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Our current UI displays several "income" and "expense" metrics for transactions, and allows a user to "exclude" a transaction from these calculations.
While this is an acceptable UI, we should treat "Transfers" (generic) and "Debt Payments" (a specific type of transfer) as first-class citizens in the app as they apply to nearly all users globally.
Requirements
User can mark transactions as "transfers" through bulk editing
User can add a transfer
User can specify whether a transfer is "generic" (i.e. "cash") or a specific type of transfer (i.e. "credit card payment" or "brokerage withdrawal")
All transfers and subtypes should be excluded from income/expense calculations
Overview
Our current UI displays several "income" and "expense" metrics for transactions, and allows a user to "exclude" a transaction from these calculations.
While this is an acceptable UI, we should treat "Transfers" (generic) and "Debt Payments" (a specific type of transfer) as first-class citizens in the app as they apply to nearly all users globally.
Requirements
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