Feature requests: import/export and custom profit & loss reports

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How soon will import/export functions be available, and will that feature be for charts of accounts/categories as well as for transactions?

Will there be an ability to create profit and loss statements for custom time periods rather than just the fiscal year?

Thanks for jumping into this with a security focused option!

1 Answers

Amelia,

First of all -- thank you for kicking off our community! We're glad you're here!

Lets address each question sequentially:

How soon will import/export functions be available?

These could be available as soon as the end of the month!

Will that feature be for charts of accounts/categories as well as for transactions?

At the moment we only support revenue and expense accounts, so those would be the first to be included. Asset, liability, and equity account support will be added before year end. The ground work exists on the backend, however in order to make ends meet we had to launch without their full implementation.

Will there be an ability to create profit and loss statements for custom time periods rather than just the fiscal year?

Absolutely! We can add support for that as early as next week!

Thanks for jumping into this with a security focused option!

No, thank you, Amelia! Your support and validation of the market for this product are invaluable. You're helping to bring this concept from an idea into reality.

Make sure to subscribe to "product updates" on your profile page to be alerted when these features are available!