Changing Flex category changes the payment category. Is this a bug or a feature?

[TomMills]

@keeyan

Thanks for your reply Boris. I really think it would be better if this didn’t happen. In fact I think Flex refunds should always be categorised as transfers and nothing else by default.

I don’t understand how this is supposed to work alongside the new trends feature now, since there is no way for my “Left to spend” to drop when I make a flex payment. If I’m trying to stick to a budget and want to use trends to keep an eye on it, it’s impossible now. Am I misusing or misunderstanding this feature?

I suppose I could just use the flex card directly, but then IIRC transactions don’t show up in the search history. So it’s a trade off either way.

Hey @keeyan

Something doesn’t sound right there… let’s get to the bottom of it.

When you’ve added Flex to Trends you should see:

-£75 current account - initial purchase on the current account
+£75 current account - refund when moving a purchase to Flex
-£75 Flex - the purchase now in Flex

All will appear in the same category, so your balance should go down as you expect:

Have you followed the steps in this thread to add Flex to Trends?