Improve rule creation notification experience
Jen from Lunch Money
Lots of feedback here related to the toast message when you update a transaction's detail and a new rule is created or can be applied to similar transactions.
Main pain points:
- Working quickly through transactions makes them fill up the screen
- They come and go too quickly
- More explicit, i.e. "updated transaction, new rule added" or "existing rule updated" etc
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C
Chance
The suggested rules functionality is somewhat related to this, but I would love to see this part of the rules experience improved.
If I miss that toast notification, does that mean it becomes a suggested rule?
A
Amber Nicole
Would like to be able to review new rules, if there is a way to separate them from the rules already created.
E
Evan Morgan
Would like to have the pop up window asking to apply to transactions to also ask if a rule should be created, instead of a toggle button in Settings that says to always create a rule when updating the category. And yes that window should stay up a little longer and I think it should also allow us to choose to either see the impacted transactions in the new window as it does now or just apply them without the new window.
Jen from Lunch Money
open
Jen from Lunch Money
under review