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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Upvoters
Status

In Review

Board

💡 Feature Request

Date

Over 1 year ago

Author

An Anonymous User

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