I concur. We need to add more categories, if not a few custom categories that we can choose.
@Shawnpinto please make sutta category happen.
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Hey,
Thanks for reaching out!
Firstly, please donāt think weāre going to keep the categories exactly the way they are now. Weāre constantly learning and will adjust them to make them more useful - adding new, splitting some and maybe removing too. As you highlighted, they might not be ideal and thereās surely a lot of room to improve.
Regarding tags and custom categories - Both features have pros & cons:
- We are working on making Tags more smarter & easier to use - weāve seen people using it for various purposes (ex. Tracking food, chai, coffee etc). It will definitely start to add more power to tracking + be more personal since categories as wider buckets will need further divisions. Tags can be super powerful to use as multiple categories under one big bucket.
- Regarding custom categories - If we allow a way to create more categories, we wonāt be able to aggregate transactions in a meaningful manner to provide you with insights / reports. Ex. We wouldnāt be able to cohort level analysis such as āPeople similar to you spent 45% more on Dining outā. Bear with me, weāre working hard on delivering Insights to you super soon!
And, this probably sounded a bit vague but have faith, weāre finding ways to build out better features that can help you keep control of your money in a custom way while maintaining your existing mental models of tracking.
Since you seem like a power user (yay!), what categories have you found to not work for you at all so far?
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looks promising but taking too long !!!
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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.
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Blockquote
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.
@Kruthi_Purohit ā
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.
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What are Lahori Zeera drinks ? Are they good ?
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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
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It seems, I wouldnāt know how much I spent on sutta at the end of the month with this method.
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I have the same problem.
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Sorry that doesnāt work for you. I can track mine here.
What I find necessary is to be able to tally the custom tags. Iām not able to see the total, unless I grab a calculator which is a bummer
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Tracking might be easier for me as the team makes new changes.
BTW, Chaurasia Ji getting rich on your sutta habit. LOL.
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Hello Nishesh,
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.
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Yes!!! Itās my favourite and wife hates me for it.
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- 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.
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@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?
Yeah, for eg we can have 2 categories for food itself.
- One to track breakfast, lunch and dinner.
- Another one to track snacks, juiceā¦ Etc
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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.
Hope, these points makes sense. Thanks. 
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Thanks for sharing! @specter
@Lakhan_Suchdev These are pretty good 
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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.
- Option to download statement where category and tags are mentioned in separate columns in excel beside the transaction
@Shawnpinto @Lakhan_Suchdev @Jiten
Just a reminder.
Any update on this?
Please implement them so that it will make Jupiter more interactive.