Categories and tags should be improved

Feedback & Ideas💡 Features
#1

Categorisation Problem:
A lot of obvious categories are missing as choices, for example:

  • Investments
  • Refund

Tags problem:
My tags have grown to a large number since there’s no search option while trying to tag

Tags and categories should also have rulesets one can define to make auto-tagging/auto-categorising easy.

ML/AI-based tagging would be :fire:

So add:

  • Search for tags
  • Rules for tags/categories
  • AI/ML-based categorisation and tagging
  • More useful categories

Additional suggestions:
Self-transfer shouldn’t show up in balances - withdrawal from pots for example is not an income.

#2

Hey Chris,

Thanks for all the great suggestions.

We are in the process of

  1. adding more useful categories on the spending insights, and
  2. working to remove self-transfers & other such categories from spends & income view

On the other points related to tags, we will surely work on improving the experience & refer to your suggestions.

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