For a new transaction, on payee select we lookup the details of the previous transaction for that payee (in any account, for any category); and copy those details into the new transaction.
Should we repeat this as the transaction details are further refined?
For example, a payee that is commonly used for two different categories of transactions; eg. a transaction for "TPG" is typically either a "Telephone: Home" or "Work Expenses: Computer" category, depending on whether the transaction is for phone or ADSL.
Category changed to Telephone: Home. Memo changes to Home phone pre-payment
This implies that:
getLastTransaction(payee) => populates amount, category & memo
getLastTransaction(payee, category) => populates memo only
Do we also need to be smarter about the account context? For example, if we make payments to the same payee from different accounts, should the lookup be getLastTransaction(payee, account), and if no matches try getLastTransaction(payee)?
Do we need a better UI to allow the user to see recent transactions and pick one?
For a new transaction, on payee select we lookup the details of the previous transaction for that payee (in any account, for any category); and copy those details into the new transaction.
Should we repeat this as the transaction details are further refined?
For example, a payee that is commonly used for two different categories of transactions; eg. a transaction for "TPG" is typically either a "Telephone: Home" or "Work Expenses: Computer" category, depending on whether the transaction is for phone or ADSL.
Process could be something like this:
Amount = $59.99,Category = Work Expenses: Computer,Memo = ADSL Broadband$20Telephone: Home. Memo changes toHome phone pre-paymentThis implies that:
getLastTransaction(payee)=> populates amount, category & memogetLastTransaction(payee, category)=> populates memo onlyDo we also need to be smarter about the account context? For example, if we make payments to the same payee from different accounts, should the lookup be
getLastTransaction(payee, account), and if no matches trygetLastTransaction(payee)?Do we need a better UI to allow the user to see recent transactions and pick one?