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Anything related to NetworthShare, finance, investing, etc.

Looking for a few volunteers... 

licid9
Posts: 45

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4/6/2021
licid9
Posts: 45
Thanks Chris.
I fiddled around with it and it looks great, but I was hesitant to change (customize) my categories (just yet) as I didn't want to create new line items that didn't match old line items. I'll get over that hurdle eventually and move forward with the upgrade and report back.
THANKS AGAIN!!!
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admin
Administrator
Posts: 88

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4/2/2021
admin
Administrator
Posts: 88
Excellent!


I *just* opened that up for everyone a few minutes prior to you logging in smile

gammj wrote:
Just noticed I could change all the entries in various ways today. It works great! Now I don't have put assets under categories that they don't necessarily match with explanations below them.
edited by gammj on 4/2/2021
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gammj
Posts: 3

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4/2/2021
gammj
Posts: 3
Just noticed I could change all the entries in various ways today. It works great! Now I don't have put assets under categories that they don't necessarily match with explanations below them.
edited by gammj on 4/2/2021
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azphx1972
Posts: 44

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4/1/2021
azphx1972
Posts: 44
Just added my first entry with the new options and it looks good so far (although my finances are fairly simple). Thanks! smile
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admin
Administrator
Posts: 88

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3/1/2021
admin
Administrator
Posts: 88
I enabled this feature for you three. Try it out & let me know (here, PM, email, carrier pigeon) and let me know the good/bad/ugly!

@kinless - I haven't thought about sub-categories like that, but that's certainly an interesting idea. It'd certainly be a chunk of work to support that, but the backend work we already did to support custom categories would go a long way towards this effort. Let me noodle on that one a bit!


Thanks,
Chris
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Citadel
Posts: 1

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2/28/2021
Citadel
Posts: 1
I'll try it out!
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azphx1972
Posts: 44

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2/27/2021
azphx1972
Posts: 44
I volunteer as tribute. smile
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kinless
Posts: 9

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2/27/2021
kinless
Posts: 9
I'll give custom categories a whirl. smile

Would it be possible to create/add custom sub-categories (for example, "Checking", "Savings", "CDs", "Emergency Fund" as children of the Cash category)? This way users could view more fine-grained percentages of each sub-category, while still being able to see birds-eye percentages of the main categories.

I know that complicates things on the back-end and admittedly many people probably wouldn't utilize, but it's something I would personally love to have so thought I'd just float the idea out there.
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admin
Administrator
Posts: 88

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2/19/2021
admin
Administrator
Posts: 88
We've been testing out some custom Asset/Debt categories and would like a few people to try it out and give us feedback on what you like, don't like, how to make it better, bugs, etc.
If you'd like to give it a try, just drop a reply in here and we'll get you setup!

When you have the feature enabled, you'll see a little wrench icon when creating/editing entries like this:



Thanks!
Chris
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