# BalanceSheet

Track personal and company income, expenses and receipts in shared workspaces, with categories and separate totals for each currency\.

**Status:** In progress · **Platform:** Web

Live site: <https://balancesheet.dev/>

Track personal and company income, expenses and receipts in shared workspaces, with categories and separate totals for each currency.

## Work log

### 13 November 2026 · IST

#### Faster record entry and monthly summaries

- Added an Add another option for repeated record entry, keeping selected defaults after successful saves and preserving retries when an attachment fails\.
- Added searchable currency choices and grouped payment methods, with consistent precision for existing amounts and clearer original\-currency details\.
- Made filters apply as they change, added removable filter chips, and opened the overview on the current calendar month with month navigation and an all\-time view\.

### 12 November 2026 · IST

#### Clearer categories and safer record workflows

- Separated active and archived categories and payment methods, added income and expense filters, and moved editing into dialogs\.
- Added category record counts, last\-used dates and links to filtered records; invalid filter changes now preserve the current results and URL\.
- Made new\-record dialogs close after successful record and attachment saves, with clearer recovery when management data or permissions change\.
- Added public\-page search metadata and Markdown responses for clients that request them, while keeping normal browser pages unchanged\.

### 10 November 2026 · IST

#### Account settings and soft deletion

- Added an account page with password\-confirmed soft deletion that retains records and blocks deletion while the account owns a company workspace\.
- Added account\-access and session cleanup checks, and clarified account deletion on the legal pages\.