Settings and activity
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10 votes
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Rebecca Van Drunen
supported this idea
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52 votes
Appreciate the detail, and thanks for raising this here in the forums.
While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change.
An error occurred while saving the comment Rebecca Van Drunen
commented
It would be really great to be able to cusomize how you generally want to see the reports. For example, I rarely use the "gross" and tax" columns, and so every single time I run an account transactions report, I have to deselect these options.
I could create a custom report, but that requires selecting an account first. So then every time I run an account transaction report, I would need to deselect the "default" account and choose the one I want. I would also need to fix the dates (ie. an old custom report I made had dates from 2021 and I still need to correct the year every time I run that report).
There should be an option for each type of report to select the settings/columns/defaults for that report. Or an option for the user to choose which columns they'd like to see on the report.
Thanks!Rebecca Van Drunen
supported this idea
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87 votes
An error occurred while saving the comment Rebecca Van Drunen
commented
Would be so helpful! Also the ability to copy a receive money rule and change to a spend money would be great for recording deposits/refunds
Rebecca Van Drunen
supported this idea
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Definitely agree! The arrows can be visually confusing. It would be better to have the option to include or exclude them on reports.