Tasks

• Add tooltip support using tippy.js

• Add transfer icons to transactions table

• Bug: Nordigen breaks for David when connecting an account

• Add distinction between two Bank of Ireland

• Make Loom to ask David for feedback on direction for targets

  • https://www.loom.com/share/3ed274d2eaa64f7cb4bb29277800c6a8

Did a little bit of backlog clean-up earlier - realized there are quite a few open tasks, potential releases and directions to move in. My conclusion is that for now the smartest things to focus on are 1. Retention (ensuring the 3 people currently using it are set up to get the most out of and using it regularly), and 2. Activation (make it easier & smoother to on-board more people)

Tasks

Add pages for Tasks, Upcoming releases and shipped releases

V1 Metabase user dashboard

Fix navigation on mobile

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

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

Create and implement new animated modals

Mock up new potential designs for "Target" panel, showing more info per pane

Implement beginnings of the instant-load effect for the middle scroller, to give the feeling of snappiness when a link is clicked

Play with design for new low-fidelity section

Write up "How Clerk Works"

Update: Onboarded our first beta user today (Megan). Had several learnings which I'll write up separately.

Tasks

Improve styling of my accounts page

Save and store additional information about accounts (account type, json_data)

Set bank account names based on the names returned by Nordigen (savings accounts now supported)

End-to-end test onboarding-from-scratch flow

Auto fetch balances when user first connects new account

Auto fetch transactions when user first connects new account

Bug: Nordigen issues with Revolut UK accounts

Remove gray circle (avatar placeholder) in user section

Bug: when logged in on a new account, on /targets, the "Add Maximum Target" and "Add Minimum Target" buttons don't work

Bug: Edit Target doesn't work

Remove "Connections" menu item as Accounts does the same thing.

Route first sign in to add bank account screen

Fix styling on add bank account screen