Toggle for Expenses and Holiday categories

The designs from the “We’ve added some new categories” blog post would be a great addition.

  • This would allow you to budget more effectively when on Holiday and has the potential to greatly improve Travel Reports (only transactions marked with the Holiday toggle would be included in reports).

  • It would also be great if the name of toggle categorises appeared below the cost of the transaction in the Home feed (like “expenses” does on iOS).

“Committed Spend” toggle

  • A “Committed Spend” toggle could potentially also be useful as a replacement for the “Bills” category, which would be renamed as the “Household” category.

  • Creating a “Committed Spend” toggle and renaming the “Bills” category as the “Household” category would have the following benefits:

    • Simpler and easier categorisation of stuff like a Netflix subscription, which is both “Bills” and “Entertainment”.

    • Provides the previously requested “Household” category, which still works for things currently categorised as Bills (eg: council tax, water, energy).

    • Removes the need for the “Repeating payment” toggle currently found in all transactions. If the “Committed Spend” toggle is toggled on for a transaction which isn’t a Direct Debit or bank transfer, the app could bring up the “Create Subscription” flow. This reduces clutter on the transaction details screen.

NB: I’ve put this as a comment so it doesn’t distract from the previous post, but it is a related idea.

With many people having ‘staycations’ right now (myself included, Cornwall is awesome), has the time come for a Holiday toggle for UK trips?

Our household tends to spend a couple of weeks each year holidaying in the UK, but we have to categorise each transaction manually. If we’re travelling overseas, this is done for us.

Could we add a toggle that appears when a transaction is first categorised as Holiday, which then auto-categorises subsequent transactions?

Hey @hugo

Just wondering if you have any further progress to share on the first post of this thread please?
Hopefully you’re the right person to ask :pray:

Thanks!

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As part of this bigger piece of work we’ll be revisiting categories and how they fit into budgeting so this might finally find a place.

One more for @bruno and @stuartregan to add to the list :wink:

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When we have you @hugo whats the latest on custom categories?

Surely along with these changes would be the time to do it so as not to repeat the work?

Yeah, it’s all part of same work but as usual we need to build things in steps and iterate :recycle:

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perfect, thanks for sharing!