Add notes to pot and account transfers when setting up the transfer

Although we can add notes to transactions that are to a pot or between a personal and joint account, the notes can be added only after the transfer has been made. This is cumbersome and it would be a lot smoother to have a notes field when setting up the transfer (as when transferring to another Monzo user or an external bank), so the note can be entered when creating the transfer. This is particularly important when moving funds between personal and joint accounts, because at the moment it is necessary to:

  1. make the transfer
  2. tap on the transaction
  3. tap the notes field, add the note
  4. back out to the transaction list
  5. switch accounts
  6. tap on the transaction
  7. tap the notes field, add the note
  8. back out to the transaction list

Pretty frustrating workflow!

I use pots to save. Obviously, the best way to save is to not spend. When I consciously do not spend (eg. walk instead of getting the bus) I would like to put the difference into my pot, which is fine but would be great to add a note on where I found that saving (eg. walked instead of paying more to TfL!)

Or, didn’t buy desert in a restaurant, avoided the pub one night, etc etc.

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Completely agree to this, when moving money you should be able to add notes at the point of setting it up, not retrospectively :slight_smile:

This annoys with with pots… and more so with bank transfers as on iOS you can’t add notes…

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