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Post by newlender on Jun 30, 2017 7:25:52 GMT
Is it just me or do others find it irritating that we have to scroll down to the bottom of the Investing and ISA pages to find the total that we have in that product? IIRC it used to be right at the top under the old system. One summary page outlining everything we have at a particular point would be even better.
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aju
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Post by aju on Jun 30, 2017 12:34:14 GMT
I think I mentioned this to zopa in a popup survey I got yesterday or the day before but not holding my breath.
I checked and I can see each product on the individual dash board at the top just like the old system. Is that not correct then
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Post by newlender on Jun 30, 2017 16:33:32 GMT
Yes, but the final total is right at the bottom. If you go to the Loan Book tab the total invested is the first thing you see, but this doesn't include cash in Holding, queued and so on. I'd like the same format for the summary tab and a new tab showing the grand totals.
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aju
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Post by aju on Jun 30, 2017 17:23:41 GMT
I'm on the same page now I see what you mean. Seems a bit odd that they leave the maths until the bottom. Seems to me there is enough space to put the total in as well.
I had mentioned to Zopa about the need for a Top level dashboard that has all the investments listed together as well. One thing I'm struggling with also is identifying my account with my OH as we have almost the same investment levels, pennies different so when I come to do the monthly round up I get confused which account I'm in. Thankfully I don;t have that issue with the banks ;-).
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Post by misotu on Jul 1, 2017 9:19:15 GMT
I have the same situation with Mr Misotu - I asked Zopa to put the customer name at the top of the screen like banks and building socieries do in my feedback form.
I agree that it is odd that the "summary" section at the top of the page shows figures for total earnings, deposits and withdrawals but not the total invested.
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aju
Member of DD Central
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Post by aju on Aug 10, 2017 16:25:55 GMT
Looks like they heard one of us moaning as the totals are at the top now
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Post by newlender on Aug 10, 2017 21:41:05 GMT
Much better. Now, please can we have another tab which will be a summary of the totals in each category with a final grand total of the current value of all investments. Should really be tab number 1 actually so we'd have something like Overview Investing ISA . I've got an Excel sheet that reads values into an overview tab but of course I have to update it manually each time.
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