Suggestions for next upgrade

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  • Updated 1 year ago
  • (Edited)
Suggestions for next upgrade:
  1. For superannuation accounts: allow Superannuation Specific Security entries to be included (with entry and exit prices).  The current setup does not seem to allow this.
  2. For savings goals: allow linkage with bank accounts to facilitate tracking of goals.  There is at least one 'Big4' bank that allows this type of arrangement (one account with p to six specific goals).
  3. For Budget planner: Previous versions allowed users to enter amounts from a specific date, whilst the current version (2017) does not.  Such a feature would assist in improving budget analysis (eg when CPI adjustments/wage rises occur)
  4. Education loan accounts: Introduce an account that specifically caters for HECS-HELP loans, including tracking for payroll repayments.
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Posted 1 year ago

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Diver Dave

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Robert, regarding your wish list, 1 and 4 are available with the current version.  You can add any stock, listed or un-listed.  If it's un-listed you need to enter prices manually, but otherwise it's treated the same as a listed stock by RPP.

Again, you can set up any Liability account and call it wan to you want - HECS, for example.  Monthly repayments can be automated via Scheduler.

I can't comment on 2 and 3 as I don't use those facilities.