Custom fields at transactions

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  • Idea
  • Updated 2 years ago
  • Not Planned
I am heavily using the csv export for further analysis on my expenses in different tools.
In many cases I need some additional transaction information to sort, group/cluster or filter on. 

E.g. I'd like to mark some expenses as "save potential" without moving them out of my existing envelope structure.

It would be great if I could define up to 5 (optional) custom fields in the transaction form showing up every time from then.

The types should be a checkbox, datetime or textfield and the values should be added at the csv export.
Of course it would be great if I could label these fields by myself (e.g. "save potential" instead of a generic label like "custom_field_1").


Sure I could enter all my additional criteria at the notes field. But with this workaround I always have to doublecheck the spelling on my "notes keywords" and will need additional parsing functionality at my 3rd party tools.


Thanks, 

Martin


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Martin

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Posted 2 years ago

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Karisa Russell, Official Rep

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Hi Martin, 

Thanks for posting! I think I understand what you're asking for. But, let me paraphrase, and you can correct me if I'm off. 

First, you'd like to be able to add up to five customize-able fields on the Add Transaction screen.  (Perhaps you can set these up the Household Preferences screen, or some other place.) Once you've determined these fields and set them up, they show up every time you add a transaction going forward. 

Second, by setting up these new fields, they'll be included in your CSV exports so that you can more easily analyze and filter the file in a way that makes sense for you. 

Does that sound right? If so, I can see how that would be helpful. I've added this to our request features tracker. Feel free to make any corrections and I'll adjust the request. 

Also, just out of curiosity, you mention that 'save potential' is one field you'd like to add. Can you elaborate on what that means for you? Also, can you let us know what other kinds of fields you'd be interested in including? Knowing that information can help us better understand why this would be helpful. 

Thanks again, Martin
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Martin

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Hi Karisa,

I am glad you got me rightin all points, even if I am not a native english speaker :-)

I just mentioned the ‚save potential‘ because this would be the most important case for me at the moment.

I am doing a review on my spendings on a regular basis and want to add / flag my lessons learned at the transactions afterwards.

In detail I‘d like to mark transactions / spendings that:

- I am doing on a regular basis but should be stopped, because these spendings are useless or ineffective
- Were done as impulse purchase

So I can track and visualize my ‚bad shopping habbits‘ and see my ‚save potential‘.

Other cases / fields would be:

A textfield for personal projects that have a longer runtime (months). So I always can sum up the total costs by filter on the project field. Currently i am using the payee field for this. Envelopes dont fit for me in this case because these projects are more like hobbies and have none or just a rough budget and timeline.

A textfield for a persons name I lend the money / bought the item for. If I got my money, I‘d just remove the name to keep it easy.

A flag to flag spendigs as presents / give aways.

Hope these examples will give you a better understanding. If not feel free to ask me.

Thanks,

Martin
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Karisa Russell, Official Rep

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Hi Martin, 

That makes sense! Thanks for clarifying, and I've updated my note with these extra details. 

Have you considered using Tags before? Right now, you can use Tags to organize transactions that happen across multiple Envelopes, and they give you the ability to easily find those transactions and run reports to analyze spending. 

For example, with your Save Potential case, you can Tag a transaction with #savepotential in the Notes field of that transaction, and then filter for the Tag in your Spending by Envelope report later on to see how much you've spent. Or, you can find all transactions that have that particular Tag by using the 'advanced' search link on the web. 

You can read more about Tags here: https://help.goodbudget.com/customer/portal/articles/1371329

I think this might be a pretty close match to what you're asking for, and it's something that Goodbudget can do now. 

Let me know if you have questions about Tags!

Karisa