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Account filter and "Go to Account" are confusing

Open jeffwheeler opened this issue 3 years ago • 2 comments

Fava has two "Account" fields: the filter field and the "Go to Account" field in the sidebar. It's not obvious to new users why there are two fields and what the difference is.

Screen Shot 2021-05-22 at 7 00 10 PM Screen Shot 2021-05-22 at 7 00 25 PM

I'm not sure how to make the UI more obvious yet, but I think this should be improved. Happy to make a PR if you have any suggestions.

To be honest, I haven't found any use for the filter account field yet.

jeffwheeler avatar May 23 '21 02:05 jeffwheeler

An idea to make it clearer would be to show it as an entry entitled "Accounts" in the list of links (and not as a field), opening to a dropdown menu, a bit like a multi-level menu bar. The dropdown menu would include a filter field, and the list of accounts to navigate to, in a similar style to the first level of items.

ksesong avatar May 24 '21 19:05 ksesong

One thing that has confused me about the account filter is that it appears to limit the reports to transactions for which at least one leg of the transaction is in the specified account. I would, instead, expect it to limit the reports to contain only the legs of the transaction which are to/from the specified account (and potentially its sub-accounts).

aclindsa avatar Jun 05 '21 12:06 aclindsa