Category Useage

ironcore13
ironcore13
Community Member
edited July 2023 in Windows

There are many discussions on category usage, and I couldn't find the best place to drop my thoughts - hence a new discussion.

Info:
Mobile = Android (App)
PC = Windows 11 (Chrome plugin, and Desktop App)

Categories are nice. It's a much better filter than creating tags for everything IMO. My problems is this - let me give an example.

Scenario -
You are a Home Depot DIY'er. You have an online shopping account (username, password, website), you like 0% interest on big projects so you have an HD Credit Card (Number, CVV, expiration, etc), and now that you have the CC you also have an online account to the financial institution (username, password, website) so that you can pay your bill - you know, cause you're a responsible adult.

So now to capture all of this in 1PW and take advantage of the categories you'd have to create the following:
1) 1 x Login type - for the online shopping account
2) 1 x Credit Card type - for the credit card info
3) 1 x Login type - for the online financial instituation account

The problem is... 3 items in my 1PW. It's kind of annoying.

If I put the CC info on the CC Website login item and delete the CC entry, now it doesn't show up under the Credit Card category. Hmmm...

If I put the website, username, and password on the CC item and delete the online financial institution entry, then then there's no "Open & Fill" option. OK, no big deal, I can click the URL from the searched item. Well wait, now I can't Autofill the username and password - SMH

I can live with having the HD online (shopping) account remaining as a separate item, but to separate the CC Website Login and the Credit Card item is a bit of an annoyance.

Yes, I know I can link related items, but that's not my (personal) goal. Less is more, and organization is key.

Anyone have any examples on how they are handling the above type scenarios for themselves?

1Password Version: 8.10.9
Extension Version: 2.13.0
OS Version: Windows 11
Browser: Chrome

Comments

  • Tertius3
    Tertius3
    Community Member

    I have separate items for everything and organize items with tags. Categories are something I ignore completely, because they collect the form an item was created with, not what meaning I gave the items.

    If I search for an item, I type in some part of the item title or whatever I remember from that item. If I don't remember any part, or if I am going to manage items, I browse the items tag hierarchy.

    Autofilling is something I exclusively use the browser plugin for. I never use the "open & fill" function from within the desktop app. Instead, I use the browser favorites function as starting point for any kind of website access. In case a website asks for login, I use the data the browser plugin automatically offers for autofill. No search necessary. Just a click on the 1Password credential offer.

    I don't remember the last time when I entered my credit card info. In my regular shops, I saved the credit card info within the shops, so I'm not asked for the number. In occasionally visited shops, I use Paypal.

    If I should enter some credit card info, and the browser plugin doesn't offer autofill the credit card field on its own, I would open the browser plugin while already being on the website, change to the "all objects" view" and enter "credit" into the search field to find the credit card item. Then I drag the credit card number field from the browser plugin page and drop it on the website input field. That's not too inconvenient.

  • Dave_1P
    Dave_1P

    Hello @ironcore13! 👋

    I personally do the same as you're currently doing. So I have:

    1. A Login item for my account with a major retailer.
    2. A Credit Card item for the credit card that I've opened through the retailer.
    3. A Login item for the financial institutional that the credit card is open with.

    Since the credit card can be used at any merchant I'm not sure if condensing the credit card with my login for the retailer would make sense for me. In that case I could link the items together to show that they're related (as you mentioned): Link related items in 1Password

    But I can definitely see how having one item for both the credit card information and the login for that credit card's financial institutional would be useful.

    I've filed a feature request on your behalf to have our Product team look into improving how we handle multiple items of this sort in the future. I appreciate you taking the time to write in with your feedback and use case.

    -Dave

    ref: PB-34274143

  • ironcore13
    ironcore13
    Community Member
    edited July 2023

    @Tertius3 apologies, I never got notification that you replied. Thank you for sharing your experience!

    We are pretty close in use case in that I too use the browser plugin 99% of the time. I like the desktop app when I'm "organizing", and this is where Categories become useful to me. Plus, if there's already a "tag" (category) for it, why create another tag :)

    @Dave_1P thank you for your response! Yes, I completely agree. Not all CC's should be associated with an online merchant as they might just be a generic CC you would use anywhere. But being able to combine the CC (CC type) and CC Provider (Login type) would be cool, and remove one extra entry needed in this setup. For now I've done the same. I just use the Related Item feature to link them all together, so if I click the wrong one initially I can just quickly jump to the one I meant to go to.

    Thank you for filing a feature request on the topic.

    Thanks again! Appreciate everyone's perspective and use case scenarios!

  • Dave_1P
    Dave_1P

    Thank you again for the feedback. 😊

    -Dave

This discussion has been closed.