• Resolved pmiguet

    (@pmiguet)


    Hi, I am currently trying to implement plugin and the addons to use it as our house budgeting tool, so we have a rough idea how much money we spend on repairs and other regular expenses.

    Whilst trying to work with your plugin I noticed some things that I think would improve usability a bit, so I hope you don’t mind providing some feedback.

    Categories: changing colours
    I don’t know how many people use a colour picker or choose their colours by RGB/HSL. I am old-fashioned, I prefer hexcode, particularly as many websites offer colour/shade pickers and copy-pasting one hex-code is easier than three separate numbers.
    1) If I would like to change the colour, I have to click at the bottom to change from RGB/HSL to hex first. Every single time. — is there a way to make your plugin remember what I used last?
    2) Also, maybe it would be easier to just show all three options RGB/HSL/Hex instead of having to click through them, each time.
    3) When I copy a hex code from a different tool or program, CTRL+V just leaves empty space. I also can’t right-click into the field and use the context-menu to paste. I literally have to remember the hexcode or put the two tools next to each other to copy the code manually.

    Graph & pie chart: display colours
    Staying with the colour topic: As I mentioned on the Envato forums already, I prefer the old fashioned colours for incoming (black) and outgoing (red) money. However, I understand not everyone sees it the same way. So maybe this is more a feature request, to let people choose their own colours.

    Currency:
    On one hand I find the feature of the current currency rates quite handy, on the other hand also quite confusing. You are fetching the “current” currency rate (I am assuming based on $, the currency icon is missing). But with a different base currency this obviously makes no sense. You then ask for the rate between the “current base” currency. Which kind of makes sense.
    But then I don’t understand why you fetch the current rate of the currency, but are not able to update the difference between the base currency. Wouldn’t it make sense if the fetch feature only fetches the rate between the current base currency? Rather than fetching a standard rate and ask the user to add the difference manually (which then obviously is not updated). This feature – in my opinion – contradicts itself. Or maybe I don’t understand it.

    Cash/Dept/Bank Accounts
    I don’t know how you designed and/or this tool. It probably comes closest to what I need as a “budgeting” and “planning” tool that most things I have seen so far. But in my scenario I don’t need to have any accounts setup, I just want to track expenses and potential future expendiatures. So it would be great (from my perspective) if I could just not setup any sort of monetary account from which the expenses are being deducted.
    At the moment my work-around is, that I setup a cash account with zero money in it.
    Another aspect of this… wordpress and its plugins are prone to security attacks. I think the last thing I (personally) would like to do is giving too much detail where money is going into and how much has been accumulated in that account, or anything about any debt accounts someone might have.

    Visual Feedback
    Maybe put a little background shade behind the menu in the top where it says “accounts | categories | parties | currencies | import | $” to make it a bit more visually pleasing and highlight it as a menu. Same on the left with “Summary | Cash flow | Trasnactions”.

    Right, that’s it for now, I am sure there is more to come. These are just some ideas that I thought – from my point of view for what I would like to use this tool – would be helpful. Situations and usage obviously differ, for someone else that might be utter rubbish. ??

    Thanks.
    Philippe

Viewing 6 replies - 1 through 6 (of 6 total)
  • Plugin Author vkurko

    (@avsoft)

    Philippe, thank you very much for the detailed suggestions. See my comments below.

    Categories: changing colours
    The plugin uses the browser’s built-in color picker to select colors. Unfortunately, there is no way to influence the appearance of this picker. Also, the picker looks quite different in different browsers. I should note that it is periodically improved in new browser versions.

    The only solution that could be is to use a third-party library for color selection. I will consider this option, although the original goal was to use the built-in capabilities of modern browsers to the maximum.

    Graph & pie chart: display colours
    The ability to select colors for the Cash Flow chart will be implemented.

    Currency
    Unfortunately, I didn’t quite understand what the problem is. You can set another currency as the base one. Then all rates for other currencies will be fetched relative to the new base currency. There will be no US dollar there.

    Cash/Dept/Bank Accounts
    What would you like to have instead of accounts? In any case, there must be some entity that stores the money, where the money goes in and where it comes from. You can call this entity anything you want by renaming the account. Also in the future, a more flexible system for managing groups of accounts will be implemented so that you can create/rename them, etc. yourself.

    Visual Feedback
    Thanks for the suggestions. They will be taken into account.

    Vladimir

    Thread Starter pmiguet

    (@pmiguet)

    Hi Vladimir,

    thanks for your swift response. Regarding the colour picker… that is interesting news, thanks for letting me know. I did not know that. It’s the first time I’ve seen that tool. ?? Sad if the browser devs can’t get such a feature properly designed. ??

    Re currency: I don’t seem to understand the fetching feature then…
    I decide the base currency is EUR.
    I then decide the second currency is GBP.
    For that however, I have to enter the difference to the base currency manually. So I myself had to google exchange rates which was 0.86. I enter this. Only then I can save the additional currency.
    After that your tool then fetches the latest rates automatically, based on GBP which then makes 1.16.
    What now confuses me, why do I have to enter a rate manually when I create the additional currency, if your tool fetches the latest rates automatically after saving anyway? Obviously the rate I manually entered won’t be correct then with any update that’s been pulled.
    This may totally be a “I’m being stupid” situation, sorry if I am wasting your time with this.

    Plugin Author vkurko

    (@avsoft)

    Yes, fortunately modern browsers provide many useful features out of the box. By the way, the drop-down calendar for the transaction date field is also a browser calendar.

    Currency
    It’s probably not entirely clear from the documentation, so let me explain here how exchange rates work. Indeed, when adding a new currency, Money Manager prompts you to enter Exchange rate to base currency. But this value is only used as a default value when there is no automatically loaded rate. For example, you fetched last month’s exchange rates and then created a transaction with a date from last year. In this case, Money Manager will use the default exchange rate because it does not have any exchange rate information for last year.
    In all other cases, the automatically fetched exchange rate will be used. And if for some reason this rate is not available for a particular day, the last known rate for the previous days will be used.
    I hope it was clear. If not, I am ready to explain it again.

    Thread Starter pmiguet

    (@pmiguet)

    Hi Vladimir.
    Yes, this makes absolutely sense, thanks for the clarification!
    Philippe

    Plugin Author vkurko

    (@avsoft)

    Hi Philippe,

    The ability to customize colors in the Cash Flow chart has been implemented in v1.28.0 of Money Manager. Please update. Next, above the chart on the right you will find a gear button that opens a pop-up window with settings. Please check.

    Vladimir

    Thread Starter pmiguet

    (@pmiguet)

    Awesome, thanks very much. Me happy. ??

Viewing 6 replies - 1 through 6 (of 6 total)
  • The topic ‘Feature Request / Usability adjustments’ is closed to new replies.