1) Probably it would be better to add new button for “Reports” next to the one for “Filter”, now types of reports are hidden in menu for Filter
2) In Filter I propose to add for time predefined periods – Current month, Last month, Current year, Last year
Budgeted / Actual
3) In Budgeted/Actual I propose to sort the amounts in reports based on actual amounts, not based on budgeted amounts OR add a possibility to show only Actual without Budgeted
4) In Budgeted/Actual I propose add a button “Transactions” to show transactions of currently showed income / expense group for selected time period
5) In Cash flow the line chart does not have any meaning for me, it is not clear what is shown there and how to interpret it
6) Bar chart for Cash flow is better, but also it is hard to interpret whether incomes are greater or less than expenses, because of one is above, the latter is below the line, also Actual with budgeted is mixed together, I would propose to have a possibility to choose, whether to have Budgeted or Actual shown, and whether to have Incomes and/or Expenses shown
Proposals for improving REPORTS
(2 posts) (2 voices)-
Posted 1 year ago #
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