Budget summary issue

Not been here for yonks so excuse if not right section / has already been discussed, but can’t find it.

Today I spent £200 and categorised it as holiday. Someone paid me back £100 of that via cash transfer, which I’ve also categorised as holiday. So I want the summary to show I’ve only spent £100 in holiday category.

Cash payments into my account don’t seem to go back onto my budget. I don’t have the option to either include or exclude them from my summary. (Although sometimes I feel like it does).

Any workarounds?

I have this issue a lot and it stops me managing certain things like I’d like to. Seems strange there’s no option to include these as part of your monthly spend summary…

I assume it’s same if you buy something then take it back for a refund. It would still show you’ve spent that cash when you haven’t.

If you use Trends instead, it should net off and look okay.

(It’s a bit silly there are two ways of seeing a similar thing. We’re told that there will be changes :soon: )

What’s Trends?!

An advance version of summary but think it’s only available with plus/premium

Right. where can I find that?

I’m plus.

Should be showing on your menu bar

No don’t have it

May not be enabled for you yet then! Thought it would be available to everyone by now

You should have a new tab at the bottom, called…
Trends. If you don’t, join me in sighing loudly, then drop Monzo a message (you might need to search a bit to find the button because easily accessible customer service isn’t en vogue apparently).

Okay thanks both. Definitely not a function I have access too.

Here’s a bit more info:

No, it’s available to everybody but you need at least Plus for graphs.

Thanks. Would like this

Are you on the latest version of the app?

As far as I can see. No option to update in app store

Monzo have advised it’s only available to a limited number of users at the moment

It was launched in August 2021. That’s five months ago.

If I might humbly say, that is slightly ridiculous.