MH
Agree with Eli. It needs to be functional and for that it does it's job. Some UX improvements still needed. The control icons on the transaction screen (especially mark as reviewed) should also be put on the individual transaction popup so we can mark that transaction that is open as reviewed immediately. Sometimes you open a transaction to see it, but don't make a change , but you want it to be the marked as reviewed then and there. Right now, it's still a few steps to then do that.
Of course , if you edit a single transaction , then it's automatically marked as reviewed.
Also waiting in anticipation for the mobile app.
Eli Green
While I agree that it could have a slicker look, I'm more interested in it just working. I'm still waiting for accounts to be properly merged after a connection failure caused me to have to disconnect and re-add accounts.
MH
Eli Green yeah, I exported from original account and then imported into 'new' account. I guess a merge screen to allow you to select two accounts to merge when this happens could be cool. And then to have 3 confirmation check boxes cos it's a dangerous action.
- Are you sure you want to merge these transactions into accxxx
- Are your really sure you want to do this
3 you are sure sure you want to do this ?
After three confirmations it can merge them and then delete the old account and transactions 😂
Eli Green
MH Jason Russell, is there any input you can provide from the team here?
Eli Green
MH Aaaaaand I just noticed that the reply to Jason I thought I had sent was sitting in my messages, unsent for three weeks.
That's embarrassing.
(Although an option to handle merges yourself would still be useful. Or a way to fully disconnect and account and then reconnect it so the data goes right back to adding to that account.)
Jason Russell
Eli Green an option to be able to merge accounts, as well as additional work to prevent duplicates from arising in the first place is on our roadmap, we'll share updates on this when we get started and as we go.
Eli Green
Jason, cool! It's a great idea (along with MH's suggestion for accident prevention).
I HAVE now sent the update to you about the account that needed to be merged, btw. Apologies for the accidental delay in me sending my reply.