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Main > Feedback [Reorganize "My Finances"]
Dan
User
Re:Reorganize
Wow! Incredibly fast work (didn't you folks have any New Year's parties to attend?) -- and it looks SO much better.
01/01/2008 09:37:58
support
Administrator
Re:Reorganize
We've moved a few of the links into their own sections titled My Banking and My Budget. We are still looking into the links under My Finances and may be moving those around a bit or renaming the Category title.
01/01/2008 01:25:07
support
Administrator
Re:Reorganize
Thank you for the feedback. We agree the list is getting a bit long. We are looking into either creating new categories as you've suggested, or sub-categories under My Finances similar to the list you've given.
12/31/2007 17:36:24
Dan
User
Reorganize "My Finances"
In the Navigation menu on the left, there are 28 sub-categories under "My Finances." That's just way too many, and makes it difficult to find what you are looking for. I'd suggest replacing "My Finances" with the following narrower top-level categories, and making a few other changes:

-- My Budget (Budget Worksheet, Categories, My Goals, My Income, My Bills, Stock Portfolio, I Owe You, My Credit, My Loans [combine those last three])

-- My Accounts (My Accounts, My Transactions, New Transaction, Transfer Funds)

-- Setup (Setup Wizard, Quick Entries, Quick Transaction [aren't these two pretty much the same thing?])

-- Download Data (Dowload Data, Import Transactions, Offline Transactions)

-- Keep one of the following and get rid of the other two, since they all seem to have the same purpose: My Home, My Info, Today

-- Change "Graphs" to "Graphs and Reports" and move Expense Report, Payees, Payment Summary, Financial Summary, Gas Mileage (derived from Transactions in My Accounts), and Tax Deductions (derived from Transactions in My Accounts) there.
12/31/2007 15:11:59





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