This is a general comment. I find it difficult to guess what you mean at times. This makes it harder to use the program than it should be. Let me give you two examples.
You can filter investments for a report. Well is this filter for inclusion or exclusion? There is no guidance. I would like to exclude (filter out) money market and cash amounts. How do I do that? It seems this is a filter for inclusion. It would be nice to state that fact.
You can specify the dividend for each share of an investment. You also specifiy the number of payments. Is the dividend amount the total for the year or the amount of each payment? There is no guidance.