Settings and activity
6 results found
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7 votes
Neville Reid
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15 votes
An error occurred while saving the comment Neville Reid
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6 votes
An error occurred while saving the comment Neville Reid
commented
A lot of report-formatting requests could be met by an option to upload an Excel template file for a specific report.
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12 votes
An error occurred while saving the comment Neville Reid
commented
Yes, this would be helpful. And when the transfer is reconciled on one account, then auto reconcile it on the other account also. We'd better have a setting to choose whether to automate the coding, in case some companies want to tinker with the descriptions e.g. stating purpose of transfer.
Neville Reid
supported this idea
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17 votes
An error occurred while saving the comment Neville Reid
commented
Yes, when exporting to Excel, the heading row (e.g. tracking categories) should be formatted as Wrap text = yes.
The row height should be set to display the longest column heading in full.
The column width should then be set to something sensible e.g. 15. Ideally the program might set the column width on a sliding scale, e.g. 13 if there are many columns, 20 if there are few, and a sliding scale in between aiming at an overall report that would be legible if printed on one sheet of A4.
Also, in reports by tracking category, please make the default width for the Total column a little wider, as long numbers are often not displayed currently, and we have to manually make this column wider.
Neville Reid
supported this idea
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114 votesNeville Reid
supported this idea
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Yes, with the ability to use the month from the transaction date, or the month before / after the transaction date, OR the month/months mentioned in the line description imported from the bank statement.