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scottohara / loot

An implementation of some of the core MS Money features in Ruby on Rails
MIT License
4 stars 3 forks source link

Reconciliation design and usability suggestions #83

Closed scottohara closed 9 years ago

scottohara commented 9 years ago
  1. Reconcile progress (target, cleared amount, uncleared amount) are in the table header at the top of the page, and are out of view when scrolled. Do these need to be fixed/sticky so that they're always in view? (ie. do we need to refer to the cleared/uncleared amounts as we go; or only as a final check when finished?)
  2. Checkboxes to mark a transaction as cleared are very close to other clickabable actions (eg. switch to payee, switch to subcategory). Do we need more padding/spacing around the checkboxes?
  3. The closing balance for credit accounts must be entered as negative. Is this intuitive?