How bout a way of having icons or shortcuts to recurring tasks? I make a lot of journal entries and use that screen continuously. I am sure that there are others that use different screens in the same manner.
One way I use it is as follows:
- Use debit card for meal and entertainment purchase.
- Leave cash tip for server.
- Download bank statement.
- Import statement with current transactions.
- Allocate transaction in manager.io to proper GL accounts.
- Click journal entries.
- Click make new journal entry.
- Enter transaction for cash tip.
- Click bank accounts.
- Click checking account.
- Back to step 5.
If there was a way to make that journal entry on the fly it would really save time.
This maybe included in a bigger schema of flexibility that you are addressing.