Help us to name a new Square Savings tool!

[EliseM]

Hi Sellers! I’m Elise with the Square Savings team. We are working on naming our new budgeting tool and wanted community input on the name.

With Square Savings, you can automatically set aside funds into dedicated folders, named after your goals (like Taxes, Supplies, or Bills). However, deciding how much to set aside, and for what, can be challenging.

We are working on a new AI feature that will provide you with personalized savings recommendations including what folders to create, and how much to set aside.

1. Looking at the four options below, which name would you choose for this new feature and why?

1. Insights
2. Budget Assistant
3. Smart Recommendations
4. Smart Allocations

2. Do you have any other thoughts or reactions you would like to share?

Alternatively, if you’d like to maintain anonymity, you can take our quick 3-minute survey to share your thoughts. Thank you!

[TheRealChipA]

Don’t hate me, @EliseM, but I do not like any of those. My first thoughts were “smart folder” or “smart savings folder.” Otherwise I love the idea. 

[EliseM]

Hey Chip! All ideas are totally welcome, so thank you for sharing this idea of "Smart Folders" and glad to hear it's something you'd find valuable. We’re always looking for ways to improve, so your feedback is really appreciated!

[Doran]

I like INSIGHTS.  The simpler the better.  

[EliseM]

Hey Doran - great feedback. Totally agree that a name needs to be clear and simple, so good to know that Insights resonated. Thank you for sharing!

[JTPets]

Yeah I wasnt sold on any of them either but selected Smart Allocations in the survey based on it being the only one that made sense at all 🙂

[EliseM]

Hey John! Thanks for sharing your feedback. If you had any other ideas that came to mind that weren't suggested, please let us know! We appreciate you taking the time to share your thoughts and are always open to new suggestions.

[rtfulk]

Budget Assistant looks like the best it is self explanatory, but I will throw in another name BudgetIQ

[EliseM]

Hey Randy! Thanks for sharing your thoughts! Glad to hear that "Budget Assistant" resonates and thanks for sharing your addition of "BudgetIQ"—it has a nice ring to it! We’ll definitely keep both in mind as we continue refining. Thanks again for your recommendations!

[RuckusDonuts]

Agreed with the others, none of these really say personalized experience IE like an actual assistant. Can't the user name it? That would be very friendly 🙂

Also, since we're discussing named features can we PLEASE come up with something easier that Active & Scheduled for Order Status?  I have to look in both to find orders due on the same day, which is incredibly frustrating. Today, Tomorrow & Upcoming, with every order that is in effect due today, tomorrow & upcoming in each, would be VERY appreciated 😄

[EliseM]

Hey David! Thanks for sharing your feedback and the suggestion of letting the user name it! I'm curious if you were to name it, what would you choose? 😊

Thank you for also sharing feedback on Active & Scheduled - it's important feedback and I'll be sure to direct it to the team who work on this feature! Thanks again for sharing your thoughts!

[RuckusDonuts]

You’re welcome Elise. One last name issue… I’m not David 😉

[EliseM]

Haha, whoops! All sorts of naming challenges happening over here! Sorry about that, and thanks again for your engagement!

[EstyGirl0023]

Hi Elise, I am new to community though I’ve used Square for some time now. Whatever you decide to call it, I wish ITEMS were separated from SERVICES with the ability to automate saving a percentage of retail sales. Having a dedicated account from which to replenish empty product shelves would make my life as an esthetician and solo business owner less nerve wracking.