Something I spotted this time around when it came to ticking over to the new FY. Everything resets and it’s an effort to go through the invoices and expenses individually and use the calendar selector to get the data I require. I think two things might be useful here.
End of FY report which is a downloadable PDF/CSV and on the dashboard, whilst showing the current sales and expenses displaying the previous as well. This just makes it easier when filling out the self assessment section. I luckily had a screenshot from the last sale I made which was infinitely quicker than “filtering”. Having this at a glance would be better.
You’re also making use of previous year data in the highcharts barchart would be useful to track trends year-on-year. The data is there, I don’t think it would be a stretch to plug in that data into another series in the vis.