member badge
Brandon Trautmann
Budget shortcuts would offer the ability to perform actions on your budget with the tap of a button. The primary use case would be in creating transactions. Consider the following examples:
  • You just started a new home project, and want to track all transactions in the Home Improvement Category but you want to be able to run reports on this specific project. Create a Shortcut that, when tapped, prompts you for the amount and memo, and upon entering, automatically appends
    #kitchenrenovation
    to the end of the memo, without you needing to remember or input it.
  • You pay your babysitter $50 every time they watch your children, but it's not on a set cadence (every 2 weeks, etc.). At the tap of a button, a $50 transaction is created for the correct payee, with the correct memo (e.g "Babysitting on 5/27/24").
  • You often stop to pick up coffee on your way to work. The coffee is a small drop of joy in your daily routine, but adding the transaction isn't. Instead, tap the Coffee shortcut and automatically create a transaction with the correct information. Optionally, if you switched up your order that day, you can modify the amount before it's saved.
Notes:
  • Creating a shortcut would allow you to enter a preset payee, account, amount, memo, etc.
  • If all fields cannot be filled out (e.g the amount is different each time), you would set that field to "prompt me" and it would prompt you to fill it out before saving; all other fields would be preset
  • You could set it to always prompt you, even if all fields are preset, in the event you like to check before you send.
  • This feature would require
    write
    access (and would be the first feature requiring this).