Plaid: Category Override Survey

JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.

Thanks for taking the time to share your feedback on a potential category override feature for the Transactions product.

In this brief survey, we'd like to learn more about how we can build a category override feature that is most helpful to you!

If you have more feedback, please reach out to: transactions-feedback@plaid.com.

Email *

Customer Overview & Use Case

Tell us a little bit about your application and your experience with building out an override feature.

Tell us a little bit about your app/company and how you use transaction categories. *

Have you built a feature that enables your users to override a transaction category? *

Yes

If you have built this before, do you have a sense of the % of transactions that get corrected? *

0-5%

5-10%

10-20%

20%+

Haven't built an override feature

Other:

Option 1

Clear selection

If you have not built an override feature, can you tell us why not and what your current solution is for handling incorrect categories? *

Override Granularity

Tell us a little bit about the granularity that you'd like for the override feature.

What level of granularity would you like to apply a category override for? *

Individual transactions level

Account level (e.g. credit card only)

Item level (all accounts associated with the item)

Other:

Required

Override Functionality

Tell us about the override functionality that would work best for you.

Would matching by "exact" and "substring" match in the transaction description be enough for your use case? (i.e. no fuzzy matching) *

Please response with "Yes" or "No". If "No" is selected, can you please provide a short description of what you need.

Would you prefer for match patterns to be case sensitive? *

Yes

Do you need the override functionality to be matched by other fields? (e.g. amounts, merchant name) *

Please provide the fields and share examples of why the field is needed.

Would you be able to use the override feature without the ability to create custom categories? *

Please respond with "Yes" or "No" and provide a short explanation.

How important is the "update" override functionality? Will the end user need to modify the rules or create and delete functionality is enough?

We plan to support the "Add" rules and "Delete" rules functionality. Tell us about your interest in having an "Update" rules functionality.

How can Plaid add more value to your app or service?

Would you be open to sharing additional feedback and/or getting updates as we build this override feature? *

Yes

Send me a copy of my responses.

Submit

Clear form

Never submit passwords through Google Forms.

reCAPTCHA

Privacy Terms

This form was created inside of Plaid. Report Abuse

Forms