Cog Walk through: Getting Started - part 1

In this post and next series of posts are notes of cognitive walk through (refer to previous post) and UI Design ideas and suggestions for that context.



Screen 0
1.On first look it looks simple and straight forward to go ahead and set up your account.
2.Set up account equals creating new KMyMoney file. That is a little confusing concept.
3.Couldn’t find previously created and saved file. Probably the s/w could not remember the location where the file was saved, didn’t show recently used files as well. The location where the file was set to save by default was also a very deep and cryptic location. Came back third time to this point where I could not find the previously saved file. Fourth time tried to save the file with same name as previous, and it wasn’t allowed. That is when I saved the file on desktop and then on I could retrieve the file.


Screen 1
1.Go to My Financial summary doesn’t say anything – Should be disabled if not applicable as in case of no existing financial record.


Screen 2
1.Can this be skipped? If you skipped – can we maintain a “finish later” list? Does it remember half filled information? How to quickly get to “finish later” list?
2.Can these forms be smarter?
a.Auto fill
b.Drop downs for country
c.Format clues
d.Format checks
e.Forgiving formats: not strict
3.Nice to see “load from address book”


Screen 3
1.Nice to see “load from address book”, but couldn’t really understand how to maintain an Address book, is it part of KMyMoney or an application outside of KMyMoney
a.Content of the dialog box, can this be put in simpler words?
b.Rather than say unable to load, can it explain why it didn’t unload and say what would make it work?