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add menu functionality for most used accounts

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Jack

06 May, 2009 01:27 AM

I would find it useful if moneydance menu system would allow me to jump to:

1/ 5 favourite accounts I use (ie select the most) 2/ most recent 5 accounts

[see image attached]

• MD_most_recent_list.jpg 26.9 KB

1. 1 Posted by Ben Spencer on 06 May, 2009 08:17 PM

   

   Hi Jack

   I really appreciate the trouble you have gone to in making this feature suggestion. Your example image is extremely clear. This type of customer/user input is very helpful. By posting here your suggestion will be considered when the next iteration of Moneydance development happens.

   Sincerely

   Ben Spencer

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2. Ben Spencer closed this discussion on 06 May, 2009 08:17 PM.

3. Vger re-opened this discussion on 13 May, 2009 01:44 AM

4. 2 Posted by Vger on 13 May, 2009 01:44 AM

   

   I second this suggestion, but would also add another "redundant" interface for it. Quicken allows you to have instant access buttons for your favorite accounts right under their toolbar. So very quickly, with one gesture, you can "reach up" and open such an account. In their implementation this is fully customizable, which is powerful, but costly and complex both to implement and to use. Perhaps a simpler dynamic sort, like Jack suggests, could also work to populate an "account bar" with perhaps 5 of the most recent or most frequently opened accounts.

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5. Raimund Buchholz closed this discussion on 26 Jan, 2010 11:37 AM.

6. Jack re-opened this discussion on 07 Feb, 2010 10:03 AM

7. 3 Posted by Jack on 07 Feb, 2010 10:03 AM

   

   Just wondering why this simple request wasn't added to MD2010.

   How could I added this without python knowledge.

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8. 4 Posted by Angie Rauscher on 16 Feb, 2010 06:23 PM

   

   I think that the idea was that the sidebar would make navigating between accounts simpler, and so this suggestion would become moot. Do you think this would be important to have in addition to the sidebar?

   Thank you for your input,

   Angie Rauscher
   Moneydance Support

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9. 5 Posted by Jack on 18 Feb, 2010 11:06 AM

   

   Hi Angie

   Thanks for the reply.

   I would think this feature very handy and increase productivity immensely.
   I don't find the side bar helpful as it just takes up screen realestate.
   Also, the side bar only lists assets /liabilities.

   Jack

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10. 6 Posted by Jack on 18 Feb, 2010 11:09 AM

    

    Angie

    Also see my post titled: "add dropdown menu functionality"
    which Ben replied to May 07 2009.

    Think this feature would also greatly improve productivity also.

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11. 7 Posted by FatRaiderFan on 18 Feb, 2010 12:04 PM

    

    The Sidebar does offer quick movement to accounts. Of course it lists more than Assets and Liabilities. Use the big + and - buttons at the bottom to add or hide accounts, reports, reminders, etc.
    I would like to be able to change the Order in which they appear. Currently it is only Alphabetically. I want to have my biggest and most used brokerage account at the top of the Investment Section, my most used Bank at the top of the Bank Section, my Primary Credit Card at the top of the Credit Card Section. The biggest deal would be the Memorized Reports. I use these way more often than the default reports, yet they are hopelessly listed at the bottom.

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12. 8 Posted by Jon Hoover on 22 Feb, 2010 09:59 PM

    

    Hi,
    That sounds like that would be a nice new feature, I've created a ticket for it that you and other users could vote for: http://www.moneydance.com/trac/ticket/2660
    Jon Hoover, Moneydance Support

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13. 9 Posted by jklan on 22 Feb, 2010 11:39 PM

    

    Until this can all be worked out, I have found that if i index the name of the most important account with a number or letters it will move them to the appropriate positions of importance. ie. 1 Visa 2 MasterCard 3 ABC Card
    After you rename your accounts in this fashion it is necessary to close the program and reopen it to get the order to change.
    For categories a 2 letter leader ie. II Investment Income, IE Investment Expense, works for the master category accounts. Sometimes the addition of a quick ":" will attach the child account, otherwise a scroll down is necessary.

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14. Angie Rauscher closed this discussion on 24 Jul, 2011 07:26 PM.