[moneytalks] Re: From Derek Jordan

Derek:

For your request on the following:
2. Provide a category summary that includes the list of entries for
that category, not average amounts only. Provide a way to print and
emboss this summary for   taxes and other purposes.

You can do a version of this already. Simply move to a line containing
the category of interest, then move to the category cell. Then, press
CTRL+F3 to restrict the view to show only items with that exact
category. You can then print, and only the transactions in the
restricted view will be printed.

Rob Meredith

>>> tterlau@xxxxxxx 04/29/05 09:37AM >>>
Derek Jordan is an accountant and is visually impaired. He can receive
list e-mail, but can not send at this time. I have agreed to send his
comments about Money Talks on to the list.

Derek finds the program to be, on the whole, very accessible and well
designed.
HE  finds the narrow-widen columns feature, minimum balance, and a
number of other features very useful.


He suggests:
1. include a category for groceries

2. Provide a category summary that includes the list of entries for
that category, not average amounts only. Provide a way to print and
emboss this summary for   taxes and other purposes.

3.  In account properties, provide a field for type of account:
checking, savings, Credit Card, 401K, etc. Individual account types
might offer different categories.

4. Is it possible to provide a report across accounts to show an
overall picture of where someone is financially?
For example, doing a credit/debit summary report  or a category
summary
report across  a series of user-designated accounts?



Mary T. (Terrie) Terlau, Ph.D.
Adult Life Project Leader
Department of Educational and Technical Research
American Printing House for the Blind
1839 Frankfort Ave.
Louisville, KY 40206
Phone:  (502) 899-2381
Toll-free: (800) 223-1839 ext. 381
Fax: (502) 899-2269
Email: tterlau@xxxxxxx

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