Status: In progress Web

BalanceSheet

Track personal and company income, expenses and receipts in shared workspaces, with categories and separate totals for each currency.

Track personal and company income, expenses and receipts in shared workspaces, with categories and separate totals for each currency.

Work log

Faster record entry and monthly summaries

  • Added an Add another option for repeated record entry, keeping selected defaults after successful saves and preserving retries when an attachment fails.
  • Added searchable currency choices and grouped payment methods, with consistent precision for existing amounts and clearer original-currency details.
  • Made filters apply as they change, added removable filter chips, and opened the overview on the current calendar month with month navigation and an all-time view.

Clearer categories and safer record workflows

  • Separated active and archived categories and payment methods, added income and expense filters, and moved editing into dialogs.
  • Added category record counts, last-used dates and links to filtered records; invalid filter changes now preserve the current results and URL.
  • Made new-record dialogs close after successful record and attachment saves, with clearer recovery when management data or permissions change.
  • Added public-page search metadata and Markdown responses for clients that request them, while keeping normal browser pages unchanged.

Account settings and soft deletion

  • Added an account page with password-confirmed soft deletion that retains records and blocks deletion while the account owns a company workspace.
  • Added account-access and session cleanup checks, and clarified account deletion on the legal pages.