Dashboard missing data

[aleskubac]

I found that some data is missing on Dasboard:

• Dashboard includes calculation of value of my stocks in my portfolio ("Stocks" section), but does not include Share Account with my cash deposited at the broker. In other words, if I sell all my stocks and the all the cash (previously invested into stock) is transferred to my cash account at my broker, Dashboard does not show this cash at all (of course I can see the amount at the respective Share Account, but not on the Dasboard)

• Dashboard does not show Asset accounts. So If I have a single asset, e.g., house, it is shown. However, if I create and asset account and have the property registered at this asset account, it does not show on the Dashboard.

MMEX version:

• 1.7.0
• 1.8.0
• 1.8.1
• 1.8.2
• Other (please specify)

Note: bug reporters are expected to have verified the bug still exists
either in the last stable version of MMEX or on updated development code
(master branch).

Operating System:

• Windows
• Mac OSX
• Linux

Description of the bug

Please describe your issue with details.
Add screenshot or other files if needed.

Reproduction

Is the bug reproducible?

• Always
• Randomly
• Happened only once

Reproduction steps:

Expected result:

Actual result:

Additional information

If you have a backtrace for a crash or a warning, paste it here.

[renato-mmex]

With "Stocks" there are some unfulfilled wishes that are due to a lack of programming capacity:
https://github.com/moneymanagerex/moneymanagerex/issues?q=is%3Aissue+is%3Aopen+stock

[aleskubac]

Noted, but I am talking about showing additional line on Dashboard (showing data shown elsewhere in the app), I guess that it will not involve much programming.

[n-stein]

They are included in the "Net Worth" calculation at the top, but they don't have their own sections below with the other accounts.

Would "Asset Accounts" and "Share Accounts" both be included under the "Accounts" section:

Or should we put "Share Accounts" under the "Stocks" section and "Asset Accounts" under "Assets"?

[aleskubac]

I would add asset accounts to assets (not accounts). In other words if you need to keep account about asset (like real estate, because you are receiving rent payments and paying insurance etc.) then this is still an asset, eventhough the app calls it asset account (and if you see this investment as an account, then you can simply establish account under accounts).

So in my view asset accounts are still assets and should be categorized as such.

As regards share accounts, they should be shown under stocks. To logic here is that you reserve certain funds for your stock portfolio and then have these funds either in stocks or you sell the stocks and have them at cash (share) account of the broker (so that you can buy another stock later). In both situations this is something related to your stock investment and should be under the stock section. Again, if you wish to treat this as cash, you can simply establish it in the (bank) accounts section.

Thank you very much for this discussion, it is amazing to see how you guys are active to improve the app.