When I tried uploading my actual statements, I realised I needed a way to edit the rules. You create rules based on your immediate needs and you try to make them generic. Unfortunately over time a different type of transaction comes along but gets caught in generic rule. One needs a way to analyse and correct this. Hence rules review is like a cleanup activity one needs to perform from time to time.
Interestingly, given the size and complexity involved it was completed surprisingly fast. Reuse and experience can improve productivity by a big factor.
Now for the big one. Creating custom reports. It's the same as creating your budget goals and tracking them over time. This is the one I've been moving towards all this while. It's now time.
No comments:
Post a Comment