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Moneydance 2009 "Wish List"
My Moneydance 2009 "Wish List", in order of preference. I think the first six would go a long way towards satisfying user complaints on reporting and seven would be pretty handy when setting up on-line accounts. What do the rest of you think?
1) Allow input/defining of user named Home Page account groups which can be placed the same as other Home Page items and be "parent" accounts for any other type account, including other "user" groups. These would be display-only to show user desired subtotals of other accounts and groups.
2) Add printing of Home Page as a report with capability to memorize and specify the the order of, and what, Home Page items are to be included. I am thinking this could be done via a dialog box almost identical to the existing Home Page preferences box with a saved instance for each memorized report. The report would include a user input title, print date and print time.
3) Allow selection of any subset of accounts, or transactions, (perhaps with a check mark, like in Quicken) of any report or graph for accounts and/or transactions. Selecting a parent should also auto-select (check) all child items and allow the user to de-select some (but not all) if desired, perhaps by holding down some control key.
4) Add a column to Home Page parent accounts that displays child "percent of subtotal" for each child account next to its individual amount when the parent is expanded. Do similar column under Home Page stocks listing that shows percent of total stock holding valuation.
5) Add an "Income and Expense" to the Home Page items similar to the Networth graph, but with the two category types overlain, and appropriately shaded.
6) Add a time period selector, similar to the existing expenses graph, for the Home Page Stock Prices display and columns to show the high share price, the low share price and a gain/loss indicator over the selected period for each individual stock.
7) Show any existing OFX connection data for on-line accounts when change, and/or manual, setup is selected.
1) Allow input/defining of user named Home Page account groups which can be placed the same as other Home Page items and be "parent" accounts for any other type account, including other "user" groups. These would be display-only to show user desired subtotals of other accounts and groups.
2) Add printing of Home Page as a report with capability to memorize and specify the the order of, and what, Home Page items are to be included. I am thinking this could be done via a dialog box almost identical to the existing Home Page preferences box with a saved instance for each memorized report. The report would include a user input title, print date and print time.
3) Allow selection of any subset of accounts, or transactions, (perhaps with a check mark, like in Quicken) of any report or graph for accounts and/or transactions. Selecting a parent should also auto-select (check) all child items and allow the user to de-select some (but not all) if desired, perhaps by holding down some control key.
4) Add a column to Home Page parent accounts that displays child "percent of subtotal" for each child account next to its individual amount when the parent is expanded. Do similar column under Home Page stocks listing that shows percent of total stock holding valuation.
5) Add an "Income and Expense" to the Home Page items similar to the Networth graph, but with the two category types overlain, and appropriately shaded.
6) Add a time period selector, similar to the existing expenses graph, for the Home Page Stock Prices display and columns to show the high share price, the low share price and a gain/loss indicator over the selected period for each individual stock.
7) Show any existing OFX connection data for on-line accounts when change, and/or manual, setup is selected.
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Inappropriate?Oops. Forgot 8, 9, 10.
8) Auto-add user entered tags, such as "EFT", to the transaction "check#" drop down list similar to remember tags for description.
9) Auto-insert "EFT" into the check# for on-line transactions that are marked as completed in a download/import. Similarly, auto-insert "Pending" for on-line payments that have been acknowledged/scheduled (by the institution), but not "completed" yet.
10) If supported by OFX, show a "limited available amount" deposit to on-line setup accounts as two deposits with the available amount, and date available, in one and the balance in a "pending" transaction with date of when the bank says it will be available/cleared.
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Inappropriate?I particularly agree with Items #1 and especially #3. I would also like to be able to choose whether or not I see subaccounts listed in transaction list of the parent account. (I'm a new user, and haven't figured out if that is possible.)
#8 can already be done -- you have to have the base account selected, though, and the changes are global.
I would also like to see the loan accounts and their transaction lists become more robust. I want to be able to see and edit the principle payments, interest amounts, and amounts from this screen, rather only being able to do it from the account that the transaction came from. Right now, I have to go to three different accounts to see all of this info for my loans -- I really want to see the principle, interest, and escrow for any particular payment (actually, I want to see it for the entire loan history) in a single place.
I am very frustrated that I can do this from the transaction reminder, but can't do it from the natural place, the loan account.
It would also be nice for the loan account type to be able to deal with variable interest rates, changing escrow amounts, and extra principle payments, without having to jump through a lot of counterintuitive hoops.
