Separate workspace data by year or month (reports, expenses, etc.)

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.

Upvoters
Status

In Review

Board

πŸš€ Feature Request

Date

About 3 years ago

Author

Hung Nguyen

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