tag:infinitekind.tenderapp.com,2009-01-14:/discussions/suggestions/14614-extension-custom-balances-suggestionsInfinite Kind: Discussion 2023-12-29T23:10:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-26T14:53:25Z2023-01-26T14:53:25ZExtension: Custom Balances - suggestions<div><p>@StuartBeesley</p>
<p>on the expand/collapse option - this is also missing in the settings/config options for Custom Balances.</p>
<p>The bottom window shows a never ending list of accounts - and it is almost impossible to figure out if you have clicked more than one account/category - and if they are the right ones.</p>
<p>I feel selected accounts/categories/whatever should be 'moved' to another window. So - if I have selected say 3 out of 100 account/categories for one custom balance - I know for sure only these 3 are selected because I can see them seperately ( and I dont have to scroll endlessly up and down to figure this out ).</p>
<p>Hope I'm making sense..</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-26T16:38:19Z2023-01-26T16:38:19ZExtension: Custom Balances - suggestions<div><p>Changes take 10 seconds to appear. Correct. This is deliberate to allow for changes to settle down / stop before running ‘expensive’ calculations. For example if you are doing a bank download then you don’t want this running for each change to a single txn.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-26T16:40:24Z2023-01-26T16:40:24ZExtension: Custom Balances - suggestions<div><p>AA - collapsible groups. Sorry, not going to happen… (in the near future)…</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-26T16:41:21Z2023-01-26T16:41:21ZExtension: Custom Balances - suggestions<div><p>BB - you can already set a custom auto-hide amount?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-26T16:43:45Z2023-01-26T16:43:45ZExtension: Custom Balances - suggestions<div><p>Please expand on “on the expand/collapse option - this is also missing in the settings/config options for Custom Balances”? What is missing?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-26T16:44:26Z2023-01-26T16:44:26ZExtension: Custom Balances - suggestions<div><p>I’ll ponder the ‘never ending list of accounts’.. can’t you just click to show selected?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-26T17:28:38Z2023-01-26T17:28:38ZExtension: Custom Balances - suggestions<div><p>Oops.. yeah.. the 'show selected' is more than sufficient.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-26T17:37:41Z2023-01-26T17:37:41ZExtension: Custom Balances - suggestions<div><p>Compare the CUSTOM BALANCES account/category list against the same list in<br>
your MEGA SEARCH.</p>
<p>The Mega Search permits manually collapsing/expanding each group header.<br>
Additionally, you also added the EXPAND/COLLAPSE ALL option. This one is<br>
the better of the two. Would help to be uniform in all areas.</p>
<p>PS. The BIGGEST kicker is the left pane on the dashboard not having this<br>
expand/collapse/search feature. Frustration.. but that is not the scope of<br>
this topic.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-26T17:41:43Z2023-01-26T17:41:43ZExtension: Custom Balances - suggestions<div><p>Mega search simply reuses the internal MD tools/accounts window and adds a few things (Hackery). The code base is completely different and custom-balances would need a major rewrite to achieve this. Sorry, this is a long term thing. Nothing can be done quickly.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-26T17:42:58Z2023-01-26T17:42:58ZExtension: Custom Balances - suggestions<div><p>Forget it<br>
I meant to say - a auto-hide amount configurable for each account/category<br>
in its setup/edit page. But I guess I know where this is leading to..</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-26T17:45:51Z2023-01-26T17:45:51ZExtension: Custom Balances - suggestions<div><p>ok. thanks for the clarification. I can better understand the difficulty<br>
now.<br>
I am/was just commenting on what is better. Perhaps food for thought for a<br>
later stage or upgrade.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-26T18:26:20Z2023-01-26T18:26:20ZExtension: Custom Balances - suggestions<div><p>I appreciate all feedback. Thanks.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-27T10:38:56Z2023-01-27T10:38:56ZExtension: Custom Balances - suggestions<div><p>Updated PREVIEW(1020) on my site.. I have reduced the 10 second delay after account balance changed listeners to 3 seconds.. Also reduced initial blinking delay...</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-01-27T10:53:30Z2023-01-27T10:53:30ZExtension: Custom Balances - suggestions<div><p>better ! working - thanks.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-03-21T06:55:39Z2023-03-21T06:55:39ZExtension: Custom Balances - suggestions<div><p>Hello Stu.</p>
<p>Refer various extensions - especially CUSTOM BALANCES.<br>
Please can you incorporate an option to backup and restore the settings ?</p>
<p>I have a neat number of custom balances and busy creating even more. However, I've just moved to a new computer and find that I have to rebuild this all over again. Would be great if there would be a way to backup the settings and import/restore it again.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-03-21T07:48:41Z2023-03-21T07:48:41ZExtension: Custom Balances - suggestions<div><p>Hi Stu - please ignore my previous note. I find that CUSTOM BALANCES has now appeared on my dashboard - but for some reason - it took some time to appear. Installed build 1020 - but I guess this is the signed version from moneydance. The same ver-1020 on your site may be more updated but unsigned )</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-03-21T08:06:09Z2023-03-21T08:06:09ZExtension: Custom Balances - suggestions<div><p>Custom balances settings will be backed up,as part of moneydance file/export backup and file/restore backup.</p>
<p>If you need a manual backup then there is a settings file that can be manually copied.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-04-24T14:34:41Z2023-04-24T14:34:41ZExtension: Custom Balances - suggestions<div><p>Hello Stu. Just found something gone wonky with the ROW FORMATTING SEPERATOR in Custom Balances. Cannot really figure out what is wrong.. but...</p>
<p>I had a custom-balance with a seperator.<br>
I duplicated the custom-balance ( the new one only needed a FY date change ) but it somehow carried the seperator - and now I cannot remove it ( even after moving/deleting that new duplicate ).</p>
<p>Perhaps you can have a look at it. But right now - I have a seperate line between two custom-balances - and both have NONE selected as the seperator.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-04-24T18:26:26Z2023-04-24T18:26:26ZExtension: Custom Balances - suggestions<div><p>Can you send me a SS?<br>
Can you send me help/console?<br>
Can you send me SS of the config gui screen for the rows above, below, and the lines in question?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-04-25T04:24:45Z2023-04-25T04:24:45ZExtension: Custom Balances - suggestions<div><p>apologies Stu.<br>
Not sure if I'm seeing things or I was just plain tired yesterday evening.. but starting Moneydance today - and it all shows up correctly.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-04-25T04:27:59Z2023-04-25T04:27:59ZExtension: Custom Balances - suggestions<div><p>just a user - I've also tested this extension extensively... ;) and there are occasionally leftover anomalies that resolve themselves on a restart. And sometimes it isn't even Custom Balances fault - I get very tired of how the Summary page jumps this way, that way, to and fro, especially during downloads - but also other places - and sometimes doesn't even resolve - you have to leave the summary page and return to it.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-04-25T04:29:25Z2023-04-25T04:29:25ZExtension: Custom Balances - suggestions<div><p>Are you using 1021 or 1022 (not yet blessed...)</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-04-25T04:33:37Z2023-04-25T04:33:37ZExtension: Custom Balances - suggestions<div><p>yes dtd. agree on the page moving around. Most annoying is the reports - when you have to pick accounts - and the account selection page pans across your screen and beyond. Often have to pull my eyes back together ! So many updates due..</p>
<p>Stu.. one other suggestion if I may for custom balances. In your next update to this ( whenever it may be ), would help if the blinking-values could be given a yellow background colour - so it catches the eye. That option works great - but it is still not an eye-catcher ( as yet ) ...</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-04-25T04:35:18Z2023-04-25T04:35:18ZExtension: Custom Balances - suggestions<div><p>duh... 1020... :(<br>
you got me now..<br>
keen to know whats different with 1021 and 1022.. and how I can get notified on updates...</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-04-25T04:37:52Z2023-04-25T04:37:52ZExtension: Custom Balances - suggestions<div><p>Well 1021 you should just be able to update - 1022 you get from Stuart's page - until it's finally accepted.</p>
<p>Go get 1022 - you can change colors, fonts, justification, make things deliberately blank (for tables and such) - and if you know html - <#html> is amazing (but you do need to know html)</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-04-25T04:42:45Z2023-04-25T04:42:45ZExtension: Custom Balances - suggestions<div><p>If you get 1022 - definitely read the modified help page.<br>
Here's an example of some of the "formatting changes"...</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-04-25T04:50:45Z2023-04-25T04:50:45ZExtension: Custom Balances - suggestions<div><p>1021 - yes I see the update available. Not sure why it does not alert me when I start moneydance. I see there is a Future Reminders update as well. Frustration building in now.. :(</p>
<ol>
<li>problem is - now where on the site does it say the version. Or does it ?<br></li>
</ol>
<p>Cant find on <a href="https://yogi1967.github.io/MoneydancePythonScripts/">https://yogi1967.github.io/MoneydancePythonScripts/</a><br>
Cant find on <a href="https://github.com/yogi1967/MoneydancePythonScripts">https://github.com/yogi1967/MoneydancePythonScripts</a></p>
<p>That red bar on moneydance just annoys me - so wont mind waiting a little longer ( and get notified). I've got quite a list of custom balances - so need all the space I can get. Would be nice if Custom-Balances can use that space but have 2 column - to sort of double its capacity on the dashboard.</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-04-25T04:53:32Z2023-04-25T04:53:32ZExtension: Custom Balances - suggestions<div><p>hey dtd. just seen your last note. Very tempting...</p></div>RJrontag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-04-25T05:00:29Z2023-04-25T05:01:01ZExtension: Custom Balances - suggestions<div><p>The first link has custom balances and v1022 as the link - and yes - you have to live with the red line - it has already been submitted for "approval" or "blessing", but it doesn't happen quickly.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/544761122023-04-25T05:07:20Z2023-04-25T05:10:18ZExtension: Custom Balances - suggestions<div><p>I have 82 lines for Custom Balances... do I win or lose? ;)</p></div>dtd