New User teething issues

[dharapvj]

Hi!

First of all - I must say that you have built a beautiful looking application!

I really want to make use of it.

some of the issues that I am facing right now are:

1. I have MF transactions from 2016 to now. And I have imported them in the Paisa. But I did not care to import my bank transactions from 2016 into Paisa. Rather I would like to start fresh in terms of checking account at Now e.g. 1st Feb with whatever balance I have in it now. This is causing issue that Paisa thinks that I am in negative since there are all those journal entries from checking account for MF purchases.

How can I have a true current picture of my bank balance and networth?

2. The CAS statement import template can be improved.. Instead of prefix="Asset" it should say.. prefix="Assets". So that those assets get recognized in Balancer page.
3. I wish the process of setting up commodities was more clearer. I imported my CAS statement and it got imported beautifully. But for the love god, I took two days to figure out how to get those entries to get reflected in my balance page. There were two-three issues. a) the Commodities need special configuration was not clear. Eventually, I got to that page of documentation. But the name used in example NIFTY was used in both asset definition .. e.g Assets:Equity:NIFTY and also in the commodities transaction descr after no of units.. But it was quite unclear that the one from transaction is what we need to use in Commodities configuration. When you import CAS, some junk value there.. so you want to use some sane name in Assets:Equity:xxxx and that junk text - you must then use in config pag. Overall the documentation could have used a clearer example.
4. Nitpicking but when we add Commodities - it always adds AAPL and there are no sensible default. e.g it should choose Mutual.. and also last dropdown to say equity instead of unlisted_equity as that definitly is much possible choice.

I must be having more troubles on the way.. but I could remember these many now.

Can you help me in understand how to fix point 1 above?

Thanks for everything.