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

Postby chris319 » Tue Nov 09, 2021 4:34 pm

Hi Mark -

A couple of suggestions for FM:

1. When importing data from a csv file, the current behavior is to skip a transaction when invalid data is encountered. We went around in circles on this a while back when there was an invalid date in one of my transactions. What the program should do in such instances is to throw an error message to alert the user to the invalid data and tell him where it is (which row) before advancing to the next transaction. This is pretty important, IMO as it can help the user detect and avoid errors.

2. It would be a nice touch to add <uncategorized> as the default for "Investment Goal".

Thank you.
chris319
 
Posts: 46
Joined: Thu Sep 23, 2021 4:34 pm

Postby Mark » Tue Nov 09, 2021 5:51 pm

Hi chris319,

Okay, understood, and thanks for the feedback/ideas.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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