In-app Bank Statements

Nationwide convert all descriptions to lower case with word caps. It’s far from perfect, but I think it reads better than all caps as in Monzo’s statement; it’s much easier to parse. If we’re not going to get ‘pretty’ names, I vote for lowercase text with word caps.

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The intention is to make the statements look ‘pretty’ too at some point (like we just did for direct debits).

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Is it just me or are the statements not quite A4? Might just be me though…

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How do I access/see statements?

I think you’re right, they look like US letter size…

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well that needs changing then! A4 size please.

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You are correct, they are US Letter size:

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A4: 21.0 × 29.7 cm
US Letter: 21.6 × 27.9 cm

I agree this should be changed to generate A4 so we can print without odd margins (and because the proportions of A4 look much nicer! :wink:).

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Android
Going to mostly compare to my old bank statement, the differences I’m noticing at least:

  • My Current balance says including pots, but doesn’t
    • It’d be good to see live / pots separately
  • Start of month balance would be nice
  • Page Numbers / Continued footnote?
  • Negatives and Positives seem hard to differentiate
  • Icons in future would look cool
  • Pot Transfer - Which pot?
  • Could Notes be added in?
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When I tap the ‘Bank Statement (PDF)’ button I seem to get an error (see image). However, QIF and CSV files are exported as normal. Is anyone else getting this error?
Screenshot_20180126-163006

UPDATE: turns out the app just needed an update. It works now!

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I wonder if a prospective mortgage lender would be concerned about my ‘Pot Transfer’ habit? :blush:

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I have a ‘p2p’ transaction I assume is Monzo to Monzo but then I have a ‘transfer to 07xxxxxx’ transaction that I assume is also Monzo to Monzo.

Is there a reason they appearing two separate ways?

I think the ‘Current Balance’ should state as of which day I had that balance. For example, Current Balance as of 26/01/2018

Also the pending items should be changed but I understand James will be working with the Mastercard Payments team after you have shipped statements to everyone to resolve these :slight_smile:

Statement 01.01.18 - 31.01.18 ???
Seems to be a bug… how you can produce a statement till 31 if today is 29?
image

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For reference, on iOS, the current balance on the statement also doesn’t include pots (and also says that it does).

Probably the same service produces the statements for both, but thought I’d mention anyway :slight_smile:

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I still just get errors when trying to generate statements.
image

I have informed COps a few days ago but just wondering if anyone else is having issues

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Thanks for all the feedback so far, and please keep it coming :blush:

I’ll be going through it at the end of the week with the team, and we’ll respond with how we’re acting on it.

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I only get the option to export from January (1st - 31st) or all of time…I see no option to define a date range? As I get paid on the 22nd of each month that would be useful

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Here’s how to scroll back through the different months -

but there’s no option to define a specific date range, I’d find that useful too :slight_smile:

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Thanks Alex. That is useful! Might do until they add a bespoke date range.

I’m getting the same issue.