Abstract: A method for managing a plurality of financial documents using a financial management application (FMA). The method includes performing a plurality of activities of the FMA, recording, in an activity feed, the plurality of activities and metadata describing characteristics of performing the plurality of activities, selecting, in response to a user request to undo a first activity of the plurality of activities, the first activity from the activity feed, selecting, based on the metadata and from the plurality of financial documents, a first financial document that was accessed by the FMA when performing the first activity, identifying, based on the metadata, a first result of the first activity on the first financial document, and modifying the first financial document to remove the first result of the first activity.

Abstract: A method for creating and distributing a workflow for performing a task in a financial application involves receiving an instruction from a workflow creator to begin recording the workflow, where the workflow comprises a chronological ordering of steps which include the task; at the behest of the workflow creator, a step within the workflow is generated; an action performed within the financial application is detected, where the action is an atomic portion of the task, and added to the step; input from the workflow creator to the financial application is detected and a prompt is added to the step; after the cessation of recording, a preview of the workflow is displayed to the workflow creator for approval; if the user approves, a workflow file including the workflow is created and uploaded to a server, which notifies financial applications that the workflow for performing the task is available on the server.