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Income Schedule, Feedback.

Questions on using, creating, or understanding data in Fund Manager reports.

Postby aviator » Mon Oct 07, 2019 11:41 am

Hi Mark,

Having the ability to choose Expected vs Actual Income is very helpful.

The biggest benefit I get from this report is finding the differences between expected and actual income. (By narrowing the differences between the two, it makes future income projections more accurate.) It would be very helpful if this report showed a side by side comparison and, even better, a difference column (expected minus actual). As it is today, I have to run two reports and export to Excel to find differences.

Thanks.
aviator
 
Posts: 419
Joined: Thu Jul 09, 2009 4:47 am

Postby Mark » Mon Oct 07, 2019 11:59 am

Hi aviator,

Thanks for the feedback, I can see that being a nice option to add.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11598
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby aviator » Tue Oct 08, 2019 5:43 am

Mark, one other thing that would be really helpful is zero suppression. I would like the option of seeing blanks instead of zeros. The example attached is from the Distribution Summary report but I think zeros print for all reports.
Attachments
AllIWantToSeeIs$27.21.jpg
Would prefer to see just $27.21
AllIWantToSeeIs$27.21.jpg (33.47 KiB) Viewed 2070 times
aviator
 
Posts: 419
Joined: Thu Jul 09, 2009 4:47 am

Postby Mark » Tue Oct 08, 2019 7:29 am

Hi aviator,

Interesting idea, I can see that being helpful to see non-zero values more easily.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11598
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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