Enhancement Requests
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These issues have been moved to the Support, Bug and Issue Tracker, and Project system.
2012 Enhancement Requests
Here is a (wish) list of suggested enhancements so far:
Title | Priority | Difficulty | Description |
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? |
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. |
Banking & Credit Card OFX updating | medium | easy | Replacement for existing python based ofx/qfx interfaces. |
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. |
Please send to "dev" (development) your wish list to (make a valid email address on) palomoney.com.