David N onboarding

• Had a great call with David - overall he gave Clerk a 9/10 despite some pretty gnarly bugs. He turned out to be an ideal person to onboard as he's been following a pretty similar system manually for the last few years.

• Some takeaways and ideas:

• How It Works needs to be simplified - move category/classification description later. Too much information to digest at start

• Would love to have targets per category and/or for periods longer than a month.

• Would love to be able to "link" transactions - e.g. this transfer from friend was related to this Uber.

• Would love to use on mobile & have support for widgets.

• Pricing: Would see it as being in the sub $10 range. Would pay for it (and I don't say that a lot)

• Privacy: Allowing people to self host for privacy purposes could be an idea as it's pretty sensitive data

• (sometimes Nordigen can have an account classified as current that's actually savings.)

• Need to remove/hide admin access to transactions now we're onboarding external users. Also potentially look at encrypting/obfuscating in some way.

• Bug: Editing categories & editing targets erroneously triggers a shimmer effect

• Idea: Let me see a selection of my transactions as I'm creating new categories

• On transaction edit form - two dropdowns show "Please select" but neither has a label