1+ for this, the current format is a counter productive mess, can’t it be left on the feed if you go on the the everyday tab then the individual account or something?
This exactly.
I have several crypto (excluded) transactions each day and it’s just a complete mess.
Honestly I would value a quick switch available easily in the all transactions view - not hidden away in settings. I would like to be able to quickly check what’s excluded and then filter them out.
I am going to ask the team to add an option in the settings.
It’s not a biggie for the majority of users, and before there was no literal explanation why “excluded” was not there.
It’s taking us a bit of time cause we have been overwhelmed with dark mode + technical debt work.
Are these transfers to crypto exchanges?
The excluded was firstly introduced cause our wealthsimple integration was making impossible to use All Transactions - they were returning every daily investment.
I think adding to settings might be too hidden? I’d love a more accessible switch instead of having to dig through menus. I do see the benefit in having excluded there, but also the benefit in toggling to hide.
We can test this, but I think it will be used by 1% of power users that know where to find it. The vast majority of Emma users have only 1 bank connected and don’t have a lot of internal transfers.
When you hit “Exclude” and it checks for similar transactions, would it be easier adding an additional prompt to ask if you want it hidden ? Should then shorten the journey.
It would also be interesting to understand where all these excluded come from? There might be an issue with the app.
I mean I live a very simple life: get a salary, make a few transfers and then use my credit card. I think I have something like 4 excluded per month.
Mostly crypto exchanges (coin for coin).
Also excluding a transfer from one account e.g. current account to a savings account.
The ones connected in Emma?
I favour an easy-to-access toggle on the transactions list too.
But if it goes in settings perhaps there could be a link / nudge on the page of an excluded transaction, alerting the user to the existence of the setting.
I have a lot of excluded because of how I envelope budget with starling goals, and transfer from one bank account to another if I pay on my CC, as soon as I pay with my CC. It’s more manual but keeps me closer to the money!
Any update?
I think a slider in recent transaction section would be perfect to switch between showing and hiding excluded easily
Would be great to hear an update.
It’s in our pipeline, but the team is busy with polishing analytics/budgeting (it will be faster) and working on interest rates for pots.
Disappointing news.