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Organising expenses quarterly

YV
2021-10-12

Question

Dear

Can I organise my expenses quarterly? Also, I cannot see the description of the product in the summary of expenses. That’s a shame because I can’t see which product the expense relates to. I sometimes make several purchases from Amazon, but I have to click around to see which product it is.

Can I change this?

Hello,

Thanks for the tip! Organising by date (and therefore by quarter) is actually something we can add relatively easily, so we'll add it to our to-do list to implement in Dexxter.

Regarding the product description: you can fill in this reference in the "reference" field. You will find this input field when entering an expense in step 2) basic information.

We now deliberately display this reference in the expense summary screen (between the supplier column and the date column). Because the question had indeed been raised that it would be nice to have a personal note directly visible in the summary screen of the expenses, you can do this via the "reference" input field. Thank you for the tips, so we can continue to improve!

Dear

I switched from Cashaca, where the quarterly expenses summary was very useful. I hope you will implement this too.

Thanks in advance.

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