Enhancement Requests

Because the Issue Tracker was too daunting for almost everyone, and this wiki is too hard to maintain, this topic has been moved to PalOMoney Feature Requests Forum. You can post messages and requests there after registering and logging in. The support system will remain open for developers, who are urged to use it regularly.

Historical Page

These issues have been moved to the Support, Bug and Issue Tracker, and Project system.

• See PalOMoney Development
• See PalOMoney Development Project

Because the Issue Tracker may be (or is) too daunting for most people, you can also post requests and comments to the Feature Requests PalOMoney Forum.

2012 Enhancement Requests

These are the requests before the institution of the PalOMoney Development Project. Most of these are still open. This list will be updated as these items have been resolved, but new requests will not be added.

(2012:) Here is a (wish) list of suggested enhancements so far:

Title	Priority	Difficulty	Description
Export to ...	low	medium but tedious	A method to export the entire Money database to any number of formats, e.g., OFX, CSV, Microsoft Jet, Sql Server, MySql., etc.
Additional Quote Source modules	medium	easy	Interface to additional data streams, paid and public.
Update Other Security Data	medium	medium	Update the other security info, e.g., bid, ask, high, low, P/E, Market Cap, etc. rating. Also update the "Last Updated" control on the portfolio manager.
Screen Scraper Interface	very low	difficult	Possibly justified for Banks who offer only onerous ofx service terms, such as $9.95/month for ofx access. (Suggestion: call your bank try to get ofx access for free, or take your business elsewhere.)
Re-institute of Watch Lists	low	unknown	Support Money Watch List accounts.
Portfolio Views	medium	medium	Support additional views other than "Quote Status."
Portfolio View Grouping	medium	medium	Grouping by account, security type, etc.
Auto Quote Schedules	medium	medium	Implement the auto-update mechanisms. This would include some sort of quote meter to support managing paid accounts or network load. Frankly, we are worried about abusing or overloading public quote source data.
Pop-up Charts	low	medium	A chart that displays your investments, etc. during a time period.
Investment Alerts	low	medium	Reinstate Money's alerts or implement independent alerts. If you need alerts, perhaps you should use a real trading platform.
Account Transaction Alerts	low	medium	Watch over your bank and credit card accounts via instant messaging, or a scrollable list of transactions. This would be helpful to spot fraudulent use of your accounts. This would be a major reason to include bank and credit card account views.
Watch Lists out of Money	low	medium	Keep track of stocks outside of Money.
Log File Manager	medium	easy	With all the log (and output) files generated by updates, some way to manage them would be helpful.
Update Summary	low	easy	Display a summary of the last quote updates. See Log File Manager.
Adjust Security List Color Scheme	low	easy	Add an option to standardize and customize the list row colors, instead of the current non-standard alternating 3 color scheme.
Replacement Quote Server	low	major	Replace the retired Microsoft quote server with a compatible service. Also, replace or do something about the retired activation servers so Money 2008 and prior versions can be installed on new computers.
Substitute the MS Money Database	low	major	Migrate the closed MS Money (Jet 3.5) Database to a choice of open databases for increased performance, increased opportunity for community development of add-ons and accessories, and as a hedge against obsolescence.

Implemented in 1.0.5

Banking & Credit Card OFX updating

medium

easy

Replacement for existing python based ofx/qfx interfaces.

Implemented in 1.0.3

Fix Broken Quote Source Interface

Fixed 1.0.3 (was high)

medium

Fix the broken interface to external modules. And what happened to the Specify Output File control?