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Custom Fields: Properties

Posted: Sun Sep 06, 2020 2:03 pm
by Wirmike
Custom Fields: Properties;
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Introduction
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A Custom Field is a marvellous feature for providing a disciplined process for storing such information as would be needed to aid in insurance and warranty record keeping thru the Assets section following purchases recorded in the Accounts section.
Thoughts
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1:>
The purpose of the check-boxes (to the LHS of the fields shown in the supplementary editting pane to the Transaction Entry/Editting window) continue to mystify.
It seems that as soon one is populated the box is checked. Can this be explained?
2: >
Accidental removal of a field should be prevented by checking if any field has been populated.
This would provide a cautious approach similar to that taken if a Category or Payee is to be removed.
3:>
Providing a report facility thru Transactions Reporting would provide some visual auditing.
5:>
Adding the Custom Field/s to the right in the transaction Accounts View would be a good idea, aiding visual sorting for example.
To prevent screen clutter, the choice to include a particular field should be a right-clickable option, as currently w/- some of the existing fields.
It may be necessary to enable a left-right scroll in that screen if the number of ‘ticked’ fields require it.
(Included also to the choice of fields could be to include one for the Advanced check-box w/- an “A” if a transaction has that Advanced box selected. [See initial ideas on this box in an earlier post])
6: >
After creating the orignal purchase record in Accounts, some method to create a matching Assets record w/- one click would be quick, slick... and consistent... and nice! (Maybe one for a later day!)
7:>
W/- items that are not needed to be added to a household’s asset base value, ’voiding’ a record would not be a strictly accurate representation.
Perhaps another Status category could be created?
“Ι” - ‘Information only’ perhaps.
Alternatively, the user could create a unique set of categories?! (Messy-ish)
Either approach should be visible thru Transaction Reporting.
Conclusion
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The upshot is that the Asset section could morph into a more complete register for:
1: Total worth
2: Depreciation (Appreciation)
3: Pocessions and Warranty Expiry tracking.
4: Insurance listings
.. etc...

I hope that these thoughts will be of use.

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