Sentiment

We have a unique Sentiment Tracking feature, allowing users to mark transactions with a positive or negative sentiment. This helps you not only categorize expenses but also understand how they align with your financial goals and emotional responses. Here's how it works:

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How to Use the Sentiment Feature

1. Adding a Sentiment to a Transaction:

   • When logging a new expense, you will find a "Sentiment" section near the bottom of the entry form.

   • You can choose from a range of emotions by selecting the thumbs down for negative purchases or thumbs up for positive experiences.

   • Sentiment color bubbles also allow you to further refine how strongly you feel about a transaction.

   

   
2. Tracking Negative Transactions:

   • If you've marked a transaction as negative (thumbs down), Beyond Budget lets you quickly review these regretful purchases.

   • Use the Search Transactions feature and select "Purchases I Regret". This will show all expenses marked with negative sentiment, giving you a clear view of areas where you may need to adjust spending.

3. Insights Based on Sentiment:

   • The app is designed to learn from your transaction sentiments over time.

   • You'll receive personalized insights in the "Budget Summary". These insights help identify patterns, like when certain days (e.g., Thursdays) tend to have higher "thumbs down" transactions, prompting you to review your spending habits on those days.

   
4. Filter by Sentiment:

   • You can filter all transactions based on sentiment for deeper analysis using Smart Search feature.

   • In the Smart Search, the filter allows you to isolate transactions with negative or positive sentiment, helping you focus on areas for improvement or celebrate financial wins.

   

   

Insight analysis is an exclusive feature of the Pro Plan. It provides detailed reports on your spending patterns, helping you identify habits, track emotional responses to purchases, and make more informed financial decisions.

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Practical Example

Let’s say you bought something you later regretted. In the New Expense screen, you mark the category as "Stuff I Forgot" and add a thumbs-down sentiment. Later, when reviewing your transactions, you can filter to see all regretful purchases, giving you valuable insights into spending habits.

Always add a simple note explaining your purchase for better insights.

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This feature helps transform your budget into more than just numbers. By understanding the emotions behind your purchases, you can make smarter financial decisions, helping you avoid unnecessary spending and realign with your goals.