Custom Category Help

Help
1

I’m wondering if anyone can help.

With custom categories, can I set things like pot withdrawals to a custom category rather than its Monzo default “transfers” one?

As I spend so much time per month swapping over different transactions to make sure I can track my categories in trends.

I know some transactions let you set it so any future transaction of that chosen retailer is always a chosen custom category. However, for adding and withdrawing money from a pot for example, I see no to do this other than do it manually and set to the category i want which to be honest is a pain and time consuming

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2

I’ve always kept transfers to and from pots as just transfers as the actual spend would be categorised as it should be otherwise it would be totalled twice in the month not just the once.

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