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Add Category Enhancement (#1123) #1131

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joel-jeremy
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@joel-jeremy joel-jeremy commented Jun 13, 2023

This change is for #1123.

Preview of UI change:

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@joel-jeremy
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I really like this app and am highly interested in becoming a user and contributor to the project. This will be my first stab at implementing an enhancement. Hopefully it gets considered. Please let me know if there is anything I can improve and I'll adjust accordingly. Thank you!

@rich-howell
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Hello @joel-jeremy

Thanks for your contribution to the project, this needs some work in my opinion, the new + is very prominent on the screen now, Actual is very minimalistic in design and what your trying to solve here is a new user issue rather than a design issue?

We could say that all options are hidden until you find them - does the documentation need some work to make it clearer how this works?

@joel-jeremy
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joel-jeremy commented Jun 14, 2023

Thank you for your response! For me it is not only a new user issue - it's just that it will likely affect new users more in my opinion. The documentation is clear and very helpful, but with a good UX design, users shouldn't have to read documentation to understand how an app works or where things are located, and if I am not mistaken, there is no link to the documentation anywhere in the app. Having users go back and forth between the app and the documentation is not a good user experience whereas they just want to get started on budgeting. Maybe a walkthrough modal/screen for new users can be added to help with this so they won't have to leave the app?

As for existing users, having the add category hidden in a dropdown menu makes it a bit more tedious to reorganize/restructure their budget categories (especially when in mobile). I believe that adding categories is a core enough functionality that it deserves to be somewhat in front and center. Maybe the + can initially be hidden and shown on hover just like the notes button? Similar to YNAB:

image

Not Hovered:
image

Hovered:
image

These are just based on my personal experience when I was just getting started with Actual. Please let me know your thoughts. Thank you!

@joel-jeremy joel-jeremy force-pushed the feat-1123-add-category-enhancement branch from 7b2d2d9 to c9e68ba Compare June 14, 2023 15:37
@rich-howell rich-howell added feature This issue is a feature request and removed 🔍 Ready for Review labels Jun 14, 2023
@rich-howell
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Thanks for your feedback @joel-jeremy I am going to go ahead and close this PR for the time being, I noticed you have already opened a feature requests and would urge you to expand the use case for this there and gain more support before this gets merged into the code base.

Once you have the support from the community that the feature is wanted and we have a clear understanding of the problem your trying to solve, we can go ahead and re-open this PR and get the work merged in.

Thanks again for your contribution to Actual, we really do appreciate it.

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[Feature] "Add category" button should be easier to access than "Add Group"
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