Feedback on Account Addition User Flow

[philippilievski]

Describe the feature

When using the tool to add a new account, I was immediately redirected to the Accounts tab. While this might seem logical at first glance, the Accounts tab is located within the Settings section. This placement is somewhat counterintuitive.

Upon adding a new account, my primary goal is to add transactions or perform other account-related tasks, not to view the Accounts tab within Settings.

Why is this feature important?

Improves usability.

Additional context, screenshots, and relevant links

No response

[zachgoll]

@philippilievski I agree on the redirect behavior. We should be redirecting to the specific account view after a create/update.

RE the accounts management being in settings—from what I've seen this is pretty common for personal finance apps with bank connections (which we'll soon be implementing). @justinfar correct me if I'm wrong here, but I believe our "Settings" is a more general "catch-all" for anything that's not related to the main flows of the app?

[philippilievski]

Thank you for the quick response!
Perhaps a brief notification or guide could help users understand why they are being redirected to Settings and how to proceed with adding transactions or other tasks. This could make the process more intuitive for new users.