I have just completed my first year as a PTA treasurer using QuickFile (very pleased so far!). I used project tags to separate our income/expenses for reporting on individual events. Now I am in the second year, I don’t want last year’s project tags to be included in this year’s figures. For example, last year I would tag ‘Christmas fayre’ and want to use that tag again this year but without bundling the two years together. Should I set up ‘Christmas fayre 2025’ or is it best to delete all last year’s project tags and start again for this year? I am thinking we might end up with a crazy number of project tags in years to come if I re-label each year. I am presuming that, since last year is now done and dusted that I won’‘t need to look back on the project tags? I do have the info transferred into a powerpoint doc for our AGM.
Hope this makes sense!
