Account Balancer Navigation
Problem: The experience in EveryDollar mobile has the Account Balancer hidden within the Accounts section. It took me forever to figure that out when there wasn't a button in the assigned Fund itself to take me to Account Balancer and the subsequent account the Fund was assigned to.
Suggestion: Place a button within the Fund line item that will take you to the Account Balancer, and, if applicable, to the account the Fund is currently assigned to.
Problem: Once I assigned all my Funds to relevant bank accounts, I saw the differential with no call to action. What am I supposed to do with that information? Reading the Help Center, I am understanding I have to write down any and all differentials (writing it down wasn't actually there, but that's what I have to do to remember which belongs to which) and then go into each individual Fund to update the current balance.
Suggestion: Place a call to action button (CTA) in the Account Balancer for each account that has only one Fund assigned. That CTA will serve to auto-fill the Current Balance of the Fund, take the user to the Fund Details screen (for verification), and then allow the user to save the details and run the backend updates that are already built. With multiple Funds assigned to one account, I am not sure how that would work best.
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