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Description Recall

Feature Request

I appreciate it may get messy on your end but is there any way to recall descriptions - kind of like how the tags are remembered and you can pick? I know this is where we enter vendor (for search function/ gathers report information from here which is super helpful) but I typically enter transactions two ways:

  1. Vendor description (ie Walmart)

  2. Generic Description (ie Gas Station/ Hair Salon) i don’t always care to know where exactly the transaction is from

I know I can also tag it, but since this is where the information is drawn for the reports which I rely heavily on, and I am asking you to help me be lazy I guess :) so I don’t have to duplicate type all the time. Honestly, it is mostly so that I keep the entries the same.

Just a thought…

Posted by Jody Warrack ·
Status: Completed3 comments

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Comments3

  • team@waypointbudget

    Team•

    Aug 8

    Hi @Jody Warrack, thank you for the screenshot, it pinpointed what was missing! The suggestions were working in the full Add Transaction pop-up but not in the quick-add row on the Transactions page, which is exactly where you were typing. So this is most definitely not you being lazy but us with not double checking both areas of the app received the updates…

    We've now added it to the quick-add row too: start typing a description (two letters is enough) and it'll suggest from your own past entries, hand-typed ones first, so everything stays consistent for your search and reports. As a bonus, picking or typing a description now auto-fills the category from what you've used before, so even less typing.

    Thanks for helping us make it better, and for being lazy in the most useful way ;)

  • Jody Warrack

    •

    Aug 8

  • team@waypointbudget

    Team•

    Aug 6

    Hi @Jody Warrack!

    Good news, this already exists :). When you add a transaction, start typing in the description field (two letters is enough) and it suggests from your own past descriptions. Names you've typed by hand are ranked first, so entries stay consistent for search and reports. Give it a try on your next entry.

    If you were expecting it somewhere it didn't appear, please let me know where. Right now it suggests when adding a new transaction but not when editing an existing one, and it waits for you to start typing rather than showing a list on tap. If either of those is the gap, that's really useful for us to know.

    Best,

    Jamal
    Co-Founder
    Waypoint Budget