I would say it has to at least be excluded from analytics, I wouldn’t want my ‘extraordinary’ expenses polluting my analytics but I would still want to find them easily by using a category (you could use a tag but I think it offers different semantics). However, under that assumption, it should be excluded as well from budgeting. I don’t where else are categories used.
My take is that excluded or not should be a separate property and not a category but you could still apply the same rules as the current excluded category.
I also wonder if it would make sense to run a UX research or maybe even A/B tests in this particular feature.
Please add the “transaction inbox” feature from Moneyhub. My main use for Emma is going in to rename and categorise transactions. Then I can use all the fun stuff. It’s a pain having to scroll through the full transaction history to try and find new ones.
Hi - can we get networth chart for more than 1 year? Just started using Emma, I think 1 year later I would like to see how I have progressed. Without this, I might have to cancel subscription altogether and use excel.
It’s been several years since I tried Moneyhub, and I’m not sure if I’m remembering Moneyhub or Money Dashboard, but I seem to remember feeling that one or both of them were very high maintenance in requiring me to take some kind of action/decision on every single transaction. If that’s what this transaction inbox feature is I disliked it personally. So if you introduce something like what I’m remembering, I’d hope it would be optional.
Opt in sounds like it would work. Moneyhub also had an “accept all” button (so just accept all the default categorisations). It was sort of opt in anyway, as you could just ignore it and all transactions would appear in the existing feed anyway.
That seems like best of both worlds. I definitely don’t think you’d want every transaction to have been approved before it appears on the main transaction feed
