Grouping spending

(Matthew Sochor) #1

When I purchase things on PayPal now, it comes off my mondo card which is through PayPal, however it doesn’t show PayPal on the expenses screen, instead it shows the sellers account. A button to create your own merchant should be made so I can put all my purchases into a PayPal section with a icon.

(Pete Mallam) #2

Anything that allows for organising and automating the spending patterns and budgeting on my card would probably be a great idea. Layering the transaction types is a cool idea.

Could then allow me to create a grouping for household, guilty pleasures, technology etc so the missus can legitimately complain I spend too much money on tech.

(Alex Sherwood) #3

I could be wrong but I’m guessing that this challenge will be resolved if Mondo can id the transaction as a PayPal transaction and in which case, the transaction will be tagged / grouped automatically. The product team has a preference for avoiding manual user entry wherever possible.
There’s also a similar issue with Uber & Stripe transactions not being grouped correctly because additional characters are being added to the transaction labels.

In the meantime, my suggestion would be to tag these transactions. I’d recommend using emoji, rather than text to avoid typos & lower / upper character variations which will cause issues when you search for the ‘tag’, plus emoji are easier to spot when you’re scrolling through your transaction feed.
There’s a :parking: emoji for example…but worst case #PP might be an idea (hashtags being the most likely prefix for custom tags if Mondo ever supports them).

I use emoji to group my transactions for spend on taxis :oncoming_taxi: so I can get to the total for Uber + black cab combined & takeaways :pizza:.

Once you’ve tagged your transactions, you can just search for the tag in the Home tab’s feed, apply any other filters you want & you’ll get the total amount spend + average transaction value at the bottom of the window :thumbsup:

Custom Categories - 1
Notification Actions
More categories for budgeting
Custom Categories - 1
Targets for budgets feature request
Custom Category Creation
Apple Watch
Custom Categories - 15 & New Category Requests
Custom Categories - 8
Custom Categories - 1
Custom Categories - 6
User Creation of Categories
Display Number of Results / Transactions in Search Summary
(Matthew Sochor) #4

That’s a good idea, thanks! :+1:t3::blush: