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Open to the Register Rather Than Portfolio View

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xxtemp

19 Nov, 2010 03:08 PM

When I want to work with an account, I almost always want the register view. Thus I'd avoid an extra click if clicking on an account on the sidebar would take me directly to the register view.

Rather than adding an option for a default view to open, I'd suggest that you simply return to the last view that was open for that account. That is, you store information on which view the user last accessed, and return to that view when the user selects that account.

HTH

1. 1 Posted by Angie Rauscher on 19 Nov, 2010 04:10 PM

   

   xxTemp,

   For all account types other than investment accounts the register view is what comes up when you select the account from the sidebar (or other menus). Are you referring to the view when selecting an account, or when you open your data file?

   Thanks for clarifying,

   Angie Rauscher
   Moneydance Support

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2. 2 Posted by Lena or Al on 19 Nov, 2010 04:19 PM

   

   I'm referring to the investment accounts -- the view that comes up when I
   select an investment account from the sidebar.

   On Fri, Nov 19, 2010 at 8:11 AM, Angie Rauscher <
   [email blocked]<tender%[email blocked]>
   > wrote:

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3. 3 Posted by gerd on 21 Nov, 2010 09:26 PM

   

   I would even go one step further and would like an open on the account settings which view I would like as my default.

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4. 4 Posted by Noname on 22 Nov, 2010 12:54 AM

   

   I'm with Gerd, I'd like the option on how to set the view as well.

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5. 5 Posted by Jon Hoover on 22 Nov, 2010 01:08 AM

   

   I've created a suggestion ticket and attached it to this discussion. Your comments count as votes. Thanks for the input!
   Jon Hoover, Moneydance Support

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6. 6 Posted by xxtemp on 22 Nov, 2010 03:15 PM

   

   Concerning having a setting for this, the disadvantage of that is:

   1. An additional checkbox would be needed on one of the options dialogs (plus documentation, etc.). By remembering which way you left the account, you don't need any additional dialog controls.

   2. Presumably, someone might want to open some accounts to the register, others to portfolio view.
      

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7. 7 Posted by Angie Rauscher on 23 Nov, 2010 11:54 AM

   

   xxTemp,

   Good points, thanks for adding them!

   Angie Rauscher
   Moneydance Support

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8. 8 Posted by stevemul on 17 Jan, 2011 02:46 AM

   

   Please add my vote to open investment accounts in the Register view.

   Thanks.

   Best regards,

   Steve.
   

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9. 9 Posted by Mike on 17 Jan, 2011 03:37 PM

   

   Either allowing us to set which view to default to for investment accounts, OR remembering the last view, would be improvements in my opinion. I agree with most of the posters here that opening in Register view is what I want to do most of the time.

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10. System closed this discussion on 31 Mar, 2015 03:31 PM.