I donāt use pets and charity at all. I expect to use a few others rarely.
The existing categories do make sense when viewing through the perspective you presented.
The things that donāt seem to fit any category is āSpecial Occasionsā.
Tags being easier to use would be really great. Presently, adding tags is too deliberate a process. Maybe, something like āWe auto-tagged your purchaseā and then selecting or adding tags might help make it easier.
While we are on the topic, say I buy two lightbulbs, a pedigree bag, and some groceries from the nearby kirana; noise enters insights as this is āgroceries+petsā. If this becomes a regular thing, then the insights are more noise than data. I have been there a few times. I am not sure if this is an edge case or a regular occurrence with others.
I circumvent this by tagging the merchants. For example, the store where I usually buy my groceries gets tagged āgroceryā regardless of the percentage of stuff I purchased that may not be groceries. Meanwhile sutta is tagged āmiscellaneousā even if thatād include eggs (can happen) or Lahori Zeera drinks.
Sure thereās room for improvement, and I canāt wait for insights to fully roll in.
What irks me the most is that despite manually tagging transactions for over a month, auto-tag is still a hit or miss. 8 outta 10 times it picks the wrong tag. Hope to see more work on that front.
Can the team please stop the pots showing up in insights. My money out is annoyingly high because of multiple pots transactions. I have to manually check my money out which kinda makes the overview that insights is suppose to give, useless.
I understand the pots transactions showing up in the statement, but the insights should be smart enough to ignore them
We hear your valuable suggestion and we have duly noted your feedback. We will certainly share it with the concerned team. We are working on improving our services every day! We wish to provide our customers with the best banking experience.
Introduce an option to add new spending category. It is almost impossible to categorize the spendings of such a huge community with just a handful of sections.
Or replace the existing categories entirely with tags.
Category-wise budget setting would also be very useful.
@129032424 Thanks for the suggestion!
We have predefined categories at the moment. Since we couldnāt add more, tags took the role for adding more options.
Could you give us an example for a transaction that didnāt fall under any category but youād like to add?
Hi @Shawnpinto
After getting access to the AA feature and looking into the insights, have few queries/inputs.
Why no tagging feature for spends recognized on AA transactions? We would be loving to have it.
Customised Category. For example, I have amount spent for investment purpose. The same category is missing in the existing list. Even if I try to force the spend into the existing categories, there is no tagging option for the external spends and I donāt feel like itās fulfilling itās purpose.
Insights feature for customized period. Right now, we can see only for every month individually.
Thanks. Hope this will be implemented in the future for better user experience.
Shouldnāt be an issue as these are just add-on features to the already developed thing.
BlockquoteI think the auto-categorisation should be replaced totally by tags
This will entirely defeat the purpose. Users will have to manually add tags to each and every transaction. The current system has multitag, auto categorization + the manual tagging can solve your issue.
Though hope they bring in filtering using the auto categorization (in the statement) soon
Amazed to see that you people have incorporated weekly as well monthly insights now in addition to monthly insights.
However, I noticed there is still room for some improvement here.
Custom period selection in addition to W/M/Y insights.
When I go to all transactions section, and I try to select multiple filters, the transactions donāt display. They are only displayed if I select single filter at a time. Ideally, this shouldnāt be how it works right. I think this is a bug.
In the filter section, the tags are not alphabetically arranged. And I feel if you provide search above filter section to easily search filters, it would be great and very flexible for the users. @Shawnpinto