Please see the above post - with the introduction of custom categories with Monzo plus, it would be really good to be able to categorise all previous payments to a particular company/person in bulk rather than going through one by one.
My main example is tracking gift aid for tax purposes. I have two categories, charity and charity gift aid. I want to put those payments that are gift aid eligible into the right category going back at least the last 18 months
I like the way you think! The lack of batch changes is making it quite hard work to take advantage of the Monzo plus features.
I can do all of this relatively easy in the spreadsheet, only to watch it not sync properly.
I think itās fair to say Monzo plus google sheets export is one of the power user features, and bulk updates would really make it so much more useful for the audience itās targeted at.
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Anarchist
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4
If the Google Sheet integration worked both ways, Iād be looking down on Jeff Bezos from my mighty pile of cash.
Yes - and the option for updating similar transactions e.g if you set one fuel station one to āfuelā it asks if you want to set the other x amount of transactions to that too.
Note: My Natwest app offers this functionality FOR FREE so Iāve voted for it, but it absolutely should not be a plus only feature
Totally agree with this! I would have thought new plus accounts should have the option of something like āapply to all transactionsā that would be soo much easier, I know itās probably picky but I wanted all the categories to match
Itās not picky. I have my payments all exported into a separate dashboard and without historic payments being in the same category, my reports are all weird and have strange cutoffs
Iāve been playing with Emma and Yolt this week and Iām loving the fact that when I change the category of a payment for petrol from Shell for example into my new āFuelā category, it automatically gives me the option to move ALL payments Iāve ever made to Shell into the Fuel category.
This seems like a no brainer as currently on Monzo Iād have to manually go back through and update every single past payment if I wanted my historic spend graphs to match up?
Glad itās not just me! Itās all well and good offering the ability to create custom categories in Monzo Plus, but if actually using them is going to mean hours of admin on the customers part to match everything up I can see that being a major detractor to the usefulness of that feature!
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