Personal feedback after using for a day

[rafael1mc]

Thanks for this amazing tool.

After using it for a day, I've noticed some things that aren't necessarily a big deal, but that popped in my mind while using. Didn't want to flood the issues, so here's my experience so far:

1. Missing Import / Export everything (eg Categories, Users, Accounts, etc), not just transactions;
2. Credit card statement date: I couldn't find any use for the date, since we don't seem to have statement separation. It could be useful to have actual statements with transactions tied to them (side note: sometimes, transactions can be in the next statement even before the date, so being able to change the statement of the transaction would be great);
3. Once you create an account with a balance, the "Modify Balance" entry can never be changed. This can be worked around, but it was confusing for me, personally, as I had put the wrong value initially;
4. Can't press esc to close some dialogs (eg add transaction, even if nothing is changed);
5. Monetary fields could push the numbers instead of dropping the input after 2 decimal points (eg field with 123.45 when pressing the number 6, the field value would be 1234.56);
6. Missing possibility to add installments (eg when buy a $100 product in 5x installments of $20, could insert a $20 and mark it to repeat 5x times, 1 for each subsequent month)
7. Some actions don't dismiss the dialog (eg select an icon for category, or when navigating between menus)

Anyways, I really liked this project and appreciate all the effort put into it.

_{Edited from unordered to ordered list, to match the response below}

[mayswind]

1. The categories and accounts of ezBookkeeping contain some information such as icons, colors, and account categories. Other software usually do not contain this information, and usually this information only needs to be set once. Importing this data from other software will not save much time
2. After you set the credit card statement date, the date range for the current billing cycle and the previous billing cycle will appear in the date range list in transaction list (you should filter your credit card in transaction list page) (Feature Request | Credit Card Statement Date View and Payment Button #26)
3. You can find more information in How to modify starting balance? #34
4. Yes, it is to prevent accidental operation. In the future, it may support pressing Esc to close dialog for users who have set up automatic saving transaction drafts
5. This would make more accidental operations and it does not save time
6. ezBookkeeping does not support the installment transaction, but provides a scheduled transaction
7. You can provide a way to reproduce or screenshot / screen recording. I will fix it if it is a bug

[rafael1mc]

I appreciate you for taking the time to respond, @mayswind

1. The idea was not to import from other software, but rather having a way to backup ezbookkeeping configuration (accounts, scheduled transactions, categories, etc)
2. Oh, I found the filter now ☺️
3. Yeah, just wanted to bring another occurrence of that experience, as the action is definitive
4. Maybe allow when no field changed. But I agree, better to be on the safe side
5. I see. Personally, the pre-filled 0.00 gets in the way as I click the field and can't start typing. Maybe the whole field could get selected on focus, or the 0.00 as a hint instead of a value
6. I guess that's fine for a workaround. The downside is having to manually stop the schedule when it reaches the final payment. Maybe somewhere in the middle, by adding a stop date to a schedule?
7. Sure, see if these make sense for you, please:
   1. Resize your window horizontally so that the menu is hidden in the hamburger
   2. Click the hamburger and select another page
   3. The navigation happens, but the menu doesn't get hidden until you click outside
   4. -
   5. It also happens when selecting category icons / colors, for example. Navigate to categories
   6. Open a category to edit
   7. Click another icon, the icon list popup doesn't disappear
   8. Select another color, the color list popup doesn't disappear

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A couple of things I forgot to include in the first post:

8. When seeing transaction details, income field is not blocked if I paste a value (click transaction, click amount fiend, ctrl+v -> amount is updated without being in "update mode")
9. It would be very helpful to have a "Save and add another" kind of button, where the transaction is saved, and it keeps the current dialog with same info, ready to insert another. This is useful to insert multiple similar transactions where only one or two properties change. Duplicating is disruptive for multi-add and doesn't maintain the date
10. Filtering dates hides the totals (related to item 2 - can't see the billing cycle total value)

By the way, these are just my experiences / opinions. I don't expect anything to come out of it.
Again, thanks for this amazing project.

[mayswind]

5. • When you click the text box and the amount value is zero, the text will be selected
6. • Scheduled transaction will add a start date and end date
7. The reason why the color and icon dropdown list (desktop version) / popup (mobile version) do not hide automatically is that I think the user is likely trying to choose among multiple colors / icons, and the cost of reopening is higher than manually closing it
8. • It's a bug, and will be fixed in the next version
9. • I think it can display a dropdown menu after the duplicate button, allowing users to choose whether to use the same transaction time
10. • The total amount only shows when filtering one whole month. The total amount of a billing cycle can be supported in the future