I have just upgraded to a paid account and am having to enter and update many fields based on the way my dividends are being taxed and the manual adjustments of currency conversions etc.
I would like a grid entry / edit option like I have when maintaining products in Shopify for example (pics attached).
On a single holding I entered… purchased in 2007, it has 4 dividends paid per year, which I need to adjust (at minimum) for each entry:
- Dividend Amount
- Tax Withholding
- Currency Conversion
The process is currently:
- Select the company / holding in the portfolio
- Expand the Income list
- Scroll to bottom (or last edited entry)
- Select the entry I wish to edit
- Use mouse to click in to each cell I wish to edit
---- 5.1 The ‘Tab’ key stops at each (?) bubble or certain other user controls making it a ‘keyboard and mouse’ required activity
- Key the data
- Click the ‘Save changes’
- Go back to step 2 and repeat over again
I am doing this process for every line, which is about 60 times for the one holding.
A grid edit would be a great feature (IMHO)