Revamp transaction presentation with custom title

The way the app presents transactions currently feels weird and inconvenient to me. First of all, it’s all centered around categories. You can’t even add a CSV without categories, which is a problem to me because my bank won’t give me a CSV with a category field, so I have to pre process it. In the demonstration mode there’s, for instance, a Netflix payment that looks beautiful, with an icon and everything, but it only works like that because Netflix is entered as category. That makes no sense, because Netflix is obviously the payee and categories shouldn’t be that granular because they lose their utility as a group of transactions.

My recommendation is to have a hierarchy of which field occupies the title of the transaction like MoneyWiz or BudgetFlow do. BudgetFlow even allows you to customize the hierarchy, which is great because it would allow me to set the payee as the transaction tittle whenever possible.

Also, it shouldn’t be necessary to have a category field in the CSV in order to import a transaction. Fix this by making the presentation of transactions customizable and not category-centric.

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Upvoters
Status

In Review

Board

💡 Feature Request

Date

4 months ago

Author

Augusto Caruso

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