Discrepancies in category names and order

[Djobydjoba]

It is a bit disturbing sometimes that the 3 categories haven't exactly the same name at different locations in the program.
Too, and considering that the names of the categories are not customisable and thus may not match exactly with what they refer to, a consistent order in which the categories are displayed in the UI (tabs, menus...) could help identify them slightly better. (see below for example the tab order in the Investment Property dialog compared to the order in other menus or dialogs)

In Investment Property:
Investment Goal [ Asset Type | Sector

In Category Labels dialogs:
Asset Type | Investment Goal | Sector

In Graphs menu > Pie charts or Stacked Values:
Asset Allocation | Investment Goal | Sector

In Graphs menu > Risk/Reward Scatter:
Asset Type | Investment Goal | Sector

In an investment graph, menu Investments > Sort By:
Asset | Goal | Sector

This list does not pretend to be exhaustive.

[Mark]

Hi Djobydjoba,

Okay, thanks for the feedback. It'd be nice to be able to customize the names for how you're using the category.

[Djobydjoba]

Ah, yes, indeed!

[Bsrr]

Thumbs Up!! For new users this can be quit confusing. But for all users the suggestion is a good one for sure.

[JeanneMarie]

I'd like to add my voice here. The program badly needs a glossary/data dictionary -- not for the user but for enforcing consistent nomenclature across functions in the program.

For example, PRICE in the Portfolio Editor is NAV in reports, while the sum of all shares' NAV in a single investment is VALUE (in both locations). TAX BASIS is an aggregate, and the per share tax basis is TAX BASIS/s, which is very logical. I think NAV really stumped me most however as I'm still completely unfamiliar with that term for individual stocks (as opposed to mutual funds and other pools). I don't care much which one you choose in most cases, but please be a bit more consistent.

But while I'm complaining, Mark, I also want to say how valuable this forum is. I've been able to solve my own problems several times in recent months here. So thanks for that.

[Mark]

Hi JeanneMarie,

Thanks for the feedback. I know it is an issue with sometimes using price and sometimes NAV. It would be good to clean this up.