Now that you can have any number of ISAs, I find it difficult to keep track of how much I’ve put into an ISA in any tax year.
I’d like Monzo to make that simple for me: let me see how much I’ve put into various ISAs and show me clearly a) how much that adds up to and b) how much of the ISA allowance is remaining.
Bonus points for a new category that would do that all automatically by tagging the right category.
somewhere that adds up my ISA contributions (I know I have a calculator, but it could make a nice stopping off point for Monzo Investments and, you know, generally help customers out).
a net-worth dashboard - perhaps including something like this, and seemingly what Barclays does (keen for screenshots once they’ve rebooted their hamsters @descendent!)
I’m not sure Monzo will have the data access with savings and investment providers to track this. It gets even more complicated when you throw flexible ISAs into the mix.
But yes, I agree a better way to track this would be nice.
You know what, I think this would be my preferred solution. I can already track my salary in the HMRC app, having the same for ISAs would be fantastic.
tbutz
(🏳️🌈 Producer of "low value commentary")
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Is that Barclays Wealth Hub for us proles, though? I can’t see it anywhere in my regular app or online banking. Perhaps it’s just for Premier or HNW or something, unless I’m just not seeing it.