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Suggestion for defaulting Distribution Type

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

Postby DukeWeston » Thu Jan 03, 2019 10:08 am

When I enter a new distribution, the Distribution Type field always defaults to Dividend. This makes it rather tedious to enter a batch of distributions of other types.

For example, in a CD investment or other cash investment where I am adding Interest Income events. It would save a lot of clicking if the Distribution Type defaulted to the most recently used value instead of always reverting to Dividend. Perhaps this could be considered for a future release.
DukeWeston
 
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Postby Mark » Thu Jan 03, 2019 10:48 am

Hi DukeWeston,

How exactly are you bringing up the dialog to enter a new Distribution? There are multiple ways... It does always default to Dividend, unless you bring it up from the Data Register where the Data Type is set to a particular distribution type. If you're entering a bunch of interest income transactions, you can open the investment up in the Data Register, and select "Interest Income" from the "Data Type" drop-down. Press the "New..." button, and that will default you to this type of new distribution.

In the generic case where you choose a new distribution we can give it some thought about setting the default to the last used distribution type. Maybe there are other ways to determine a default, like based on the type of other distributions already recorded in this investment.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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