Remember Payers

  • 2
  • Idea
  • Updated 2 years ago
  • Not Planned
It would be awesome if "Payers" of Income were remembered/recorded and auto-suggested in the same way "Payees" of outgoing transactions are. Auto-suggest saves me so much time entering expenses, I would love to see it for entering income, too.
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Yoshua Wakeham

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Posted 5 years ago

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Becky Huang, Official Rep

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Hi Yoshua,

Thanks for the suggestion! On the web, you can schedule your incomes to automatically repeat so that you don't need to manually create them each time. If the amount varies, you can edit the amount before or after your income posts.

To create a scheduled transaction, check off the "Schedule this..." check box before you save your income on the web.
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Informatikpower

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Hi Becky, Hello Goodbudget-Team,
I am having a little business and I have many customers. I am doing mobile riding lessons.

I would love to track these income, but without Remembered Payers my resulting CSV Sheet for taxes would not be accurate, because f.e. typos.

I also can't shedule the income, because they call me when they need help with their horse. This could be one time after 14 day, the other time it is after 7 days and so on.
It would make no sense to shedule it, it would actually mess Goodbudget up. So it is not regular and I can't rely on it.
For every lesson I have 2 Transactions, one for Business "income" and one for the travel towards them. It is actually no good workflow to type in the name every time that persons receives a lesson and for that two times, because of the split...

I hope you have an suggestion how to resolve this issue.

Thank you very much
Daniela
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Karisa Russell, Official Rep

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Hi Daniela, 

To clarify, whenever you give a lesson, you create two separate transactions. The first is an Income transaction, and the other is an Expense for the travel to the location. Is that right? 

Unfortunately, I don't think there's an alternative that will make adding these transactions faster. Like you've said, because these transactions are not predictable, it makes sense to add them manually when they happen. 

I does seem like Remembered Payers would be a helpful feature for you, as it would make typing in that field a bit faster. For now, I've added your vote of incorporating Remembered Payers to our request features tracker. 

I hope this helps for now. 
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Informatikpower

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Hi Karisa, fingers crossed that it becomes a priority :)
Thank you very much!
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Informatikpower

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Hello Karisa, Hello Goodbudget Team,

you recorded my request on your feature tracker 3 years ago.
How is the status of this?

"I does seem like Remembered Payers would be a helpful feature for you, as it would make typing in that field a bit faster. For now, I've added your vote of incorporating Remembered Payers to our request features tracker. "

Thanks
Daniela

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Karisa Russell, Official Rep

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Hi Daniela, 

Thanks for checking in on this. Unfortunately, we are not working on an enhancement like this at this time. I'll plan to update the thread is that changes. 

Thanks again