Improvement of Portfolio view, security price update and the extension "Detailed budget"
I have opinions on improvement of the extension "Detailed budget". It's very useful report but It would be much greater if this "Detailed budget" is;
-included into standard reports
-could be memorized as shortcut
-allow users to drill down the income/ expenses detail from the report itself
-allow users to select new month they want to see the report, so they don't have to go back to report and graph center and choose it again [Actually, I think this "month selection function" after generating the report would maximize the convenience and flexibility to Moneydance a lot.
In Portfolio view, I think it would be much better to show the "Averaged cost" and "Unrealised Gain/ Loss" amount on each securities. Adding these two info would make "Portfolio" a great snapshot of investment status.
For "Security detail", I currently update the securities price history manually. I have to input the price twice, the first place on the price table, another one on "Current price" field in order to make my portfolio show the latest status. I think it would be much more convenient if the "Current price" field is automatically updated together when the new price is updated in price history table.
-included into standard reports
-could be memorized as shortcut
-allow users to drill down the income/ expenses detail from the report itself
-allow users to select new month they want to see the report, so they don't have to go back to report and graph center and choose it again [Actually, I think this "month selection function" after generating the report would maximize the convenience and flexibility to Moneydance a lot.
In Portfolio view, I think it would be much better to show the "Averaged cost" and "Unrealised Gain/ Loss" amount on each securities. Adding these two info would make "Portfolio" a great snapshot of investment status.
For "Security detail", I currently update the securities price history manually. I have to input the price twice, the first place on the price table, another one on "Current price" field in order to make my portfolio show the latest status. I think it would be much more convenient if the "Current price" field is automatically updated together when the new price is updated in price history table.
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