Better categories functionality

[morganjones110 (Morgan)]

Would be great to get a bit more functionality with the categories, as they will often be wrong and take significant time to adjust if you don’t keep on top of it.

• Be able to select multiple payments (eg to move them all into one category)
• Be able to set all past/future versions of payments to a certain category (as we can with Monzo accounts) for the non-Monzo cards we have added to the app (eg Amex credit cards)
• Have access to custom categories for Monzo joint accounts (eg if both people have premium/plus Monzo)

Thanks!

[Revels]

@morganjones110

Be able to select multiple payments (eg to move them all into one category)

Batch categorisation for historic payments

Continuing the discussion from Setting categories automatically to older payments: 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 …

@morganjones110

Be able to set all past/future versions of payments to a certain category (as we can with Monzo accounts) for the non-Monzo cards we have added to the app (eg Amex credit cards)

Connected Accounts: what's next? 23/24 edition

It’s July, the sun’s out and it’s time for our annual “what next for connected accounts?” poll! Here’s the 2022 version. And here’s the one before that. It’s been a mixed year on the connected accounts front. Nationwide is still broken. There’s a bunch of new connections that have been sitting in labs for quite some time now. But Starling got added, and we now have budgeting for connected accounts in Trends as well as notes. Which is kinda cool. Whatever is going on in Monzo Towers, we shall …

This one is mentioned in various places, this is probably the best place to keep this one.

@morganjones110

Have access to custom categories for Monzo joint accounts (eg if both people have premium/plus Monzo)

Coming soon.