Account Dashboard (Overview) & "premade" report templates
It would be great to use the data already available inside the account, to show a basic dashboard overview… ie. expenses (with an option to filter by month, quarter, year, or custom) — income (same filters) — and an overall comparison of both.
Similar to the review available for each month, but on a higher scale.
In a similar way, it would be great to include some premade templates for reports… such as profit and loss by selected period (basically, those dashboards ive mentioned above, but in a pre-made report template) - and/or the ability to rerun an existing custom template we’ve made ourselves… so we can replicate it each month, knowing our settings are the same and we’re just wanting a new report for the most recent period.
Love the app, but can see so much more potential for it being used by small businesses and freelancers with a little bit more reporting functionality. It then gives enough of an overview and organising to replace needing really advanced accounting tools… esp because we can export to excel and share to accountants, etc.
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Comments1
ariel
Jan 30, 2025
Fully agree. It would be great to be able to customise and rerun reports (a year, a half-year, a quarter, according to my bookkeeping or tax declaration needs. After exporting a report I could check the content, add missing entries and re-export and re-export a table.
Similarly it would be helpful to customise the selection menu on the left side, instead of selecting by month I would like to be able to select “last quarter” or “last year”. This would be far more flexible when trying to find and organise entries.
As it is, when I use a custom search to look at specific entries and I edit one of them, I’ll fall back to the current month view and have to re-search.
Saving a search result and reassessing it vie the menu on the left would be amazing!
I love the app already, but there’s always room to improve :)