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Discrepancies in category names and order

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

Postby Djobydjoba » Sat Nov 02, 2024 3:27 am

It is a bit disturbing sometimes that the 3 categories haven't exactly the same name at different locations in the program.
Too, and considering that the names of the categories are not customisable and thus may not match exactly with what they refer to, a consistent order in which the categories are displayed in the UI (tabs, menus...) could help identify them slightly better. (see below for example the tab order in the Investment Property dialog compared to the order in other menus or dialogs)

In Investment Property:
Investment Goal [ Asset Type | Sector

In Category Labels dialogs:
Asset Type | Investment Goal | Sector

In Graphs menu > Pie charts or Stacked Values:
Asset Allocation | Investment Goal | Sector

In Graphs menu > Risk/Reward Scatter:
Asset Type | Investment Goal | Sector

In an investment graph, menu Investments > Sort By:
Asset | Goal | Sector

This list does not pretend to be exhaustive.
Djobydjoba
 
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Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Sat Nov 02, 2024 3:54 pm

Hi Djobydjoba,

Okay, thanks for the feedback. It'd be nice to be able to customize the names for how you're using the category.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Location: Chandler, AZ

Postby Djobydjoba » Sat Nov 02, 2024 10:12 pm

Ah, yes, indeed!
Djobydjoba
 
Posts: 794
Joined: Tue Mar 09, 2010 9:39 am


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