Andrew Fisher
๐ค SpeakerAppearances Over Time
Podcast Appearances
Let's just now focus on what's next.
That would have put a look of shock through your face, I imagine, if we captured that.
Right, so when we set up the bank feeds, some categories are automatically created.
So in this area, we've got an eating out and an alcohol category.
Now,
the way the categories or the transactions are automatically categorized, you kind of end up with Uber Eats in the eating out category or a pub meal in the alcohol category, which sort of doesn't really tell the true story of that spend, right?
So what we did was to create some additional categories.
So eating and drinking out,
alcohol retail, coffee and cafes, food delivery, takeaway, fast food, right?
And so we then created dashboards where we were able to look at the spend in each of those categories to get a clearer picture of where the money was being spent in each of those areas.
You could, yeah.
I think, yeah, most people have a particular area that they want to focus in.
Another one that's pretty common is streaming subscriptions.
Yes.
Because, you know, often things get turned on and, you know, they'll... Yeah, you do your seven-day trial and... You hand in your credit card details and so, you know, so that is definitely an area that people want to have a look at.
So...
You know, there are some dashboards in there that, you know, some of the delivered dashboards that have quite a lot of different widgets on there.
Whereas what I like to do is to sort of create a separate dashboard that's focused on that particular area.
So there's a point that a single place that people can go to and check in.
what their spend is looking like.