Hi all. I’ve created some custom categories to record cost of some building works etc. But I can see no way of allocating the expense to the category - the custom ones I’ve added do not show in the list. Am I missing something which should be obvious!?
Are you trying to categorise transactions in the same (Personal) account you created them in, or trying to categorise transactions in a Joint account, Business account or Connected account?
Thanks David. I now see that the custom categories that I have already added relate to my personal account rather than the joint account I am trying to manage. Confused interface - I have no idea how to set up custom categories for the joint a/c!!
Tony Watts
Unfortunately, you can’t!
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Umm. If I was designing a banking system I’m afraid it wouldn’t look much like Monzo…!
Tony Watts
The issue is that features made available on paid tiers don’t apply to a Joint account. Massively frustrating, but it’s been like that since day one with Joint accounts.
If you haven’t already voted, vote for the feature here:
There’s no guarantee the issue will ever be resolved, but more votes means more people want it. It is currently the number one requested feature.
What would you go for?