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Set/change default categories and payment methods

Open alct opened this issue 1 year ago • 2 comments

Hello, thank you for cospend-nc (edit: and gpxpod too, I did not realize it was from you as well) :)

Is there a way to change the default categories and payment methods (so that any new project starts with set categories and payment methods)?

If not, that would be a feature request.

PS. unless I am mistaken, the workaround for the time being (to avoid having to manually recreate everything) would be to export a project with desired settings ; import it ; remove the related bills. Would that do the trick? (I can't test it for the time being [see #228])

Edit: with #228 fixed, can confirm that the workaround mentioned above indeed works

alct avatar Oct 02 '23 13:10 alct

@alct I'm on the docker aio beta channel and just installed the update for NC 27.1.2. Tested again and importing of csv via ui works again!

Deathproof76 avatar Oct 07 '23 12:10 Deathproof76

Hey, I'm not sure it makes sense to have a set of default values for new projects. I think in most cases, categories and PMs are different in each projects.

It could help to have a feature to copy all categories or PMs from another project. One would create a new project, delete all its categories and copy them all at once from another project. So there could be more than one set of defaults. What do you think?

julien-nc avatar Nov 27 '23 12:11 julien-nc