Suggestions

:speech_balloon:

Improved Summary Metrics Column Behavior

A few small UI/UX requests:

  1. Currently if I’m looking at a Summary metric that is far down on the list (expanded or not), when I move to a different projection year, the list re-scrolls/ re-collapses to the top. It would be nice if the Summary scroll list ‘stays put’ as you move from year to year. (See also: link below)
  2. Similarly, if a metric has no available data for that particular year (eg. Partial Goals), it is hidden from the list, which again makes the list view jump around. I’d prefer that whatever you define in (Summary Options>Filter Metrics) are always shown, even if the value is 0, empty, n/a, etc.
  3. Lastly, when toggling on/off (or reordering) in (Summary Options>Filter Metrics/Appearance), all the available options should be listed, not just the ones relevant to the current projection year you happen to be on.

Extra: the ability to add and rearrange small, thin dividers between metrics to visually group them together. Extra: the ability to assign colors to each metric (eg. all tax related are RED, all goals are BLUE, all net worth related are GOLD, etc.)

Kudos on creating an incredible product! Thanks for being open to suggestions.

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  • 14 December 2023 JB suggested this task

  • 14 December 2023 Kyle Nolan approved this task

  • avatar

    These enhancements, especially items 1 & 2, would be super helpful. Continuous re-scrolling and re-opening of items wastes a lot of time. It would also be helpful if the summary panel view in use at the moment could be held across plans, in addition to within a plan.

    25 April