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According to #32 , I should have categories for Income in addition to Transfer. However, I only had Transfer and nothing else when I initially installed the app, until I added my own categories.
No matter what word I enter into Category (Income, Debit, Credit, etc.), the transactions are always removing money from whatever account I have selected.
The only category that does not remove money is Transfer, which allows me to move from one account to another.
My solution is to create several other accounts called "Refunds", "Income", etc. and make their starting balances ridiculously high numbers. This way I can actually mark income by using the Transfer category an keep track of what the transaction actually is by the name of the account instead of the category. This is not ideal, though, as the accounts total at the top of the app is way off with this method. These Transfer transactions also do not show up at all in the Insights screen.
Request: Please don't tie the behavior of the transaction to the Category title.... I would like to specify custom category names and still be able to mark them as increases or decreases. As it is, I have to force a transaction into a pre-specified category in order to get an increase which throws a wrench into the Insights screen and makes it much less accurate/useful.
My thoughts on a solution: let the categories be entirely up to the user. Then, add a checkbox/radio/dropdown that allows me to set whether the transaction is one of: Credit, Debit, Transfer. This allows my categories to be uninfluenced by something the app hard coded in, and I can still set the type of transaction very easily. I also find this to be more intuitive and doesn't require any documentation in order to understand how to use it.
The text was updated successfully, but these errors were encountered:
Well, turns out those +/- buttons under the amount set whether you should add or subtract the amount from the source account.
Those buttons are not obvious on how they work. Other UIs use these icons for buttons that increment/decrement the value of the associated field. Changing the post to a feature request, as labeling this selection as "transaction type" would be more intuitive/direct/obvious with called out names like Debit, Credit, Transfer instead of leaving it up to interpretation of the icons.
Like I mentioned above, I think this is also where transfer should go, as I would still like to set my own custom category for transfers and unifies the behavior of all 3.
madamegaymes
changed the title
[Bug] Unable to add money to an account
[Feature Request] Make Debit/Credit/Transfer selection more obvious
Jan 17, 2025
madamegaymes
changed the title
[Feature Request] Make Debit/Credit/Transfer selection more obvious
[Feature Request] Make Debit/Credit/Transfer selection more obvious and not tied to the category
Jan 17, 2025
Environment:
According to #32 , I should have categories for
Income
in addition toTransfer
. However, I only hadTransfer
and nothing else when I initially installed the app, until I added my own categories.No matter what word I enter into Category (
Income
,Debit
,Credit
, etc.), the transactions are always removing money from whatever account I have selected.The only category that does not remove money is
Transfer
, which allows me to move from one account to another.My solution is to create several other accounts called "Refunds", "Income", etc. and make their starting balances ridiculously high numbers. This way I can actually mark income by using the
Transfer
category an keep track of what the transaction actually is by the name of the account instead of the category. This is not ideal, though, as the accounts total at the top of the app is way off with this method. TheseTransfer
transactions also do not show up at all in the Insights screen.Request: Please don't tie the behavior of the transaction to the Category title.... I would like to specify custom category names and still be able to mark them as increases or decreases. As it is, I have to force a transaction into a pre-specified category in order to get an increase which throws a wrench into the Insights screen and makes it much less accurate/useful.
My thoughts on a solution: let the categories be entirely up to the user. Then, add a checkbox/radio/dropdown that allows me to set whether the transaction is one of:
Credit
,Debit
,Transfer
. This allows my categories to be uninfluenced by something the app hard coded in, and I can still set the type of transaction very easily. I also find this to be more intuitive and doesn't require any documentation in order to understand how to use it.The text was updated successfully, but these errors were encountered: