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Jonathan Overholt

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  1. effective date for transactions

    28 votes
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    8 comments  ·  Feature Request  ·  Admin →
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    Jonathan Overholt commented  · 

    It could be implemented as a feature that is disabled by default (i.e. hidden from the UI). The average user won't be bothered by it and I'll be able to accurately determine my account balance at any given time. If there is no effective date it could be assumed to be the transaction date.

    I would personally like to see the effective date be an attribute for each end of the transaction, allowing for the different lines in a split to be effective on different dates. e.g. I get paid on the last weekday of each month. This transaction is initiated on that day and the deposit hits my checking account on the same day, but the deposit to my 403(b) account isn't effective for up to two weeks later. This is irritating when reconciling my 403(b) book because at the end of each quarter I'm entering fees and accrued earnings at appear to include my most recent contribution but actually don't.

    I haven't looked at the code base but I am a developer and would be willing to try to help with this.

    Jonathan Overholt supported this idea  · 

  2. Autofill Feature should show a Drop Down List

    79 votes
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    6 comments  ·  Feature Request  ·  Admin →
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    Jonathan Overholt supported this idea  · 

  3. Hidden accounts should be hidden everywhere

    40 votes
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    5 comments  ·  Feature Request  ·  Admin →
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    Jonathan Overholt supported this idea  · 

  4. Prevent accidental changes by locking a fiscal period

    229 votes
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    16 comments  ·  Feature Request  ·  Admin →
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    Jonathan Overholt supported this idea  · 

  5. Manually change ordering of Transactions

    103 votes
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    17 comments  ·  Feature Request  ·  Admin →
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    Jonathan Overholt supported this idea  · 

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