Emma 3.0 Designs

[jamesb]

@o99

As an aside, if Net Worth had been called “All accounts” I would have been more likely to tap it earlier.

Sounds like this could just be solved with some nice onboarding steps for new users.

[edoardomoreni]

@o99

As an aside, if Net Worth had been called “All accounts” I would have been more likely to tap it earlier.

We can definitely test this

[Gaoler]

@edoardomoreni

It might be more “challenging” to check Cash and then Savings, but again, I think we can make the Cash screen swipe left or right to go to the next sections

Swiping has been lost in analytics. Eg if I open a category for this month, I’m sure I used to be able to switch between months within the category (at least with tapping?), whereas now I need to go back or and select the month. Makes month on month comparison tricky!

[Gaoler]

What is the logic for order of accounts and categories?

Accounts appear seemingly in random order eg in

Cash/Debt etc within each of the account lists
Smart rules creation
Split transaction category dropdown

@o99

mainly interested in my current accounts, credit cards, and savings so these would be the three that I would star for appearance on the feed

Definitely keen on a favourites/starred feature, but just the ability to reorder accounts (like chase!) would be great too.

[edoardomoreni]

You can still do this in Analytics.

For budgeting, we can add it back.

[Gaoler]

Yes - sorry. It works under Analytics breakdown but not under Category budgets

[o99]

Posted the following in another thread - it’s a general suggestion, but was prompted by the app re-design

Pending transactions sub-total

Reviving this topic as I’m interested in whether it was ever given consideration? Furthermore, with the new design, my previous suggestion based on the “This Week” card is perhaps no longer relevant. Within the new design I think it would be really useful if there could be better visibility of pending transactions within Analytics. I believe I’m correct in the following understanding of how Analytics behaves: Spending total is the sum of category totals Although pending transactions are list…

[Rw_82]

There’s an old feature I used to find helpful, especially when trying to improve my credit score and tackle debt. A progress bar showing credit utilisation on credit cards with %age used.

[edoardomoreni]

@Rw_82

A progress bar showing credit utilisation on credit cards with %age used.

Where was this?

[Rw_82]

This was quite a while back, but was underneath each credit card. Unless I’m getting mixed up with another platform.

[edoardomoreni]

I think you are.

[marco]

Hi Team, I was wondering if there has been any development on this topic which was raised some time ago? Thank you!

Budget annual spending

Hi, I’m a Emma pro user. I’ve read this old conversation about adding a feature to set annual (instead of monthly) budgets for certain spending categories. Is this now available? Thanks

[Rw_82]

Shame, could swear it was on here. Worth looking into if it’s possible to add to any feature wish list

[Ozz]

Hey, loving the design feels cleaner and smarter when using the app. A few points from me:

(1) One small, but important thing, I think is how “cash” is defined on the dashboard. This includes savings. Whereas I think cash should be like everyday money for spending on groceries, entertainment, bills etc. Whereas “savings” I think should be an entirely separate category. The idea is to save this money over a period of time, not spend it. So seeing it lumped in with cash I think is unhelpful for buying better money management skills. I feel that’s extra important with the cost of living pressures everyone is under at the moment.

(2) the underlying issue with reading transaction data from Starling ‘Spaces’ is still there so spending data from a seperate space is lost entirely.

(3) getting help and setting are now buried under your ‘pic’ making them less clear to find. It might be helpful to have a standard gear icon for these settings instead of your pic so it’s easier to find.

(4) Dark Mode please

(5) Icon for ‘Holidays’ is strange - love heart and a ship? I think Sun / Beach Umbrella and Chair / Island and Palm Tree and more universal signs of a holiday.

(6) it would be great to be able to mass apply tags. Right now mass edit only includes categories.

[grant.m]

Cash and Savings should be separate.

Dark Mode is a must.

[edoardomoreni]

I agree on Dark mode and releasing a new design with consistent components through the app was the first step.

[Gaoler]

When creating a smart rule, it shows you the number of detected transactions, but tapping on detected transactions doesn’t open a screen to show you what it’s detected anymore.

Intentional change? Bug? Just me?

[edoardomoreni]

@Gaoler

Intentional change? Bug? Just me?

More like a bug, let me check.

[o99]

@Ozz

One small, but important thing, I think is how “cash” is defined on the dashboard. This includes savings. Whereas I think cash should be like everyday money for spending on groceries, entertainment, bills etc. Whereas “savings” I think should be an entirely separate category. The idea is to save this money over a period of time, not spend it. So seeing it lumped in with cash I think is unhelpful for buying better money management skills. I feel that’s extra important with the cost of living pressures everyone is under at the moment.

I like having separate on feed too. If you choose not to enter any investment accounts into Emma it does actually keep cash and savings separate on the feed….

This is an incentive for me to avoid adding external Investment accounts, and I guess also using any Emma Invest accounts that Emma might introduce in the future.

[grant.m]

Same for me