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Wallet: show balances for brokers too, full account names, and the balance of the selected account

Feedback and ideasStarted by @turbo1 reply

Founding memberIdea makerBug hunter

More feedback:

  1. Broker figures in the Wallet account list. The left-hand column of the Wallet shows each account's balance, but for brokers it shows the cash moved to that broker. Mixed in one list with balances, it's confusing; I thought my import had failed. Every row in that list should be a balance; for a broker, its cash balance.

  2. Selecting a broker in that list. Clicking a broker shows the broker moves of all brokers, not of the one I clicked. It should behave like any other account: show every cash movement of that broker (deposits, withdrawals, buys, sells, dividends, interest, fees) with a running cash balance.

  3. Balance of the selected account. When I select an account, I see money in, spent, invested and change in balance, but not the account's balance, which is the most important number. Please show it.

  4. Long account names are cut off. The column can't be widened, so with similar names it's hard to tell which account is which. Please allow widening the column, or at least show the full name on hover. A search bar there would be useful.

Posted

1 reply

  1. Staff

    All four points are being worked on now:

    • Clicking a broker in the Wallet will show only the money moved between your accounts and that broker, the way clicking an account shows that account. A Statement button on the row will open that broker's cash statement in the Portfolio: every cash move with the balance after each, and the opening and closing balance for the period. You can already open it today under Portfolio, Activity, Cash at brokers.
    • With an account selected, its balance will show as a card, with the change over the period under it.
    • Long names will show in full when you hover, and the list will get a search box once it is long. Filters, Accounts already has one ("Find an account") once you have more than eight accounts.

    The broker rows: the amount next to a broker is the money you moved there from your accounts, not what the broker holds today. You are right that next to account balances it looks like a balance, so we are changing it to show the broker's cash, with the money moved as a smaller line.

    I will post here when the changes are live.

    Posted

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