Add Some Initial "Avatar Triggers"
in progress
Zach Whelchel
in progress
Zach Whelchel
Trevor Vance I merged your Proactive Feedback into the "triggers" post as they will be solved in the same way. We can develop a "trigger" for "user hasn't reconciled in X months" and then you can respond to that trigger with a conversation. More to come! Working on all of this currently!
Zach Whelchel
Merged in a post:
Proactive feedback
Trevor Vance
Allow the avatar the ability to look into the budget/accounts, make an evaluation, provide feedback. The idea here is for the avatar to inspect "things" in the data of budgets/accounts and provide some feedback. "It looks like you haven't reconciled your accounts in 3.5 months. Would you like to step through how to do this?" or "Your starting balance for your <cc_name> credit card is positive. This might be accurate, but these are typically negative or zero to start off. Do you need to adjust this?". Think "Clippy" (shudders).
J
Jacqueline Keeley
Would love:
- A weekly reminder to reconcile accounts
- A reminder to categorize transactions whenever there are uncategorized ones
- Love the idea of the inactivity ones. Adding on, for example: if x days have passed, Flow A. If x + 30 days have passed, Flow B. If x + more than 30 days have passed, Flow C.
- Reminder a few days into the next month to go back and look at previous month to be sure no transactions loaded in late and then pushed them overbudget in some categories (this happens A LOT in YNAB and causes trouble)
I'll add more as I think of them!
Zach Whelchel
planned