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Recalculate balances for non-default sorting #3251

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dbolton opened this issue Apr 13, 2021 · 2 comments
Closed

Recalculate balances for non-default sorting #3251

dbolton opened this issue Apr 13, 2021 · 2 comments
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doc documentation related outdated related to old version, already changed

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@dbolton
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dbolton commented Apr 13, 2021

Description of the feature

Currently Money Manager calculates balances based on the default order of transactions. If the user changes the order by clicking on a column or filters transactions, then the balances are no longer correct.

The financial software I've used always recalculates the balances based on the current order. Showing incorrect balances for the current view undermines trust in the software (#2296) and confuses newcomers (#2617) and even longer time users.

I don't know the performance impact of doing this. It may be that it isn't worth the cost to change (I love that Money Manager EX scrolls really fast compared to Quicken, GnuCash, and others). Or maybe the balance column is blank while Money Manager EX calculate the new balances in the background.

Workaround

For users confused by balances to displaying incorrectly, here's how to fix that:

  1. Choose View All Transactions > View All Transactions to clear any filters.
  2. Choose the ID column header, then the Date column header, to sort by the default order. If the arrow on the Date column points down, choose the Date column header again to sort with the oldest transactions at the top.
@vomikan vomikan added the doc documentation related label Apr 13, 2021
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vomikan commented Apr 13, 2021

#2729

@vomikan vomikan added the outdated related to old version, already changed label Apr 15, 2021
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vomikan commented Apr 15, 2021

#3261

@vomikan vomikan closed this as completed Apr 15, 2021
@vomikan vomikan self-assigned this Apr 15, 2021
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