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I propose we have 12 default expense types - as follows:
Type | Short description | Status | Justification |
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Machinery purchase or rental | Renamed | Heavily used. Renamed from “Machinery” to mirror that many tasks are using rented machinery. | |
Utilities | Proposed | Commonly used for monthly or annual expenses such as electricity, gas, and water (including irrigation). | |
Labour | Proposed | Heavily used. | |
Seeds and starts | Renamed | Combination of existing “Seeds” and many entries under “Other” related to transplanted seedlings or starts. | |
Soil Amendment | Retained | ||
Equipment, supplies, and maintenance | Renamed | Combination of existing “Equipment” with “Building supplies” and “maintenance” found during “Other” analysis. | |
Fuel | Retained | ||
Pest control | Renamed | Renamed from “Pesticide”. Includes purchases of ingredients and services for both weeds and vermin. | |
Land purchase, mortgage, or lease | Renamed | Renamed from “Land” to more clearly define different relationships to land relationships described in “Other” analysis. | |
Transport & logistics | Proposed | ||
Licenses, taxes, and dues | Proposed | Combination of “Tax” and “Licenses and dues” found in Other analysis. | |
Miscellaneous | Renamed | Renamed from “Other”. Should be less visible than other types. |
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Follow-up questions
Question | Answer | Date |
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Does it make sense for custom expense types to be at the end? Should they be elsewhere? | ||
How do we make types both short and crisp and descriptive? | Make the short descriptions searchable such that if someone searches for “lease” it brings up “Land” and “Machinery” since both of those might have the idea of a lease embedded within them. | |
Is alphabetical sorting the best ordering for expense types? | TBD; we would need a very good reason to move away. If we do move away, it needs to be statically ordered. | |
With 12 default categories, it feels like we’re right on the edge of tiles being a useful tool. Do we need to rethink the selection process / flow? | Remove or reduce icons role and move to list view rather than tile view. Loic Sans thinks he can also support longer titles on a list view. | |
It’s often difficult to disentangle whether something is purely labour, purely machinery rental, or a combination of both. Do we need to be able to answer this or is it sufficient to allow the user to select one or both? | Different ways to document combinations of labour and machinery rental:
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Is there a way to make “Services” more useful of a category? Examples from the data include:
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