Transaction View Options: Offer More!

[GregChapman]

Each time you switch between accounts, the Account View screen adopts the settings made on the "New MMEX Options" dialogue. (Strange name! Most programs would just call it "Options"!)

Unfortunately, the range of choices there is extremely limited compared to those on the pop-up menu on the Accounts View screen itself.

I find myself constantly wanting one of the Pop-up options that is not available on the defaults and it's a pain always having to make the change.

In the next release, can all the options on the Pop-up menu be added to the Options dialogue.

(It may well be worth adding an option to retain the "Transaction Filter" settings between visits to the Account View screen as well.)

[PeCe]

Both suggestions would sure be nice if they could be implemented, so +1 support from my side.

[Nikolay]

Sorry I can't understand that suggestion. Could you, please, explain by other words.

[GregChapman]

On the Accounts View screen I like to see all entries since my last monthly salary payment.

My salary is normally paid on the last day of the month, but it can be several days earlier if the last day of the month is on a weekend or there is a public holiday on a Monday. Some holidays such as Easter or Christmas extend the weekend further and include either the Friday or continue to the Tuesday.

This means the Current Month and 30 Days filters are not long enough and the 3 Months and 90 Days filters show too much.

So, after checking with my bank, I use the MMEx STATUS field to mark transactions as reconciled and then hide all reconciled transactions. To do this requires many clicks each time you change to the Account View screen. This is especially annoying when switching from one account to another and back again.

My first proposal yesterday said that currently, under TOOLS > OPTIONS > VIEW OPTIONS > TRANSACTION VIEW OPTIONS there are these settings available:

Option dialogue showing Limited range of Transaction View Options

MMExTransactionViewOptions.gif (16.65 KiB) Viewed 1091 times

and pointed out that on the Accounts View screen the View filter has many more options:

The Account View screen offers many more options

MMExAccountViewFilter.gif (40.75 KiB) Viewed 1091 times

My suggestion was that all these extra options are added to the main OPTIONS dialogue.

However, having thought about overnight, I realise my alternative suggestion is far more powerful, so is much to be preferred. That is that the Transaction Filter dialogue has a check box added:

[ ] Remember these settings

so that one could keep the STATUS: NONE option set by default. It would look something like this:

Proposed Dialogue Change

MMExProposedTransactionFilterDialogue.gif (12.51 KiB) Viewed 1091 times

[Nikolay]

I've provided simple changes
http://moneymanagerex.svn.sourceforge.n ... ortby=date
Now main filter settings will be stored in inidb (ups just realized that is wrong place)


updated
http://moneymanagerex.svn.sourceforge.n ... ortby=date

[GregChapman]

Thanks for working on this Nikolay.

I'm not a programmer, so do not understand exactly what the change will do, but I'm sure it will make the next release better.

As a matter of interest, are the graphics I uploaded in the Icons and Graphics topic of any use. I have done some revisions to the versions I uploaded and have worked on a few more but won't post more, if they are not what is needed.

[Nikolay]

My feature nice but not satisfy you request complitly.

If for current account main filter settings changed - mmex will store this settings for that account.
Just now only main filter settings available for that feature. For example, view all, view today, view last 30 days etc.

In future that functionality may be extanded.