Bills Pot Feedback

[MrBadger25]

Hey,

A couple of bits of feedback on the bills pot

The “left to pay” field says it is using my summary period to calculate how much I have left to pay. I changed my summary period recently but my bills pot hasn’t updated with it, which makes the feature very unhelpful. Could this be fixed? Maybe a separate date could be chosen for this (e.g. when I pay into the pot)? I dunno, I’m spitballing

Also a field showing the total outgoings from the pot would be so helpful - it would allow me to adjust how much I pay in without doing all the maths manually. Obviously this doesn’t change often, but I’ve moved recently so the number keeps changing

Thanks, love the app and would be great to see this feature improved!

[Revels]

Hi. Welcome.

Summary is dead so nothing is going to be changing with that. Are you changing the dates in trends?

Have a search for the other topics about pot totals, there’s at least 20.

[Achchu (Achchuthan)]

I have the same problem. I had initially set the reset date to the 20th; now I’ve changed it to the last working day of the month, and the bills pot still says the 19th of March, which isn’t helpful. I’ve closed the app and done a hard refresh, and the issue is still there

[Achchu (Achchuthan)]

Edit Summary Period when you no longer have the Summary page

This is still an issue. Had to search and stumbled across this thread to resolve the pots date not being set via trend. Searching for a summary report and updating the date in there is the only way to update the bills pot. Was driving me crazy that it wasn’t resetting. Even the FAQs and help text within the app still talk about updating the summary period as if it exists still. Overall looks like a defect + doc updates required for self help

This is how to fix it @MrBadger25

[davidwalton (Award Winning Hot Coral Analyst)]

The specific steps to be able to change the Summary period if you don’t have obvious access to the Summary ‘pie-chart’ icon at the top-right of the account display are here:

Edit Summary Period when you no longer have the Summary page

This works on Android, not sure for iOS: Go into a single account (Personal for example) Tap on the search icon (top right) Search for ‘Summary’ A list of 'Spending report’s is shown. Tap on any one of them At the bottom of the period report, tap on ‘See full summary’ Hopefully it works, to get you to access Summary , if it does: Tap on the Calendar icon (top-right) On the drop-down, tap on ‘Change’ and set the Summary period as required

[davidwalton (Award Winning Hot Coral Analyst)]

Hi @MrBadger25 & welcome

@MrBadger25

Also a field showing the total outgoings from the pot would be so helpful - it would allow me to adjust how much I pay in without doing all the maths manually.

The designated Bills pot does this. There are 2 sections:

• ‘Left to pay’ - this shows the calculated amount which still has to be paid within the current bills cycle
• ‘Upcoming’ - this shows the number of upcoming payments from today/now for the next month. Tapping on it shows the transactions in detail

The above displayed figures assume you have all the Scheduled payments/DIrect Debits correctly assigned to be paid from the designated Bills pot. Please note subscriptions (CPA’s) are excluded from the Bills pot operation

EDIT#1: My cycle is set to be from the 1st to the end of the month. I always check the Bills pot ‘Left to pay’ value on the last day of the month, to ensure the value is correct for the upcoming month.

EDIT#2: I used to use Bills pot in anger, transferring a single amount of money into the Bills pot which would cover all the outstanding payments in the upcoming period. But I’ve since changed to dumping everything into an Instant Access Savings Pot and drip-feeding into the Bills pot on a daily basis as bills are due, to take full advantage of the paid-daily-interest of the IASP