Category feature

Feedback & Ideas
1

I’m a new user to Emma and as a start I was marking all purchases for the prev month with different categories. And for now I can do it only with selecting each purchase and marking it with category inside. But imagine that I had a vacation and all 20+purchases can be marked as holiday category. So maybe it’s better UX to

  1. Select category and mark all purchases to link it
  2. Be able to say that for this day all categories goes into one category
2

Hey @Lev,

if you tap see all transactions, there is an editing button top right corner (this is a premium feature) that allows bulk edits. :slight_smile:

3

It would be great for this to be present elsewhere - when searching for example. Basically every single transaction list view.

1 Like
4

Can you please share screenshot with this? I have premium and can’t find this button

5

IMG_8377
IMG_83771284×375 52.6 KB

There you go

6

Thanks!For me It makes sense to add the same button to analytics window, because most of the time you change categories there

2 Likes
7

Agreed - often I am looking through analytics at categories and then changing from there. Being able to bulk edit from every view where there is transactions would be really helpful.

8

Another +1 for bulk category / tag editing on other (ideally all) transaction lists.

It’s usually when I’m reviewing the transactions for a category that I see incorrectly categorised transactions and want to recategorise them.

1 Like
9

This exists - it’s called advanced category editing and it’s at the top of the transactions list. :slight_smile:

10

Bulk editing is only available on the main “Transactions” list.

As mentioned here…

…the request is to have the same bulk editing available on the other transaction lists, including:

  • Category list
  • Search results
2 Likes
11

+1 to have bulk edit on * Search results. It’s very limited usefulness when you have to trawl through the whole history of transactions.

2 Likes
12

Probably shouldn’t be on here so sorry, but I love being able to add my own new categories but have two frustrations:
1 They are held apart from the original categories
2 You can’t edit the name or delete the original ones if you don’t want to use them.

1 Like
13

I think we are going to make some improvements in the medium short term so that everyone can manage their own categories however they like.

14

Hey folks.

Just wanted to re-fresh the feedback about the Budgeting and Category feature.
From what I understand, it’s one of your core features (and the reason I’ve personally downloaded Emma). Hence the feedback about its accuracy and potential to grow.

  1. Context:
  • I have 11 categories.
  • I have enough money to live, but I’d like to “grow my financial hygiene” and spend less money on 2 categories: Eating Out with an average check which is higher than X $ (restaurants to eat with my wife, pubs to drink beer alone/with mates), Shopping (avoid emotional purchases that are higher than Y $).
  1. Issue:
  • Eating out, Shopping are constantly going to “General” category.
  • I regularly get annoyed with “teaching Emma” to remember pubs and restaurants as Eating out category. I’m less annoyed with Emma not getting small stores as Shopping category but always have a little hope that it will. :slight_smile:
  • Other categories that are obvious to me (as a naive, demanding customer) but not to “Smart Emma”: Entertainment (often puts pubs here) and custom category “Coffee” (logically, it doesn’t automatically puts Coffee shops here, but it would be amazing smart feature if it could).
  • I don’t know how do you track Categories, but I’d assume that integrations with ePOS/eComm companies could help to improve accuracy. I haven’t researched the subject, so pls take it with a grain of salt.
  1. Proposal.
    If I look at users from a dimension “Level of financial literacy”, I would propose:
  • User Segment 1: entry.
  • Problem to solve 1: impulse purchases.
  • Solution 1: spending limits that blocks transaction value above X for Category Y.
  • User Segment 2 (myself included): intermediate.
  • Problem to solve 2: quick analysis to grow self-awareness about my purchases and how they affect when will I have a good holiday or buy my first home.
  • Solution 2: smart recommendations (notifications/reports) about jumps in spending and potential reasons (merchant, time of the day, type of purchase, etc) and its connection to Savings account.

Hope you’ll find it useful. You might run a proper cust dev, but for me personally - budgeting accuracy is the decision factor for Annual Subscription renewal. The “smart recommendations” feature (for budgeting) is the decision factor to upgrade.

Thank you,
Artur