Optionally show "original_name" field in UI
A
Aaron Motacek
Reasons:
- (1) transaction name/label can differ between Transactions section ("payee" field) and Rules section ("original_name" field), which can result in some confusion, especially when auto-creating a rule via categorizing a transaction in the Transactions section (see screenshots/discussion)
- (2) ultimately potentially revealing more details about the transaction (which can help the user understand what exactly the transaction was)
Possible implementations (within Transactions section of site):
- (1) in the Payee column, an optional "subheading" for each transaction showing the original_name field (see last screenshot)
- (2) separate optional "Name"/"Original Name" column.
See attached screenshots
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L
Lorenzo
with Amazon for instance the Original Name has the order reference and that's extremely helpful for categorizing
J
Jose Simon
+1 for this suggestion. This would be helpful instead of clicking through 'more details' for each transaction to compare.
Among the possible implementations, if (2) is getting implemented, keep that under the setting toggle as 'SHOW ORIGINAL NAME COLUMN'
A
Aaron Motacek
More context can be found at the following link, which links to this discussion in the #bugs channel of the Lunch Money Discord (see the thread immediately after this message for the conversation that the screenshots are coming from): https://discord.com/channels/842337014556262411/1134990872551903402/1194475371182178354