Open Roadmap - Cake


Open Roadmap - Cake

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. I would like to categorize my transactions using categories in the categorization model discussed in this idea.

    Let us know what you think? What's missing? Or what's plainly wrong?

    We will frequently update this model (based on your feedback).

    65 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    This is the revised categorization model we will be implementing in Nov/Dec 2020.

    Bank Services
    > Atm fee
    > Bank costs
    > Bank services (other)
    > Credit card fee
    > Interest
    > Loans and credits

    Beauty and care
    > Beauty and care products
    > Beauty and care (other)
    > Hair and beauty services
    > Spa and massages

    Cash
    > Cash

    Charity
    > Charity

    Children
    > Alimony
    > Babysitting and daycare
    > Children (other)
    > Children clothing
    > Children products
    > Children pocket money
    > Children recreational activities
    > Children toys

    Communication
    > Communication (other)
    > Internet
    > Phone
    > Phone and internet
    > Phone, internet and tv

    Education
    > Book fees
    > Education (other)
    > Education fees

    Fines
    > Traffic fines
    > Fines (other)

    Food and drinks
    > Alcohol
    > Bakery
    > Butcher
    > Coffee
    > Fast food
    > Food and drinks (other)
    > Groceries
    > Mealbox
    > Restaurants and…

  2. I would like each of my transactions to be assigned to a specific spending or income category. I would like to use this categorization to provide me a better understanding of my spending or income.

    Note (Cake): The first focus of the data team is to ensure our platform assigns the correct merchants (and places) to transactions. This is a requirement for the Rewards release. In a second step, the data team aims to ensure our platform assigns the correct category for each merchant (or place).

    14 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

  • Don't see your idea?