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 3 out of 5. View the first page

  1. 61 Posted by RJron on 26 Jan, 2023 02:53 PM

    RJron's Avatar


    on the expand/collapse option - this is also missing in the settings/config options for Custom Balances.

    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.

    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 ).

    Hope I'm making sense..

  2. 62 Posted by Stuart Beesley ... on 26 Jan, 2023 04:38 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    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.

  3. 63 Posted by Stuart Beesley ... on 26 Jan, 2023 04:40 PM

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    AA - collapsible groups. Sorry, not going to happen… (in the near future)…

  4. 64 Posted by Stuart Beesley ... on 26 Jan, 2023 04:41 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    BB - you can already set a custom auto-hide amount?

  5. 65 Posted by Stuart Beesley ... on 26 Jan, 2023 04:43 PM

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    Please expand on “on the expand/collapse option - this is also missing in the settings/config options for Custom Balances”? What is missing?

  6. 66 Posted by Stuart Beesley ... on 26 Jan, 2023 04:44 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I’ll ponder the ‘never ending list of accounts’.. can’t you just click to show selected?

  7. 67 Posted by RJron on 26 Jan, 2023 05:28 PM

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    Oops.. yeah.. the 'show selected' is more than sufficient.

  8. 68 Posted by RJron on 26 Jan, 2023 05:37 PM

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    Compare the CUSTOM BALANCES account/category list against the same list in
    your MEGA SEARCH.

    The Mega Search permits manually collapsing/expanding each group header.
    Additionally, you also added the EXPAND/COLLAPSE ALL option. This one is
    the better of the two. Would help to be uniform in all areas.

    PS. The BIGGEST kicker is the left pane on the dashboard not having this
    expand/collapse/search feature. Frustration.. but that is not the scope of
    this topic.

  9. 69 Posted by Stuart Beesley ... on 26 Jan, 2023 05:41 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    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.

  10. 70 Posted by RJron on 26 Jan, 2023 05:42 PM

    RJron's Avatar

    Forget it
    I meant to say - a auto-hide amount configurable for each account/category
    in its setup/edit page. But I guess I know where this is leading to..

  11. 71 Posted by RJron on 26 Jan, 2023 05:45 PM

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    ok. thanks for the clarification. I can better understand the difficulty
    I am/was just commenting on what is better. Perhaps food for thought for a
    later stage or upgrade.

  12. 72 Posted by Stuart Beesley ... on 26 Jan, 2023 06:26 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    I appreciate all feedback. Thanks.

  13. 73 Posted by Stuart Beesley ... on 27 Jan, 2023 10:38 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    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...

  14. 74 Posted by RJron on 27 Jan, 2023 10:53 AM

    RJron's Avatar

    better ! working - thanks.

  15. 75 Posted by RJron on 21 Mar, 2023 06:55 AM

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    Hello Stu.

    Refer various extensions - especially CUSTOM BALANCES.
    Please can you incorporate an option to backup and restore the settings ?

    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.

  16. 76 Posted by RJron on 21 Mar, 2023 07:48 AM

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    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 )

  17. 77 Posted by Stuart Beesley ... on 21 Mar, 2023 08:06 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Custom balances settings will be backed up,as part of moneydance file/export backup and file/restore backup.

    If you need a manual backup then there is a settings file that can be manually copied.

  18. 78 Posted by RJron on 24 Apr, 2023 02:34 PM

    RJron's Avatar

    Hello Stu. Just found something gone wonky with the ROW FORMATTING SEPERATOR in Custom Balances. Cannot really figure out what is wrong.. but...

    I had a custom-balance with a seperator.
    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 ).

    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.

  19. 79 Posted by Stuart Beesley ... on 24 Apr, 2023 06:26 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Can you send me a SS?
    Can you send me help/console?
    Can you send me SS of the config gui screen for the rows above, below, and the lines in question?

  20. 80 Posted by RJron on 25 Apr, 2023 04:24 AM

    RJron's Avatar

    apologies Stu.
    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.

  21. 81 Posted by dtd on 25 Apr, 2023 04:27 AM

    dtd's Avatar

    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.

  22. 82 Posted by dtd on 25 Apr, 2023 04:29 AM

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    Are you using 1021 or 1022 (not yet blessed...)

  23. 83 Posted by RJron on 25 Apr, 2023 04:33 AM

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    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..

    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 ) ...

  24. 84 Posted by RJron on 25 Apr, 2023 04:35 AM

    RJron's Avatar

    duh... 1020... :(
    you got me now..
    keen to know whats different with 1021 and 1022.. and how I can get notified on updates...

  25. 85 Posted by dtd on 25 Apr, 2023 04:37 AM

    dtd's Avatar

    Well 1021 you should just be able to update - 1022 you get from Stuart's page - until it's finally accepted.

    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)

  26. 86 Posted by dtd on 25 Apr, 2023 04:42 AM

    dtd's Avatar

    If you get 1022 - definitely read the modified help page.
    Here's an example of some of the "formatting changes"...

  27. 87 Posted by RJron on 25 Apr, 2023 04:50 AM

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    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.. :(

    1022. problem is - now where on the site does it say the version. Or does it ?

    Cant find on https://yogi1967.github.io/MoneydancePythonScripts/
    Cant find on https://github.com/yogi1967/MoneydancePythonScripts

    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.

  28. 88 Posted by RJron on 25 Apr, 2023 04:53 AM

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    hey dtd. just seen your last note. Very tempting...

  29. 89 Posted by dtd on 25 Apr, 2023 05:00 AM

    dtd's Avatar

    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.

  30. 90 Posted by dtd on 25 Apr, 2023 05:07 AM

    dtd's Avatar

    I have 82 lines for Custom Balances... do I win or lose? ;)

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