Coach Requests

If the user selects a single transaction, the options say "1 transactions" instead of in singular form. The 's' should be dropped if just a single transaction is selected.

I’m not sure if “Payment” and “Deposit” are technical banking or accounting vocabulary terms, but they might add a jargon-barrier for users. I believe users can be strong budgeters without using those terms in this context. When I want to teach clients terms for money that comes in and goes out of their budget, I say “income” and “expenses.” As a new user, I’ve had to stop and remember which is which with “payment” and “deposit.”

When you click on the summary budget table, you can allocate money to all your categories by copying last month's budget or taking the average of the last three months. However, when you click on an individual category, you can copy last months, set to 3 month avg, OR set to 6 months avg, OR set to yearly avg. Can we get the 6 month and yearly options up on the budget summary also so we can apply it to all categories at once?

Not currently an option. users need to go to Manage Coach and then Reset Coach to access the intro again after completing or ending the conversation. Many will have no idea how to do that and it is just natural for it to be one of the conversations to select from the main menu of convos.

As a new user, I saw the avatar convo in the corner, but I also saw this prominently in the middle: “For MyBudgetCoach to be useful, you need to add an account. You can link an account to automatically download transactions, or manage it locally yourself.” Visually, this message grabbed my attention more than the avatar convo. It contains multiple jargon terms. I assumed this was a starting point, a directive I needed to follow. This was anxiety-provoking and confusing for me as a user. The language could have a slightly negative/ punitive psychological impact. Like I just entered and I'm already doing something wrong. I know this is subtle, but I believe these little things create different subjective user experiences. (When I unsubscribe from marketing emails, I love getting, "You've successfully unsubscribed!" vs "We are sorry to see you go.") I lacked context for what “add an account” meant here. I hadn't been introduced to the product. I didn't know which of many uses of the word "account" this was. It’s trying to tell me I "need" to do something, or else the product is useless. I wanted to comply, but didn’t understand how. This message inserts a competing/ distracting voice where I believe the user is supposed to be starting to read the avatar conversation. If the avatar conversation is meant to lead the user to add an account, there should not be a larger message in the middle, jumping the gun and also trying to lead the user.

The user often gets referred to the "accounts" section, but as a user, I don't see any section called "Accounts." Instead, I see "All accounts." I believe we as coaches are referring to the section labeled "All accounts" when we talk about the "Accounts" section. As a user, I didn't know whether "All accounts" was identical to what the avatar called "Accounts." The user probably doesn't want to try to read between the lines or make assumptions. Would renaming "All accounts" to "Accounts" provide better precision, clarity, and consistency?

The new coaches in my cohort were given the same template for our avatar conversation from which to write/ engineer/ build our conversation. I’m not a computer/ tech person and struggle with learning how to build this technical structure. I believe I have yet to take advantage of many cool capabilities, simply for lack of technical draw.io prowess. I would have loved to have access to a variety of draw.io templates, including longer or more complex ones (not for content, but just the skeleton). If the boxes are there, I’d be happy to type my content in them, but when I have to use engineering skills to make boxes and arrows do the right things, I feel hindered. I’m guessing that there are quality money coaches aligned with the MBC vision who may not also be willing/ capable of applying the technical skills to build the avatar convo, so providing a variety of templates could help those types of coaches.

When switching to another budget, we should use more everyday language such as "Switch Budget" rather than the current more technical language of "Close File"

It would be awesome to be able to have voice memos and short videos that they can listen to/watch for more involved explanations of things, and to get a feel for their coach's personality too!

If your draw.io file has issues in it the app could warn you about some of them automatically. i.e. arrows that don't point anywhere, etc.