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Container or Folder past years reports
Nemesis1022
Expensify Customer Posts: 1 Expensify Newcomer
Hi, I reached out to support but the suggested putting it in here. I’d like to be able to take my 2019 reports and put them in a "folder" or container, so I don't see all of them when I go into reports, but they are still available on your service and accessible? Like an archive container that’s still accessible.
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Hi @Nemesis1022
Welcome to the Community!
What a fantastic suggestion and you already have a couple of votes! If you haven't already, make sure you vote for your own idea.
We'll watch to see how this idea tracks and if it generates enough interest, we may consider putting it in our pipeline.
Thanks! -
If it could be done by Financial years that would be good, but the only thing to think about is some reports can include expenditure from two months or more. If Expensify could link to banks to get reports by statement period that would make this easier.
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@cparsons - Expensify supports direct connections to many of the most popular banks and expenses will be imported from the bank as they post to your bank account.
If you'd like to import expenses one statement at a time, CSV import is your best bet.
We'll monitor this idea as it gains steam and update it with any changes it prompts. Take care!
