Coach Requests

It is annoying to see something I want to make a schedule of but then have to remember the amount and date and go to the Schedules screen to make it.

Currently all SimpleFin accounts automatically go to the "For Budget" section and cannot be moved to the "Off Budget" section. For a user that is unaware of this, it could lead to budgeting their 401k dollars or seeing a large negative in the "To Budget" due to a mortgage balance.

As a user, I would like to add a Category to my budget when on the Account screen selecting a category for a transaction.

I would like to be able to highlight the cleared/uncleared column when explaining how to reconcile. Currently it's only an option for new transactions, I'd prefer to highlight that whole column.

As a MBC User, I would like to add the date bills are due and the targeted amount of the category to the category name. However, I can't expand the width of the column and when I hover over the category name, I can't see the full name. The only way to see the full name, is to zoom out really far, or select 'Rename' to then view the entire name of the category. Unfortunately, the Category column doesn't expand if I only select one or two months. The width of the Category column remains the same regardless of how many months I am looking at. I want to expand the category column width for my longer category names, or hover over the category name to show the full name.

"Unlink account" button is directly below "Reconcile" button in menu and very easy to click accidentally. Either move this button or create a prompt for the user to confirm they would like to unlink the account.

As a user, when I select 'Reset Coach' all my open conversations are cleared out, and the Introduction conversation is reset to the beginning. I would like the option to Reset one of my open conversations, versus only resetting the Introduction conversation. I already completed the Introduction conversation, and don't need to complete again. I am trying to reset a 'Calculate Credit Card Payment' conversation instead.

As a user, I have initiated multiple conversations, or the system has started one or two for me. I don't complete the full conversation, but found my answer, so I clicked close on the Conversation. It keeps showing up in my left hand menu bar, but I don't need it anymore. I would like to manually complete a conversation so that ones I didn't complete, but don't need anymore, can be closed out.

As a Coach, I would like to instruct the user to enter a series of numbers and then the system can calculate (+ / -) an ending result based on a formula entered in the draw.io syntax.