Allow categories to be ordered
I want: when configuring categories to be able to set the order of appearance in the list and in the drop-down list in the register So that: have better user experience since certain expenses are more important than others Usability Heuristics: User Control and Freedom, Flexibility and Efficiency of Use

Ryan MacAlmon Over 1 year ago
π» macOS
Allow categories to be ordered
I want: when configuring categories to be able to set the order of appearance in the list and in the drop-down list in the register So that: have better user experience since certain expenses are more important than others Usability Heuristics: User Control and Freedom, Flexibility and Efficiency of Use

Ryan MacAlmon Over 1 year ago
π» macOS
Budget Into The Future
Right now, we can only budget in the immediate month. It would be great to budget into the future, especially for small businesses.

K Registration Over 1 year ago
π» macOS
Budget Into The Future
Right now, we can only budget in the immediate month. It would be great to budget into the future, especially for small businesses.

K Registration Over 1 year ago
π» macOS
Emoji for category icons
I want: to be able to select standard emojis as the category icon So that: I have a better visual of my transactions Usability Heuristics: User Control and Freedom, Flexibility and Efficiency of Use

Ryan MacAlmon Over 1 year ago
π±iOS/iPadOS
Emoji for category icons
I want: to be able to select standard emojis as the category icon So that: I have a better visual of my transactions Usability Heuristics: User Control and Freedom, Flexibility and Efficiency of Use

Ryan MacAlmon Over 1 year ago
π±iOS/iPadOS
Create a Sankey diagram report
I want: to see a Sankey diagram So that: I can better visualize cash flow Usability Heuristics: Aesthetic and Minimalist Design

Ryan MacAlmon Over 1 year ago
π» macOS
Create a Sankey diagram report
I want: to see a Sankey diagram So that: I can better visualize cash flow Usability Heuristics: Aesthetic and Minimalist Design

Ryan MacAlmon Over 1 year ago
π» macOS
Envelope register screen - color code in/out columns as red/green values
I want: to see the in and out columns in red and green values; respectively. The out values should also have a negative sign like elsewhere in the tool, reports. So that: there is more consistency in the user interface Usability Heuristics: Consistency and Standards

Ryan MacAlmon Over 1 year ago
Budget
Envelope register screen - color code in/out columns as red/green values
I want: to see the in and out columns in red and green values; respectively. The out values should also have a negative sign like elsewhere in the tool, reports. So that: there is more consistency in the user interface Usability Heuristics: Consistency and Standards

Ryan MacAlmon Over 1 year ago
Budget
Create a better support website with centralized help
On: Website I want: to have a centralized portal for help, with a centralized search engine So that: the user navigation to read FAQ, Articles, and product documentation is more efficient and more seamless. Usability Heuristics: Help and Documentation In this proof of concept (which took about a week to build), the Freshdesk platform offers a place for customers (a lot of this for free as well) to search for support content - with a global search engage in Live Chat submit cases Follow-up on cases - with better user experience instead of the email and the subject line being ticket number - which is confusing if you have multiple tickets open Customer Forums - where customers can engage with each other (replacing Reddit) and where the conversation can be quickly converted into a ticket for support

Ryan MacAlmon Over 1 year ago
Other
Create a better support website with centralized help
On: Website I want: to have a centralized portal for help, with a centralized search engine So that: the user navigation to read FAQ, Articles, and product documentation is more efficient and more seamless. Usability Heuristics: Help and Documentation In this proof of concept (which took about a week to build), the Freshdesk platform offers a place for customers (a lot of this for free as well) to search for support content - with a global search engage in Live Chat submit cases Follow-up on cases - with better user experience instead of the email and the subject line being ticket number - which is confusing if you have multiple tickets open Customer Forums - where customers can engage with each other (replacing Reddit) and where the conversation can be quickly converted into a ticket for support

Ryan MacAlmon Over 1 year ago
Other
Envelope register screen - allow simplified register
I want: to be able to turn on the simplified register on the envelope drill-down screen So that: I can have more flexibility in seeing transactions Usability Heuristics: User Control and Freedom, Aesthetic and Minimalist Design, Flexibility and Efficiency of Use, Consistency and Standards

Ryan MacAlmon Over 1 year ago
Budget
Envelope register screen - allow simplified register
I want: to be able to turn on the simplified register on the envelope drill-down screen So that: I can have more flexibility in seeing transactions Usability Heuristics: User Control and Freedom, Aesthetic and Minimalist Design, Flexibility and Efficiency of Use, Consistency and Standards

Ryan MacAlmon Over 1 year ago
Budget
Envelope register screen - allow sorting by date
I want: to be able to sort the envelope register screen by date So that: I can have more flexibility in seeing transactions Usability Heuristics: Consistency and Standards, Flexibility and Efficiency of Use

Ryan MacAlmon Over 1 year ago
π» macOS
Envelope register screen - allow sorting by date
I want: to be able to sort the envelope register screen by date So that: I can have more flexibility in seeing transactions Usability Heuristics: Consistency and Standards, Flexibility and Efficiency of Use

Ryan MacAlmon Over 1 year ago
π» macOS
Category Selection from the register nested subcategories
I want: see the category drop list to have nested categories indented instead of a string So that: the user experience from configuring categories and selecting the categories is more consistent Usability Heuristics: User Control and Freedom, Flexibility and Efficiency of Use, Aesthetic and Minimalist Design

Ryan MacAlmon Over 1 year ago
π» macOS
Category Selection from the register nested subcategories
I want: see the category drop list to have nested categories indented instead of a string So that: the user experience from configuring categories and selecting the categories is more consistent Usability Heuristics: User Control and Freedom, Flexibility and Efficiency of Use, Aesthetic and Minimalist Design

Ryan MacAlmon Over 1 year ago
π» macOS
Resize Fill Envelope Pop Up
When you click "Fill Envelopes", the pop up is a static size and it cuts off my category names. I'm unable to see what I'm filling, so the function is pretty much useless unless we can resize it to not cut off text.

K Registration Over 1 year ago
π» macOS
Resize Fill Envelope Pop Up
When you click "Fill Envelopes", the pop up is a static size and it cuts off my category names. I'm unable to see what I'm filling, so the function is pretty much useless unless we can resize it to not cut off text.

K Registration Over 1 year ago
π» macOS
Share category custom images between devices
I want: the category images to sync between devices So that: the user experience is consistent across the devices and does not require extra setup on the secondary device. Usability Heuristics: User Control and Freedom, Flexibility and Efficiency of Use, Consistency and Standards

Ryan MacAlmon Over 1 year ago
π» macOS
Share category custom images between devices
I want: the category images to sync between devices So that: the user experience is consistent across the devices and does not require extra setup on the secondary device. Usability Heuristics: User Control and Freedom, Flexibility and Efficiency of Use, Consistency and Standards

Ryan MacAlmon Over 1 year ago
π» macOS
Envelope register screen - show tags
I want: to see tags on the Envelope "category" register screen So that: I can quickly see more information about the transaction that I tag under the account register. Usability Heuristics: Recognition over Recall, Flexibility and Efficiency of Use Use case For example, I have a single shared category called shopping, but tags for different members of the family. when we purchase from the shopping category a tag gets assigned to that family member. When viewing the envelope/category register it would be great to see that. While I could great sub-categories as a workaround that would get cumbersome for a large family

Ryan MacAlmon Over 1 year ago
π» macOS
Envelope register screen - show tags
I want: to see tags on the Envelope "category" register screen So that: I can quickly see more information about the transaction that I tag under the account register. Usability Heuristics: Recognition over Recall, Flexibility and Efficiency of Use Use case For example, I have a single shared category called shopping, but tags for different members of the family. when we purchase from the shopping category a tag gets assigned to that family member. When viewing the envelope/category register it would be great to see that. While I could great sub-categories as a workaround that would get cumbersome for a large family

Ryan MacAlmon Over 1 year ago
π» macOS
More data on the information icon
I want: to see more data on the information icon (imported transaction details) So that: I can see more about how the bank is seeing this information, without going to the bank site Usability Heuristics: System and the Real World, Recover from Errors

Ryan MacAlmon Over 1 year ago
Transactions
More data on the information icon
I want: to see more data on the information icon (imported transaction details) So that: I can see more about how the bank is seeing this information, without going to the bank site Usability Heuristics: System and the Real World, Recover from Errors

Ryan MacAlmon Over 1 year ago
Transactions
Calendar Screen - Color Code Scheduled Income & Expenses
I want: to see the in and out columns in red and green values respectively So that: there is more consistency in the user interface Usability Heuristics: Consistency and Standards

Ryan MacAlmon Over 1 year ago
π» macOS
Calendar Screen - Color Code Scheduled Income & Expenses
I want: to see the in and out columns in red and green values respectively So that: there is more consistency in the user interface Usability Heuristics: Consistency and Standards

Ryan MacAlmon Over 1 year ago
π» macOS
Selection of the Tax code
I want: When setting up Categories on the Taxable check box - allow for the selection of the code after clicking on the question mark So that: the experience is more intuitive, the user does not have to recall the code after exiting the list Usability Heuristics: Recognition over Recall

Ryan MacAlmon Over 1 year ago
Configuration
Selection of the Tax code
I want: When setting up Categories on the Taxable check box - allow for the selection of the code after clicking on the question mark So that: the experience is more intuitive, the user does not have to recall the code after exiting the list Usability Heuristics: Recognition over Recall

Ryan MacAlmon Over 1 year ago
Configuration
Make Category Report Available on iPad iOs
I want: to see the category report on iPadOS and iOS So that: I get a continuity of usage across devices Usability Heuristics: Flexibility and Efficiency of Use, Consistency and Standards

Ryan MacAlmon Over 1 year ago
π±iOS/iPadOS
Make Category Report Available on iPad iOs
I want: to see the category report on iPadOS and iOS So that: I get a continuity of usage across devices Usability Heuristics: Flexibility and Efficiency of Use, Consistency and Standards

Ryan MacAlmon Over 1 year ago
π±iOS/iPadOS
Fill envelopes screen - if envelopes are negative balance, color them red
I want: when filling envelopes if the envelope is negative to appear in red with the ability to adjust the font size So that: I see more easily what envelope needs my attention from this screen Usability Heuristics: Consistency and Standards

Ryan MacAlmon Over 1 year ago
π» macOS
Fill envelopes screen - if envelopes are negative balance, color them red
I want: when filling envelopes if the envelope is negative to appear in red with the ability to adjust the font size So that: I see more easily what envelope needs my attention from this screen Usability Heuristics: Consistency and Standards

Ryan MacAlmon Over 1 year ago
π» macOS
Make over/under budget amount reflect today's difference
The over/under budget amount currently reflects the different between the budgeted amount as of the last day of the month, and the actual amount as of the current day. This is not useful as it presumes one might simply stop spending until the end of the month. It would be much more useful to know the difference between the budgeted amount as of today, and today's actual spending, as it would help make better decisions about spending for the rest of the month.

chrisryan Almost 2 years ago
Budget
Make over/under budget amount reflect today's difference
The over/under budget amount currently reflects the different between the budgeted amount as of the last day of the month, and the actual amount as of the current day. This is not useful as it presumes one might simply stop spending until the end of the month. It would be much more useful to know the difference between the budgeted amount as of today, and today's actual spending, as it would help make better decisions about spending for the rest of the month.

chrisryan Almost 2 years ago
Budget
Online Balance vs Register Balance
I want: to have, in the sidebar, the register balance and the online balance So that: I can quickly see where my transactions are off Usability Heuristics: Flexibility and Efficiency of Use, Error Prevention

Ryan MacAlmon Over 1 year ago
π» macOS
Online Balance vs Register Balance
I want: to have, in the sidebar, the register balance and the online balance So that: I can quickly see where my transactions are off Usability Heuristics: Flexibility and Efficiency of Use, Error Prevention

Ryan MacAlmon Over 1 year ago
π» macOS