

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    Having not seen the Ratios extension, I can't speak to whether they are builtin to MD or not. Just trying to discuss a process...

  12. 42 Posted by dtd on 08 Mar, 2022 01:02 AM

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    Just re-reading your last message, it seems these items are already in Custom Balances, just not with same terminology.

    IRA contributions year to date - I literally have that already, just with the category "IRA Contribution" with the filter "This Year"

    Doesn't sound like IRA - but I also have a balance: Schedule C Income vs expense, with income being Sched C income, and most of my Sched C expenses included

    As for ending balance filter, I'm not 70 yet, but I do have "Social Security received" which might match your RMD bit (unless it's a required amount minus what is already done - that might be an interesting bit - a fixed amount offset by the amount)

    If anything, I'm trying to discuss what is there vs. what you'd like to see and trying to distinguish the differences in the Ratios terminology vs custom balances.

  13. 43 Posted by Stuart Beesley ... on 28 Mar, 2022 12:03 PM

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    @avp2 - I have just updated Custom Balances. PREVIEW version on my site: https://yogi1967.github.io/MoneydancePythonScripts/

    You can now select a security as the Display Currency.... Thus you can show consolidated share units (rather than just values) too... If you try, let me know how it goes?

    As for 'Ratios' I think you mean things like average per month rather than just a total etc... One for the future wish-list I think...

    The other thing that's missing is a balance 'as-of' date - again for the future perhaps...

  14. 44 Posted by avp2 on 28 Mar, 2022 01:37 PM

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    In case there is any confusion, when I said ratios extension, I meant the Ratio Calculator extension.

  15. 45 Posted by RJron on 04 Apr, 2022 01:25 PM

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    Just installed LIST FUTURE REMINDERS. Very interesting Stu. Always wanted something of the sort - although I am keen to see more functionality and thus would like to suggest the following:

    01/
    Double-clicking takes you to EDIT the particular reminder. But pressing the ESC key does not get you out. You have to click the cancel button. Please enable the ESC key.

    02/
    I had the option to double-click and to enter the transaction ( not edit the reminder ).

    03/
    We had an option to search the list. I have an extensive list that - with no search functionality - that is now driving me all cross eyed. Would be great to have my account entry screen visible - while being able to search through the reminders and to pick the one I want to enter. The ability to search and change the account to apply would be absolutely brilliant ( a feature that was requested many times over ) but perhaps that is more moneydance driven.

    04/
    This is taking it further - but perhaps add right-click menu options ? Example, right click on a reminder and select (right-click-menu-item) REPORT - to get a report of all related transaction and for user-defined number of days.

  16. 46 Posted by Stuart Beesley ... on 04 Apr, 2022 05:13 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    @roneydxb.. Thanks for your LIST FUTURE REMINDERS suggestions.. Comments/questions below:

    1/ Sorry. This is calling the standard MD edit reminders window.. I have no control over this. I have asked Sean many times to allow escape to close windows.... Up against a brick wall on that one (unless we get loads of people requesting too).

    2/ Sorry, I do not understand what you are asking for?

    3/ Search the list = YES (I agree)... But sorry, I have no idea what the rest of your sentence means? 'Would be great to have my account entry screen visible - while being able to search through the reminders and to pick the one I want to enter. The ability to search and change the account to apply would be absolutely brilliant ( a feature that was requested many times over ) but perhaps that is more moneydance driven.'...? Pls explain?

    4/ Sorry, for now too complex to consider, so that's a no....

  17. 47 Posted by RJron on 04 Apr, 2022 05:36 PM

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    Hello Stu,

    Ref #2.
    Apologies, my edits didnt work as expected.
    I would prefer if - by double-clicking on a reminder, it would take you to the appropriate reminder-entry-transaction screen.

    In moneydance, reminders are listed in the dashboard ( when enabled). When I click on them, it permits posting that particular transaction. But in your app, a double-click edits the reminder. Instead, it would be preferable to have a reminder-posting-screen.

    Ref # 3
    apologies again.
    Please add a search option in your software.

    In moneydance, when posting a reminder-transaction, there is no visibility of the account. Your software provides this feature. The ability to search/find and post a transaction will be sweet.

    Ref #4
    yeah - I guessed as much.. I'm pushing it too far - too soon. not to worry ;)

  18. 48 Posted by Stuart Beesley ... on 04 Apr, 2022 11:46 PM

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    @roneydxb.. OK, first step... Can you try out the new QuickSearch... Download latest from here:

    https://github.com/yogi1967/MoneydancePythonScripts/raw/master/list...

    Let me know if that works OK?

  19. 49 Posted by Stuart Beesley ... on 05 Apr, 2022 09:47 AM

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    @roneydxb.. Ref: 'The ability to search and change the account to apply would be absolutely brilliant'.

    Are you saying that you want the Account name displayed as well (i.e. a new column); or are you saying that it's fine as it is?

  20. 50 Posted by RJron on 05 Apr, 2022 02:35 PM

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    Hello Stu
    Installed from that link. The warnings are good - the red bar on Monedance is good to have. I have tried on live data and then uninstalled. My findings:

    * Search is good/awesome!
    * I felt a lag ( but not sure if that was my system
    * I use the ESC key a lot - and that closes the window. Is that normal ? Perhaps an option to manual press the X ( close) button ( instead of the ESC key ? )
    * Did not notice the search bar initially. I feel placement on top would be more ideal.

    Great work.

  21. 51 Posted by RJron on 05 Apr, 2022 02:53 PM

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    @StuartBeesly:
    Ref. ability to search and change account. Sorry - I think I spoke too much as that is (perhaps) more moneydance related ( a change I've asked for earlier ). Perhaps if I explain steps in detail - it would be more clear.

    In the moneydance dashboard ( with reminders enabled ):
    - Click on a reminder - and transaction-POSTING-screen appears. That window title shows as 'reminder notification' ( sounds incorrect perhaps )
    - Just below the window title is the account selection - the displayed a/c is captured at the time of creating the reminder.
    - Clicking on that account selection permits you to change the account. But when you have a multitude of accounts that contain several bank accounts / financiers / credit cards / debit cards / deposits / other asset accounts / loan accounts both personal and others, over 12 years of building all sort of accounts in moneydance ( the darn thing even lists some categories ) ( and all setup as branches for clarity on the dashboard and also on the left-side-pane ), then finding the right account will pop your eyes straight out. Instead, the ability to have a similar search filed ( as you have implemented ) would have been best practice
    - I've submitted these and more suggestions - but nothing yet :(

    PS. You can imagine how long my left-side-window looks - and no search options there - and no grouping ability either.

    These are all perhaps moneydance related items that need developments - but I just threw those notes in there.

  22. 52 Posted by Stuart Beesley ... on 05 Apr, 2022 05:15 PM

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    @roneydxb - OK, I have made some significant changes to list_future_reminders... (for you).... It now shows the account name, filter works great, double-click (or enter) pops up the record next occurrence window, right-click allows you to edit, listeners monitor for changes and update the list...

    Please do download, install, and have a play (ignore unsigned warnings). Let me know how it goes?

    https://github.com/yogi1967/MoneydancePythonScripts/raw/master/list...

  23. 53 Posted by RJron on 05 Apr, 2022 06:20 PM

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    @StuartBeesly - many thanks!
    How long does it take for it to be approved/verified to avoid that warning ? I sure will install this tomorrow and play around with it and provide you with an update here.

    PS. The last bit in your message - "listeners monitor for changes and update the list" - I assume you mean the original reminder accounts gets updated ? If so, I hope this involves a user confirmation

  24. 54 Posted by Stuart Beesley ... on 05 Apr, 2022 06:30 PM

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    I don’t bother submitting for signing until I have a number of changes as it takes a while… so just use the link I gave you.

    The listener simply means. If YOU change a reminder in MD and the extension is running, that the displayed list gets properly updated. It was ignorant before.

  25. 55 Posted by RJron on 05 Apr, 2022 06:34 PM

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    @StuartBeesley:
    superb ! Will let you know tomorrow/asap.

  26. 56 Posted by RJron on 06 Apr, 2022 05:37 AM

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    edited..

    @StuartBeesley:
    Installed, tested - and working perfectly fine. I even changed the account on a reminder (in moneydance) and the change almost immediately got updated to your app.

    It works so well that I would highly recommend others to use. Please try and get this approved asap. Infact, consdering delays from Moneydance, I would like to suggest that this app be somehow incorporated into Moneydance such that:

    * This app ( including the search/filter abilities etc ) replace the current moneydance reminder screen on the dashboard - but also have ability to view as a floating window visible in the accounts/ pages.
    * The search/filter is so sweet - I'd really wish that was available in all other areas of the dashboard ( bank accounts / credit cards / assets / liabilities ) - and also on the left most window/pane that is always visible.

    SUGGESTED CHANGES:
    * You need to do something about the ESC key. Too often, I had to reload because I pressed the ESC key. In this instance, to close the screen, manually clicking the 'x' close button is preferred.Oddly, once I click into the search/filter filed - then ESC will not jump out of search and will not close the app either.
    * The account column is good to have - but it would be even better if we had the option to switch it on/off as needed. The reason I say this is because of screen space being occupied. Moneydance itself has a problem with screen space management - and this app will require even more space. Nevertheless, this app is a absolute delight to have.
    * Ability to switch any columns on/off as needed.

    MORE COMPLICATED CHANGES TO (perhaps) CONSIDER:
    * Opening the app should ideally resize moneydance so that the app attaches itself (initially ) to the left or right hand side of moneydance - so they are both visible ( unless manually moved by the user )
    * Resizing the window should try and keep the date and amount column visible ( take note of large numbers especially ).

  27. 57 Posted by Stuart Beesley ... on 06 Apr, 2022 06:25 AM

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    Ref ‘You need to do something about the ESC key. Too often, I had to reload because I pressed the ESC key.’. Please clarify. Earlier on you didn’t want escape in somewhere, and now I think you are saying you do?

    Ref ‘ Oddly, once I click into the search/filter filed - then ESC will not jump out of search and will not close the app either. ’. Please try to reproduce. If it ever happens again, can you go and grab console and send me that. It probably means something’s crashed.

    Ref ‘ The account column is good to have - but it would be even better if we had the option to switch it on/off as needed’. Just manually shrink the column. The extension remembers the column sizes. Please confirm this works for you?

    Ref ‘ Opening the app should ideally resize moneydance so that the app attaches itself (initially ) to the left or right hand side of moneydance - so they are both visible ( unless manually moved by the user )’. Sorry, can’t do / won’t do.. Too complicated (perhaps if this was my job 😉).

    Ref ‘ Resizing the window should try and keep the date and amount column visible ( take note of large numbers especially ).’. At the moment you have total control of column widths and these are saved/reloaded. Auto resizing is off to allow this. So for now, this is also a no… sorry.

    Please confirm each point above? Thanks.

  28. 58 Posted by Stuart Beesley ... on 06 Apr, 2022 06:27 AM

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    PS. Try my categories-super-window extension from here:

    https://github.com/yogi1967/MoneydancePythonScripts/raw/master/cate...

    Enables search. Let me know what you think?

  29. 59 Posted by RJron on 06 Apr, 2022 06:54 AM

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    @StuartBeesley:
    Responses in the same order as listed:

    01:
    Ref. ESC key.
    In moneydance, clicking a reminder takes you to the posting screen - where the ESC key does not work. This is not good. ESC key should get you out of this posting screen. But this is a moneydance issue as you responded in that earlier post.

    In your app, (when focus/cursor is not in the search/filter field ) the ESC key closes the entire app. How does that feel ? If in moneydance, I press ESC and it shuts moneydance down without giving me a chance to say no - thats how it feels. It shouldnt do this. ESCaping from an entry screen is good to have - but ESC closing the entire app is a bit ... duh ( or so I feel )

    02:
    Oddly, once I click etc.
    Actually, I think this works fine. Nothing crashing. Filter works fine. Pressing ESC clears anything typed into the field - but focus remains in that field. Now that I think about it, it actually makes sense. I was hoping that a second press of the ESC key would throw focus out of the search/filter and back to the list - so i could continue using the keyboard arrow keys to go up/down the list. Nothing much to worry about here.. just trying to get better UI.

    03:
    Ref the account colum is good to have....
    Yes - I now notice that the extension remembers the column sizes. Good - thanks. Resizing from the right blinds the amount column.. but that is fine. Based on extension remembering column size - this should work fine.

    04:
    Ref. opening app should ideally resize moneydance...
    hehe.. agree. if only all wishes come true.. :-)

    05:
    Same as above. Not to worry.

    One more:
    Ability to add/remove columns. This is again .. wishful thinking - but having moneydance, this app and perhaps an excel sheet on one screen - is becoming midly 'worrysome' :-)

  30. 60 Posted by RJron on 06 Apr, 2022 06:56 AM

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    Will work on the categories-super-window in a while and post back. Should be pile them up all over here ? I think good to have a seperate thread of your categories-super-window ? Just a thought...

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