Hey guys,
@Joel was playing around with this screen and came up with this solution in order to display the categories in the transactions list.
What do you think?
Hey guys,
@Joel was playing around with this screen and came up with this solution in order to display the categories in the transactions list.
What do you think?
I like the look of this. Clean and clear
I suspect I’d prefer it under the transaction/merchant name and with a smaller gap. However this is just nitpicking at minutiae. I’ll be pleased with categories in transaction list regardless of exact design.
It’s a no for me, unfortunately.
Agreed 100%, I associate the category with the merchant, not the price.
It feels out of place next to the money, and I lose track of which one it applies to when looking back and forth.
Bravo, exactly what we need, as Alex said, nice and clear.
This works for me. I believe a category ties more to the money spent than where it was spent. I can go to Boots, Home Depot, Walmart or any large store which sells a wide range of products, and it won’t always be the same expense category.
ahahha why?
Do we have space?
I think it would, as the other user suggested,
Left align it under the merchant, and make it just a little closer to being underneath (line spacing)
Not sure how long it would take to try that / mock that up?
It would be lovely to be able to tap the category name and go straight to the list of categories to change the category…
I think it works really well. Regardless of the location of the category, it’s better than as is. I like it under the price… less cluttered that way and I see it as the cost attributed to that category. What would be useful is to be able to select a number of transactions and then simultaneously change their category to a specified category without having to go into each one separately.
The only concern I had was when notes were there. Because notes go directly underneath the merchant, I was worried that it would be too cluttered to also put the category of the transaction there
That makes sense. I forgot that happens when there is a note. I suppose instead of text from the note you could have a small icon indicating the transaction has a note associated with it.
Whilst I really value the ability to add notes I don’t really need to see the note in the transaction list. An icon indicating presence of a note would suffice.
We are going to roll this out in a test this or next week to see if it improves things!
Category belongs with the transaction imo as it is in the screenshot not with the merchant. As others have said many merchants cover a wide range of categories.
Main question is… did you win quiz night?
Well, you have a very similar layout on Analytics tab…
What about notes?
Didn’t know they existed )
Well notes can override categories but I don’t think many people are actually using them
Well notes can override categories
It does make sense.