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I find I have to constantly flip from the Register view to the Investment Account view in order to see how many shares I have and try to make balances reconcile.
Seeing balances in the Register (shares, maybe value of each position) would be wonderful.
A few of ways to do it:
One would be to have some kind of panel showing the current shares as of now on the Register.
Even better would be to incorporate the idea of the panel reacting to what row I have selected.
Another way would be to add the position info to each row as a column. i.e. Shares as they were after than transaction applied.
Obviously this can get super complex as a single transaction can shift shares, cash balance and balances in other accounts due to xfer and fees. I guess err on the side of doing something. Just knowing the shares would be huge.
The text was updated successfully, but these errors were encountered:
I find I have to constantly flip from the Register view to the Investment Account view in order to see how many shares I have and try to make balances reconcile.
Seeing balances in the Register (shares, maybe value of each position) would be wonderful.
A few of ways to do it:
One would be to have some kind of panel showing the current shares as of now on the Register.
Even better would be to incorporate the idea of the panel reacting to what row I have selected.
Another way would be to add the position info to each row as a column. i.e. Shares as they were after than transaction applied.
Obviously this can get super complex as a single transaction can shift shares, cash balance and balances in other accounts due to xfer and fees. I guess err on the side of doing something. Just knowing the shares would be huge.
The text was updated successfully, but these errors were encountered: