After a bit more of a comprehensive review, here are some more comments:
1- Tracking income vs. expenses is difficult. Maybe color code income in green and expense in red. This becomes especially difficult when clicking on the recurring tab.
2- Optional stop date needed for recurring transactions. I can't configure a recurring expense (such as payment in installments) over the next 3 months.
3- Recurring expenses by named months. I have recurring expenses that occur each month, except during the summer (such as childrens' school tuition). I'd like to configure income/expenditure for all months of the year, except July/Aug.
4- Recurring transaction sorting. I'd like to sort by any column in desc & asc order.
5- Transaction Categorization. I'd like to group expenses/income transactions by custom categories: Utilities, Housing, Bank etc. When creating a new transaction, I can choose which category to enter it under.
Great work! I look forward to future developments.
Comments
After a bit more of a comprehensive review, here are some more comments:
1- Tracking income vs. expenses is difficult. Maybe color code income in green and expense in red. This becomes especially difficult when clicking on the recurring tab.
2- Optional stop date needed for recurring transactions. I can't configure a recurring expense (such as payment in installments) over the next 3 months.
3- Recurring expenses by named months. I have recurring expenses that occur each month, except during the summer (such as childrens' school tuition). I'd like to configure income/expenditure for all months of the year, except July/Aug.
4- Recurring transaction sorting. I'd like to sort by any column in desc & asc order.
5- Transaction Categorization. I'd like to group expenses/income transactions by custom categories: Utilities, Housing, Bank etc. When creating a new transaction, I can choose which category to enter it under.
Great work! I look forward to future developments.
Thanks for the awesome feedback.