(Most-Wanted) Features

[edoardomoreni]

@bsheikh

Hi Ed. Great app. I don’t get enough from my Pro membership but I expect you will be rolling out more in what I hope is monthly releases.

I would like to offer up some candidates for any upcoming sprints:

• I would like to manually be able to adjust the date of an incoming salary payment. My example is that I get paid into my current account but then push an amount to a second current account which is the focus of Emma. This is my household outgoings account to which my partner also contributes the same amount. We have a standing order set for the last day of the month, regardless of it it’s a working day or not. There is no solution for this as your fixed date only goes up to 28th. This means I have some months where there is an income payment posted on 1st and on 31st. This throws all the budgeting out and I have tried every different criteria to solve it to no avail. Should be a straight forward story this one
• I would like to be able to change the name of a record but then change all same names records in one go. You force me to change ‘A CARLOS, 1245,1765’ to ‘Amber Carlos, Cleaner’ for every record individually. Hoping again, a straight forward story as you have this functionality for categorisation of similar records.
• You are missing a Category view. I want to be able to navigate to a list of categories and click on them to see the full list of records, and toggle between each month. Eg. TRANSPORT would show me split by month, which records are in there so I can easily reclassify
• You need an ‘anomaly’ button on records. I don’t want to ‘exclude an entry from analytics’ but rather have it shown there but not form part of my monthly average spend. For example, I spend £50 a month on furniture and plants etc but this one time I deposited £1k into my account and bought something big. This does not mean I budget for this in my household account.

Thanks, keep up the good work. Look forward to your reply. Out of interest , how many scrum teams you have and what is your release cycle like?

Hey @bsheikh, thanks for the great feedback! Feel free to Introduce yourself 👋!

1. I think custom date ranges will come at some point. This is already under our watch.
2. Yes, this is pretty straightforward, we just haven’t added it yet in Emma Pro.
3. Have you tried to search for the category? You can do this in Accounts.
4. This is a nice suggestion! More than happy to discuss it with the team.

We don’t do scrum.