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Data Register: show the transaction at the cash account side

Comments, critical feedback, praise, or suggestions for new features.

Postby Djobydjoba » Sat May 31, 2025 5:08 am

Hi Mark,

When a default cash account is set for a portfolio, I would find useful to have a command in the contextual menu of the transactions in the Data Register (so when right clicking in a transaction) :
- in the contextual menu of a transaction in a regular investment, the command would be: "Show the transaction in the default cash account"
- in the contextual menu of a transaction in the default cash account, the command would be: "Show the transaction in the corresponding investment"

The command would change the Data Register display to see the corresponding transaction, either at the cash account side or at the investment side (or maybe a new Data Register window could be opened to show the corresponding transaction, instead of changing the display in the current Data Register). Some messages would inform when the corresponding transaction cannot be found.

This would make the process of navigating and "debugging" transactions faster and more efficient.

Thanks.
Djobydjoba
 
Posts: 819
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Sat May 31, 2025 9:21 am

Hi Djobydjoba,

Nice idea, thanks for sharing that.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11807
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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