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  • Retiring is a soft delete

  • Retired expense types must…

    • Not be selectable on the multi-select expense type view for new expenses created post-retirement

    • Still appear as a potential filter (with some sort of visual treatment, e.g. “Mechanical (retired)”) elsewhere in Finances V2.0

    • Continue to show up as a category in reports, lists, tables elsewhere in Finances V2.0

  • Previously created expenses of the retired type must…

    • Be visible in lists and tables elsewhere in Finances V2.0 (per filter criteria)

These treatments☝️ are not in scope for this epic, but are helpful in framing future work in the Finances V2.0 module.

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When creating a new expense type, we should …

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