# Swipe to change category/add note

**URL:** <https://community.emma-app.com/t/swipe-to-change-category-add-note/4644>\
**Category:** Feedback & Ideas\
**Created:** [September 13, 2021, 8:31am UTC](https://community.emma-app.com/t/swipe-to-change-category-add-note/4644 "2021-09-13T08:31:44Z")\
**Posts on this page:** 12\
**Page:** 1

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**Author:** ![tom11](https://avatars.discourse-cdn.com/v4/letter/t/bbe5ce/32.png) [@tom11](https://community.emma-app.com/u/tom11)\
**Post date:** [September 13, 2021, 8:31am UTC](https://community.emma-app.com/t/swipe-to-change-category-add-note/4644/1 "2021-09-13T08:31:44Z")

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Just thought I would share an idea to help make managing the transactions list a bit smoother.

As in email/messaging apps - swiping left/right on transactions to shortcut to a particular action. For me these would be change category and add notes. But perhaps this could be customised, others might prefer add to group/split/exclude etc.

At the moment all require a couple of clicks, and this would be a slick way to speed up the process.

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**Author:** ![Gaoler](https://avatars.discourse-cdn.com/v4/letter/g/71e660/32.png) [@Gaoler](https://community.emma-app.com/u/Gaoler)\
**Post date:** [September 13, 2021, 3:11pm UTC](https://community.emma-app.com/t/swipe-to-change-category-add-note/4644/2 "2021-09-13T15:11:41Z")

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> [@tom11](#):
>
> all require a couple of clicks

Changing category is particularly tedious.

1. Open transaction
2. Tap category dropdown
3. Wait for Emma to find matching transactions (slooowly)
4. Select new Category (list can’t be sorted and there are no favourites, so this can also take a while)
5. Tap to acknowledge Category has been changed
6. Go back automatically to Transaction screen (not feed)
7. Tap back to feed

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**Author:** ![kia](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/kia/32/1743_2.png) [@kia](https://community.emma-app.com/u/kia)\
**Post date:** [September 13, 2021, 3:46pm UTC](https://community.emma-app.com/t/swipe-to-change-category-add-note/4644/3 "2021-09-13T15:46:35Z")

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Hello @tom11 👋

That’s an interesting idea and one that we’ll definitely discuss within the team. Would it be helpful for additional actions to show as a drop down menu when you swipe or something you configure beforehand in the settings?

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**Author:** ![tom11](https://avatars.discourse-cdn.com/v4/letter/t/bbe5ce/32.png) [@tom11](https://community.emma-app.com/u/tom11)\
**Post date:** [September 13, 2021, 4:12pm UTC](https://community.emma-app.com/t/swipe-to-change-category-add-note/4644/4 "2021-09-13T16:12:01Z")

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Hi @kia!

I think a drop down menu would clutter things a bit - so in settings!

The gesture I’m thinking of is already in iOS mail/messages/notes/reminders etc so implementing it in the same way as these would be the most user friendly!

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**Author:** ![tom11](https://avatars.discourse-cdn.com/v4/letter/t/bbe5ce/32.png) [@tom11](https://community.emma-app.com/u/tom11)\
**Post date:** [September 13, 2021, 4:16pm UTC](https://community.emma-app.com/t/swipe-to-change-category-add-note/4644/5 "2021-09-13T16:16:57Z")

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> [@Gaoler](#):
>
> Changing category is particularly tedious

Couldn’t agree more. It’s the main thing I do when in the app and the process has always seemed clunky.

> [@Gaoler](#):
>
> list can’t be sorted and there are no favourites

Yeah I feel like sorting by ‘most recent’ would be the easy fix here. Seems silly having to scroll past ‘business’ and ‘education’ which I have never used, to get to transport right at the end which I use all the time.

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**Author:** ![edoardomoreni](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/edoardomoreni/32/9_2.png) [@edoardomoreni](https://community.emma-app.com/u/edoardomoreni)\
**Post date:** [September 13, 2021, 4:38pm UTC](https://community.emma-app.com/t/swipe-to-change-category-add-note/4644/6 "2021-09-13T16:38:07Z")

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> [@Gaoler](#):
>
> - Wait for Emma to find matching transactions (slooowly)

We noticed this too and have an open ticket to fix it.

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**Author:** ![edoardomoreni](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/edoardomoreni/32/9_2.png) [@edoardomoreni](https://community.emma-app.com/u/edoardomoreni)\
**Post date:** [September 13, 2021, 4:39pm UTC](https://community.emma-app.com/t/swipe-to-change-category-add-note/4644/7 "2021-09-13T16:39:55Z")

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For transaction editing, we have the advanced one (Emma Pro) that should is super fast.

 ![IMG_266805C898DD-1](https://canada1.discourse-cdn.com/flex030/uploads/emma_app/original/2X/5/552b192c83427b756864565daacbacb8ece40dac.jpeg)

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**Author:** ![Gaoler](https://avatars.discourse-cdn.com/v4/letter/g/71e660/32.png) [@Gaoler](https://community.emma-app.com/u/Gaoler)\
**Post date:** [September 13, 2021, 5:11pm UTC](https://community.emma-app.com/t/swipe-to-change-category-add-note/4644/8 "2021-09-13T17:11:28Z")

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Yeah, this definitely speeds things up. Swipe right to change single transactions - taking you straight to the category selection screen - would be great though too… Probably needs a bit of thought to create a really slick experience 😌

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**Author:** ![edoardomoreni](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/edoardomoreni/32/9_2.png) [@edoardomoreni](https://community.emma-app.com/u/edoardomoreni)\
**Post date:** [September 14, 2021, 8:48am UTC](https://community.emma-app.com/t/swipe-to-change-category-add-note/4644/9 "2021-09-14T08:48:12Z")

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The first time I saw this was in the N26 app. It’s totally doable and a simple patter, we can definitely think about it.

I still think that maybe this could be also solved by “Transactions to review”.

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**Author:** ![lobbers](https://avatars.discourse-cdn.com/v4/letter/l/48db29/32.png) [@lobbers](https://community.emma-app.com/u/lobbers)\
**Post date:** [September 17, 2021, 8:55am UTC](https://community.emma-app.com/t/swipe-to-change-category-add-note/4644/10 "2021-09-17T08:55:12Z")

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I like this idea.

Personally, I think this screen below could be dropped if there’s only one transaction being edited. It’s an extra click for a user when they can see the change on the following screen anyways.

 ![image](https://canada1.discourse-cdn.com/flex030/uploads/emma_app/original/2X/e/e755155ed90b41311e85ffbe662959a0c5a52eaf.jpeg)

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<div class="post-metadata">

**Author:** ![edoardomoreni](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.emma-app.com/edoardomoreni/32/9_2.png) [@edoardomoreni](https://community.emma-app.com/u/edoardomoreni)\
**Post date:** [September 17, 2021, 10:10am UTC](https://community.emma-app.com/t/swipe-to-change-category-add-note/4644/11 "2021-09-17T10:10:19Z")

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> [@lobbers](#):
>
> Personally, I think this screen below could be dropped if there’s only one transaction being edited. It’s an extra click for a user when they can see the change on the following screen anyways.

The original idea was to keep it the first few times and then drop it.

We thought the user should know the app learns from editing.

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<div class="post-metadata">

**Author:** ![lobbers](https://avatars.discourse-cdn.com/v4/letter/l/48db29/32.png) [@lobbers](https://community.emma-app.com/u/lobbers)\
**Post date:** [September 17, 2021, 4:22pm UTC](https://community.emma-app.com/t/swipe-to-change-category-add-note/4644/12 "2021-09-17T16:22:28Z")

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> [@edoardomoreni](#):
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> We thought the user should know the app learns from editing.

I agree it’s good the first few times (although it’s right at the bottom of the page well below the CTA), so do people read it?

> [@edoardomoreni](#):
>
> The original idea was to keep it the first few times and then drop it.

I like the original idea.
