Happy Friday everyone 
Another one of our most requested features is currently in progress! And we need your help to test it 
Expense Pots, spend from Pots, pay from Pots… however you want to call it. You no longer have to move money from your Pot back into your main account in order to spend that money — you can spend it directly from the Pot.
You assign merchants and/or categories (even custom ones) to a Pot, and any transactions matching your preferences will be automatically debited from the Pot. You can set up multiple Pots, each with their own merchants or categories selected. 
If you’re interested in helping us beta test, you can join the waitlist here.
You’ll get an app notification when you’ve been invited into the beta, so be sure to keep an eye out 
As always, we want to hear what you think! Things that work well, things that didn’t work as you expected, any questions you have, or anything that wasn’t easy to understand 
We want this to be built with you in mind, in a way that makes sense to you.
What is a Pot and why does this matter? 
Pots make sure you have enough money set aside for the things that matter most to you, like groceries, bills, vacation, etc. Spending directly from your Pots helps you stay organized and on track with money coming in and out for specific reasons, like paying your phone bill or buying treats for your four-legged friends. 
How do I spend from a Pot? 
You can use an existing Pot you already created, or create a new one. Note: this will only be available once you’re accepted into the beta.
- In the “Manage” tab of the Pot you want to set up, tap “Spend from this Pot”.
- Choose what kind of transactions (by category or merchant) should be made from the Pot. Any transactions matching your selections will automatically be withdrawn from that Pot.
You can have both categories and merchants assigned to the same Pot. Merchants will also take priority over spending categories.
For example: you have a custom category called “Fast Food” and those transactions come from your “Eating Out” Pot. But you also have another Pot called “Happy Meals” and it’s just for McDonald’s transactions. Even if McDonald’s transactions are categorized as Fast Food, they’ll still come out of your Happy Meals Pot. 
What if I don’t have enough money in the Pot? 
“Auto-cover” is on by default so if there isn’t enough money in the Pot, we’ll use money from your main account balance instead. You can turn this off at any time and payments will decline instead if there isn’t enough money in the Pot.
switch please 
