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Post by uncletone on Mar 14, 2016 23:10:51 GMT
Meanwhile, here's a loan code extracted from the description(in A17 here) =MID(A17,SEARCH("(",A17,1)+1,SEARCH(")",A17,1)-SEARCH("(",A17,1)-1) Thanks @unletone. However this does not work for all loans due to the way MT has other text in brackets, sometimes before the loan code e.g. "Purchased Managed Portfolio (Electronics) (CSP234) loan part" Being but a simple minded pensioner,in such rare cases I just tweak the description by substituting square brackets where necessary. The description has no "key" significance in my spreadsheet.
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Post by MoneyThing on Mar 15, 2016 7:56:57 GMT
Morning,
I think we have got a good approach specced out. Will launch it shortly for feedback.
Regards,
Ed
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stevio
Member of DD Central
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Post by stevio on Mar 18, 2016 19:31:19 GMT
Err, hasn't MoneyThing committed elsewhere to put the loan identifier at the beginning of the description anyway? (FX: ducks) This was what I was hoping for Also, MoneyThing was there any update to moving the 'Opt in' to renewal tick box from the Pending Loans to the 'Live Loans' page? As on the Pending Loans page it is only available for a relatively short period whilst the loan is pending, and the Pending Loan page needs to be constantly checked back for updates and therefore easily could be easily missed. On the Live Loan page, you would then be able to select it as soon as you first purchase the loan and also tick them Opt in for all your loans if you so wish (like I do and I suspect others do), so as to save time keep checking.
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Post by MoneyThing on Mar 18, 2016 19:57:29 GMT
Evening,
This will be launched shortly.
Kind regards,
Ed
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Post by MoneyThing on Mar 19, 2016 14:19:34 GMT
Hi. I notice that the tax statement pdf does not include the company name, just the personal name and username. It also says "... of paul123's MoneyThing account ..." but that isn't true - it should say "... of Company Name's MoneyThing Account ..." Simple change to the xslt ? Thanks for pointing this out, will get this fixed. Regards, Ed.
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Post by solicitorious on Mar 19, 2016 21:06:36 GMT
Small bug.
The Live Loans page is not sorting correctly by LTV. BPF370 and MT367 are always at the top/bottom.
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Post by MoneyThing on Mar 19, 2016 22:17:33 GMT
Small bug. The Live Loans page is not sorting correctly by LTV. BPF370 and MT367 are always at the top/bottom. Thanks solicitorious. We will get the fix included in the next release (circa Wednesday). Regards, Ed.
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Post by MoneyThing on Mar 23, 2016 16:04:46 GMT
Afternoon,
Just a quick update with regards to the next release. Whilst it is ready to go, we are just allowing an extra day's (perhaps two), testing before release.
This will include a couple of bug fixes (column sorting correctly & company name in Tax statement), as well as a Borrower Identifier column & auto-renewal option (plus a few other enhancements).
Kind regards,
Ed
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Post by MoneyThing on Mar 23, 2016 18:53:18 GMT
Afternoon, Just a quick update with regards to the next release. Whilst it is ready to go, we are just allowing an extra day's (perhaps two), testing before release. This will include a couple of bug fixes (column sorting correctly & company name in Tax statement), as well as a Borrower Identifier column & auto-renewal option (plus a few other enhancements). Kind regards, Ed (And also allowing multiple bids in the first 24hrs up to the bid limit & adding LTV to My Loans for the Excel export).
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SteveT
Member of DD Central
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Post by SteveT on Mar 24, 2016 9:15:02 GMT
Looking forward to it!
I don't suppose Shuang has also snuck in some means to aggregate multiple small holdings in the same loan into a single loan-part? Alternatively to the earlier suggestion of a "sell them to myself" button, it could perhaps be set up to happen automatically at each monthly payment date (I guess there might need to be a lender opt-in as some might prefer to retain individual parts with their original purchase dates)
[On reflection, a "sell them to myself" ("Aggregate Parts" ?) button on the loan page might still be the simper option]
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jonah
Member of DD Central
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Post by jonah on Mar 24, 2016 10:56:44 GMT
I would prefer an aggregate function over a sell to myself function, if only to help keep the ratio of sold vs repaid parts nice on the tax return.
That said, a feature doing this by whichever means would be great.
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Post by MoneyThing on Mar 26, 2016 8:55:46 GMT
Morning,
The platform has been updated and the new release deployed last night. Please see summary below:
Bugs:
1) Column sorting on LTV now fixed 2) Company Name now added to Tax Statement (if applicable)
Additions/Changes:
3) Country field added to application page (to allow for lenders from different countries) 4) Hiding unsold loan parts for already repaid loans 5) Splitting the final capital (& interest), repayment into two separate transaction records
New Features:
6) Auto Renewal column added which is made available for all loans where a lender holds a position. (At the moment this is available on all loans, however we may remove this option on loans where we know that the loan will not be renewed). 7) LTV added to 'my loans' view (and Excel export) 8) Multiple bids now possible up to the bid limit in the first 24hrs 9) Top line navigation simplified to reduce number of clicks 10) Borrower code moved to start of title and segregated out in the Excel export
We have spent some time testing this, however should anyone notice anything we have missed pleased message in as we are available on standby.
Kind regards,
Ed
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n
Member of DD Central
Yet another Nick
Posts: 879
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Post by n on Mar 26, 2016 9:23:38 GMT
Morning, The platform has been updated and the new release deployed last night. Please see summary below: Thank you Ed - it is wonderful. I did notice a tiny, insignificant wrinkle. I clicked CONTACT on the top menu while logged in, then to get back to the live loans had to click LENDING, LOANS then LOANS.
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Post by MoneyThing on Mar 26, 2016 9:27:59 GMT
Morning, The platform has been updated and the new release deployed last night. Please see summary below: Thank you Ed - it is wonderful. I did notice a tiny, insignificant wrinkle. I clicked CONTACT on the top menu while logged in, then to get back to the live loans had to click LENDING, LOANS then LOANS. Thanks. Will look into this. Regards, Ed.
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ianj
Member of DD Central
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Likes: 520
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Post by ianj on Mar 26, 2016 9:42:29 GMT
Morning, The platform has been updated and the new release deployed last night. Please see summary below: Ed, I'm not aware of have read anything regarding the change of Borrower Codes following loan renewals, as per the three MP renewals in Pending Loans. I also have a statement entry today (CSP285) RENEWAL of (CSP210) Managed Portfolio interest payment. (retrospective change?) Have I missed something, is this intentional? Edit: from Live Loans (CSP327) RENEWAL of (CSP237) £70,000 Managed Portfolio - Electronics (CSP313) RENEWAL of (CSP232) Managed Portfolio - Electronics (CSP314) RENEWAL of (CSP234) Managed Portfolio - Electronics (CSP323) £100,000 Managed Portfolio - Electronics (CSP329) £50,000 Managed Portfolio - Electronics (CSP343) RENEWAL of (CSP253) £45,000 Managed Portfolio (CSP344) RENEWAL of (CSP252) £45,000 Managed Portfolio (CSP309) £70,000 Managed Portfolio (CSP312) RENEWAL of (CSP231) £50,000 Managed Portfolio (CSP268) £50,000 Managed Portfolio (CSP278) £50,000 Managed Portfolio (CSP272) RENEWAL of (CSP174) £20,000 Managed Portfolio (CSP302) RENEWAL of (CSP226) £20,000 Managed Portfolio (CSP304) RENEWAL of (CSP228) £20,000 Managed Portfolio (CSP305) RENEWAL of (CSP229) £20,000 Managed Portfolio (CSP358) RENEWAL of (CSP116) Managed Portfolio (CSP356) RENEWAL of (CSP114) Managed Portfolio (CSP263) RENEWAL of (CSP117) Managed Portfolio (CSP285) RENEWAL of (CSP210) Managed Portfolio (CSP286) RENEWAL of (CSP211) Managed Portfolio (CSP287) RENEWAL of (CSP212) Managed Portfolio (CSP288) RENEWAL of (CSP213) Managed Portfolio (CSP351) RENEWAL of (CSP108) Managed Portfolio (CSP353) RENEWAL of (CSP109) Managed Portfolio (CSP354) RENEWAL of (CSP110) Managed Portfolio (CSP355) RENEWAL of (CSP111) Managed Portfolio (CSP264) RENEWAL of (CSP118) Managed Portfolio (CSP357) RENEWAL of (CSP115) Managed Portfolio (CSP360) RENEWAL of (CSP107) Managed Portfolio (CSP303) RENEWAL of (CSP227) £20,000 Managed Portfolio
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