Display running balance with each entry

[anon95680666]

To reconcile your account you could download your monthly statement which gives you your running balance, print it and file it, to refer back to and compare with your spreadsheet , I find that much better than crowding my feed…different folks eh

[richratt (Rich R)]

Replacing a number that’s irrelevant to me with one that isn’t doesn’t sound like clogging up a feed.

[Feathers (MikeF)]

Except that nothing will be ‘replaced’ since that number will have meaning for some people who won’t want to lose it. Why would Monzo just put themselves in the inverse position to the one they’re in now? Thus we’re back to additional things in the feed hence, probably, the discussion of clutter.

[Revels]

I think you should be able to “pull” a transaction to the left and it would show you the balance at that point.

[Addzy]

I was about to say this, pulling to the side should unveil running balance, Maybe the pull to the left should show a running nalance column for all transactions though, not just the one

[nathanthomson8 (Nathan)]

So i thought of perhaps a way of doing this in the current setup.

To be able to see balances and scroll through and see balances at a certain date in the past.

The first step would be to fix the feed to the just below card level. You would still be able to tap the top of the card which would cause the feed to roll down and reveal the buttons below the card. Tap the card or the top of the feed to return it to its fixed position. The reason it needs to be fixed is to prevent false scrolling etc. but maybe im biased but i think the feed is too sensitive at the moment personally so would like it to be fixed to take away some of the jumping about.

From that fixed position if you scroll down through the feed the left to spend balance and budget bar change into a scroller and a balance with the date, (excuse my crap mockups) but i think it could look like the below. Could keep your main balance there as reference also?

[Lukeoco]

I would find it extremely useful to see the current account balance under each line of in/out transaction.

This will allow me to look back over the past month of transaction and see the total at each transaction rather then adding each line to match the money to the total monzo says was at the start.

[Dannytc]

Setup an IFTTT applet to write each transaction to a Google sheet and keep a running log of your spending total that way as a workaround to not have to add it up?

[Anarchist (Press ‘Help’ search ‘Contact us’ or email help@monzo.com or call 0800 802 1281)]

Or download a statement.

[Dunsford (Colin Robinson)]

Or export the CSV and use it in a spreadsheet.

[LPG694 (Paul Lau)]

Hi,

Not sure if this has been suggested before but I’m struggling to following my transactions and plan my spending as there’s no balance figure after each day’s transaction.

Is it just me or does anyone else think this would be super helpful too?

Thx

[57n]

I would love this feature. +1

I know there’s workarounds, but using IFTTT etc takes you outside the app experience.

I would suggest having it so that for each transaction, you can swipe/pull it to the left and then see what the net result of that transaction had on your account (similar to how in many messaging apps, you can pull individual messages to see time stamps)

[Ordog]

@57n

but using IFTTT etc takes you outside the app experience.

Hopefully that will be changing too

[chloertully]

I’d love to have a running balance available within the app. I use this feature all the time in my other banking apps and get really frustrated that the information isn’t available in Monzo.

For now, I’ll use the statement download as suggested by others but this the smoothest of solutions.

[PhilJack (Phil Smith)]

I am surprised that currently it is not possible to see a historic balance at the time of a transaction, could this be added in?

Also within the Summary feature, it would be good to have the ability to view a historic trend by Period by category. Currently if you select a category (e.g. Grocery) it only shows the granular transactions.

Thanks

Phil

[damcclean (Duncan 🏴󠁧󠁢󠁳󠁣󠁴󠁿)]

I believe the only way to do this currently would be to view/download a statement of your account.

[Ordog]

This has already been suggested. Please search and add your vote to it

[PhilJack (Phil Smith)]

Thanks Dan, this is why I’m making the suggestion.

[AaronB1 (Aaron)]

This is something I’ve mentioned before, other banks allow you to swipe left and see your balance. I get the concern over cluttering the feed but surely something like this would help.

[Ordog]

Relevant post here that touches on why it’s not quite as simple as some believe it to be:

Account balance at time of transaction

Unfortunately we don’t currently support this. (The balance field dates from the Prepaid days.) A running balance is complicated by the fact that the amount on a transaction can change after the fact. The most common example is foreign card transactions, where the amount will change when the transaction settles, due to exchange rate fluctuations.