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

Feature Request

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.

Posted by Hung Nguyen ·
1 comment

Comments1

  • Hung Nguyen

    Team•

    Jan 21, 2023

    Current workarounds: I recommend creating a new workspace to completely separate expenses by year. As workspaces are unique in terms of data, you'll have to re-enter the vendors, categories, payment methods, etc.

    To create a new workspace, tap the workspace selector on the top right > Add New Workspace. Since unlimited workspaces is a premium feature, please contact us in-app (message icon; top left) if you need premium but can't afford it.