How to set up multiple categories for a transaction?

UK Help
1

Hello! I can see that, with Monzo Extra, I should be able to assign multiple categories to a transaction. But I can’t figure out how to do this. When I select edit category, there is no clear option to assign multiple categories. It’s also not possible to select more than one category at a time (I’ve added a screenshot). I tried uninstalling and reinstalling the app but to no avail. What am I missing??

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2

Pull the page down a bit. I have a “Pick more than one” toggle at the top, but I think you have to pull it down once and then it stays uncovered.

3

No joy sadly, still no multiple categories option :cry: but thank you for the suggestion!

4

Selecting multiple categories works with:

  • Monzo Personal Account
  • Flex
  • Connected Accounts

It does not work with:

  • Monzo Joint account

I’m not sure about Business Accounts as I don’t have one.

5

Ah this is the answer - it’s a joint account. Sad!

Thank you for your help

6

Hi Monzo. Please can you widen the ability to assign multiple categories for a single transaction to joint accounts? I’m a ‘Perks’ subscriber, but this is the sort of thing that makes me wonder whether it’s worth it for me. What I want is to be able to accurately track spending. Thanks.

7

Only started 4 days ago with Monzo as a joint spending account (with pots, budgeting and tracking) and already hit a major roadblock…

How is it even “allowed” to not enable the multiple categories feature for joint accounts?

8

I thought the same. If the perks are supposed to carry over into the joint account for the person on a paid plan - why are multiple categories not available and/or why can’t you upgrade the joint account individually and just allow ALL the perks on the joint account?

I imagine like many others, I seldom use my personal account, so having these features on my personal account is a complete waste of time and money for me

9

This one feature would make the whole Monzo experience so much better for me.

Both my husband and I have paid accounts - why are we not able to access this feature on our joint account, which is the account we use for 90% of transactions?

10

Hi @kalice76 & welcome :wave:

Vote for Joint account ‘perks’ (paid plans) here:

It’s currently the #1 most voted-for feature, and has been for some time. No guarantees it’ll ever happen, but more votes can only help fight the cause :raised_fist: