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In our previous system, we had certain labels named 'business'. It's important to note that these weren't exactly business-focused categories, but more general labels.
The
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upgrade journey
Our Aimaim: We've revamped our system to offer true 'business' and 'personal' categories to provide you with more functionality, including those nifty business tax references.
What Happens During happens during the Upgradeupgrade?
- If you never used the older categories, they'll simply vanish.
- If you did use them, they'll get a new name to avoid mixing them up with our newly introduced categories. For instance, an old 'business' category might be renamed to 'business expenses, old'.
- While we did consider merging old data with the new categories automatically, we felt it was best for users to decide on this to avoid any accidental mix-ups.
Suggestions
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after upgrading
Merging Old old with Newnew: If you want to blend your old categories with the new system, you might want to do this manually. This gives you control and ensures the smoothest transition.
Spotting the Differencedifference: Post-upgrade, real business categories will carry the label 'business expense'use Business Expense, while the older ones will simply be tagged 'expense' Expense.
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Keeping Your Datayour data: Even if you decide to downgrade, all your data stays intact. Your business categories will still be there, but they won't have those specialized business functions. What Premier Users Should Knowusers should know: After downgrading, Premier users won't be able to craft new business categories. Also, those handy business reports? Those will be off-limits too. Some Points points to Ponderconsider:
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