Hi Mark,
About Categories, could you please made them sortable alphabetically (by label name) in Options > Category Labels. With a lot of categories, it's a pain to retrieve them in the list currently. And why not add the possibility to sort them manually too ?
In the Investment Properties windows, in tabs Invesment Goal or Asset Type, the columns headers should be clickable to sort by label name or Percentage Affectation.
When creating a new investment (new investment Windows), the labels names are truncated if too long.. could you please add tooltips to see them entirely ? And sort them the same way ?
Thanks