When expenses, reports, and other workspace data are combined with other years/months, it can be difficult to manage. This is evident when it comes to reports created over the years.
Creating a new workspace for each year would work, but re-entering workspace data is not ideal.
Allowing users to start completely fresh or semi-fresh per year while allowing them to keep & manage their data, will result in better organization.
Proposals:
1) Default filter by year: This should be a default filter that's applied. It should show expenses/reports for only that year. Users should be able to easily switch to a different year.
2) Allow selected workspaces to sync or inherit vendors, categories, payment methods etc.: This allows a user to create a workspace per year without the need for a filter.
3) Option to hide or archive certain workspace data (expenses, vendors, etc.): Completely hide the data and have the ability to view hidden data.
In Review
π Feature Request
About 3 years ago

Hung Nguyen
Get notified by email when there are changes.
In Review
π Feature Request
About 3 years ago

Hung Nguyen
Get notified by email when there are changes.