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Need Enchachment

Feature Request

  1. While adding a transaction, the Category field should not be mandatory. It should be optional, similar to the Tags field. Making the Category field mandatory increases the time required to save each transaction.

  2. After submitting an expense or income, the transaction entry form should remain open instead of closing automatically. Currently, users have to click the "+" icon again to add another transaction, which is time-consuming. The form should stay open after each submission so users can continue entering multiple expenses or incomes without extra clicks.

Posted by Geo J ·
1 comment

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Comments1

  • Mike

    Team•

    Aug 7

    Hi Geo!

    Thanks for this request. I may split it up into two separate ones so we can track them both.

    For #1, are you saying you’d like to see the transaction be added as “Uncategorized” so you don’t have to categorize it while adding it? Then you’d just go and categorize it later once it’s been added?

    We can make it optional, but it would need to be automatically categorized to the permanent “Uncategorized” category.

    For #2, Agreed we could probably find a better way to quickly add transactions. Maybe a quick add spreadsheet type view or something that adds transactions inline. We’ll consider this one a bit more to see how we can improve this.

    Thanks for your feedback!