Reorder transactions within a day

  • 5
  • Idea
  • Updated 10 months ago
  • Not Planned
It would be nice to reorder transactions of a single day.

I have several transactions per day and I quite often forget to administer each of them in time. Hence EEBA lists the transactions firstly in the order of their date and secondly in the order of their recording time (i. e. when I entered it), a later recorded transaction always remains to be listed later than an other one.

My suggestion is that there should be some function to reorder the transactions of a day. Maybe a more precise time stamp (hour:min) of the transactions could solve the problem. Maybe a simple reordering feature would be enough. The later one could be implemented as a drag-and-drop action under the transaction list.
Photo of Csongor Halmai

Csongor Halmai

  • 1 Post
  • 0 Reply Likes
  • indifferent

Posted 7 years ago

  • 5
Photo of Becky Huang

Becky Huang, Official Rep

  • 1560 Posts
  • 78 Reply Likes
Hi Csongor,

Thanks for contacting us and for your suggestion. I can see how it would be helpful to be able to reorder Transactions within the day because you're right, we currently order them by day and then by time that they are recorded. I’ve added your suggestion for time stamps and drag and drop reordering to our requested features tracker.
Photo of Ahmed

Ahmed

  • 2 Posts
  • 0 Reply Likes
im looking forward to see the feature soon, as it will help a lot to organize my 
Photo of michael.handorf

michael.handorf

  • 13 Posts
  • 2 Reply Likes
Don't hold your breath, Ahmed. Csongor suggested this 4 years ago.
Photo of Christopher Nelson

Christopher Nelson

  • 1 Post
  • 0 Reply Likes
I'd like to offer what seems like a simple solution to me, maybe not so simple from the backend. If each transaction had a little up/down arrow to the far left or right, one could click either arrow to move the selected transaction above or below the one following. If the following transaction is a different date, the one being moved would have its date automatically changed to match.

This would be useful for those of us who hand copy transactions from our online banking/credit card accounts. It would allow us to match the chronological order of transactions in the bank account, and easily spot transactions that are missing.

Some might say why not enter them chronologically in the first place? Easier said than done... after a long day at work, I come home and want to quickly balance my cards, but my mind is fuzzy and it doesn't help to search through what is essentially a spreadsheet of numbers to find a missing line item in another spreadsheet of numbers.
Photo of Karisa Russell

Karisa Russell, Official Rep

  • 1714 Posts
  • 223 Reply Likes
Hi Christopher, 

Thanks for the suggestion, and for letting us know why a feature like this would be helpful for you! I've added your vote for this feature. 

I'll also add that from a design standpoint, a feature like this is not a straightforward as one might think. Currently, we've decided to focus our efforts on other features. But, we'll update the thread if and when we decide to work on something like this.
Photo of michael.handorf

michael.handorf

  • 13 Posts
  • 2 Reply Likes
This is a waste of your time, Christopher. I've been asking for a simple alphabetized list of my tags in the reporting feature for years. They just aren't interested in improving the application based on user feedback.
Photo of Karisa Russell

Karisa Russell, Official Rep

  • 1714 Posts
  • 223 Reply Likes
Hi Michael, 

Sorry you feel that way! We always consider user feedback when deciding on what to build / improve. Most recently, we updated the web and implemented a bulk edit feature that folks have asked for. We also released scheduled transactions on mobile, as that was highly requested. And now, we're on a better debt tracking solution for the web. 

To be clear, user feedback is not the only thing we consider. We have to consider our own resources, as well as how many people will be impacted by the change.

It's true we're not working on alphabetizing tags. We've actively decided to work on other items that are either more requested or will impact more people. 

Hope that makes sense.
Photo of michael.handorf

michael.handorf

  • 13 Posts
  • 2 Reply Likes
It makes sense. But there's this thing called the 'silent majority'. It means if 1 person bothers to log into a separate web site, open an account, and write a cogent suggestion, it means at least 10-100 other people support that idea.

You have a limited window before someone copies this concept and improves upon it. The application went backwards from EEBA to Goodbudget. The online version (reporting) is useless if my tags aren't even in alphabetical order. I have to download the data to Excel, where I can click one button and alphabetized the tags.

So, ignore the cogent user feedback. That's perfectly within your right. But don't be surprised when people flee to an application that embraces user feedback. Remember Enyclopedia Brittanica? Probably not. They refused to embrace the online world. Now they are extinct.
Photo of Chelsea Long

Chelsea Long

  • 3 Posts
  • 0 Reply Likes
I’m not sure I understand what you mean by tags? Are you referring to where you enter a payee and it displays suggestions used previously?
(Edited)
Photo of Alex Park

Alex Park, Official Rep

  • 266 Posts
  • 56 Reply Likes
Hi Chelsea,

The "tags" that Michael is referring to are little notes you can add to your transactions to organize and connect them across different Envelopes. It looks like you're using our iPhone app, so you can add a tag to a transaction by entering a tag name with a # in front in the Note field of the transaction. For example, a tag for transactions you recorded on your vacation to London might be #londontrip.

You can read more about creating tags and ways to view them on the Web version of Goodbudget in our Help Center here: https://help.goodbudget.com/customer/portal/articles/1371329

Hope that helps!

Photo of John Vander Stel

John Vander Stel

  • 282 Posts
  • 85 Reply Likes
I'm not part of the team here, but the thought to be taken from this discussion seems to be that the GoodBudget team has limited resources. 

If a user wants something enough, they must actively ask for it.  If others want it too, they must want it enough to "me too" the idea, as well.  The strength of the demand for a fix or suggestion is controlled only by the users. 

A single user can ensure that an idea or request for a fix is actively represented in the forum.  Those who agree must also actively "me too" it to register that increase in demand.

The GoodBudget team must not only weigh the needs of the many against the needs of the few. They must also weigh the ideas and suggestions against the limited resources and time they are able to dedicate.  That is how they must establish priorities.

So, if you agree with any ideas or problems that are brought up, make sure to actively agree so your numbers can be counted.  That kind of specific information will allow the team to more effectively prioritize specific projects.

Just my 2 cents, for whatever it's worth.

John Vander Stel