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by _Lemon_ 5829 days ago
Generally a good experience, needs adding to. Here's some feedback/thoughts:

1) The text boxes on the sign up page are massive and take up the whole line (same with the login). 2) Sign up process isn't that "smooth", how about an automatic log in instead of asking me to check my inbox? (I have my e-mail open and it made me sigh...) 3) The sign up e-mail has a massive wall of text on how to use the application. While it's good explaining, I feel that in the e-mail is the wrong place. Making it a webpage will allow you to more comfortably use bullet points and numbers and just easier to digest/find. Or perhaps an interactive thing and point to page elements? 4) You put a $ sign in amount field and I took this as an opportunity to change to £ which didn't work as expected. What about putting it as "Amount ($)" or removing it entirely. 5) Sensible default of "1" on the recurring once enabled? 6) Data entry is a problem. 7) Missed setting a transaction to "recurring every" and had to delete and re-add to set it. 8) Bug! Added a recurring transaction as 15 but set the type to expense, went to edit it and change it back to income. This only changed the first transaction and further recurring transactions were left unchanged. Clicking on the refresh button and it's now still showing all the items as expenses again. 9) You could drop the "type" entirely and get the user to enter -15 for expense and just 15 for an income! 10) Editing the recurring transactions and I hit edit and I don't realise the form above me has changed -- perhaps some sort of visual cue? Or perhaps, click the fields and they become editable? 11) No back button (browser's button uses stale data) to the page I was on before. Resorted to clicking the "Dashboard". 12) Bug! Still entering data, missed the "Amount" field and it has reset my type to "Expense". Strange that it doesn't reset the type when I miss "recurring every" value.

Sweet! I'm finished! Problem: I would quite like to have more financial projections but currently the problem is entering the data; you'd need ways to easily add it (e.g. various import functions or an API. The way I see things:

cost of adding data + cost of the app (what you would charge) < cost of doing this myself (e.g. investing time to graph the projections using my own database (saving on data entry time!))

Grouping would also be a good feature to have e.g. I would want to project transactions for separate things.

Controlling how far in the future I can see the forecase, although I realise this is probably just a proof of concept app.

1 comments

What would you think if we added automatic Freshbooks integration? Then we could show income from non-recurring sources.