Less "friction" to add records
Hi,
I feel like there are some little inconveniences that “increase friction” - meaning require actions that could’ve been avoided in order to improve user experience. In my opinion, the fewer clicks user has to do in order to add a record, the more motivated he is to do that. So I’d like to share some suggestions about those inconveniences.
- Automatic rules & Category
I feel like at the moment automatic rules are kind of useless in a day-to-day usage.
I’ve set up a bunch of automatic rules to assign category based on the keywords in the Notes field. But when I add any record, I’m required(!) to enter the category manually, so I still have to do those additional actions and I don’t benefit from automatic rules.
Suggestion: Make Category field not required (or add a Settings options to change that). That way if a user creates a record without manually specifying Category, the record either goes to some default category (for example, “Unknown expences” / ”Other” or a user-defined default category) or the record gets the category assigned by the automatic rules.
Also, I noticed that automatic rules weren’t picking up all the records with specified keywords, when ran against imported data.
I imported 3 months of data with around ~300 records and was testing automatic rules to parse the records. Rules were working great on the last 30 days of data and were assigning category correctly, but for some reason not all of the records older than 30 days got processed by the rules (despite having the keywords in notes).
- Payment type
Please, add an option to Settings to set the default Payment type. Right now by default it is always set to “cash” and it’s very inconvenient to change it 90% of the time (for example for people using mostly cards).
Another way to achieve that would be to use Templates. But it still requires couple of clicks (to open the Templates list, then to select Template) - so having a Settings option to set default Template for adding records would be great too.
Also, I see that this only utilized on the Analytics page. Maybe would be nice to add some dashboards showing the expences grouped by payment type.