Intro to Core Experience šŸŽ‰

Thanks for telling us about this @ndrw! We’ll be exploring the payments tab in the next few months and will make sure to add this to the list - @Heldiney :eyes:

11 Likes

@giorgio Not sure if this sort of thing is covered by your team or elsewhere?

One thing at the moment that could be improved for me is a way to split a bill from the transaction screen without having to click through loads of screens. I use bill split quite a lot and it is annoying having to go into the transaction, then select bill split, then select the person, then select the amount etc I would love it if I could just click on a little icon next to the transaction and it then takes me straight to the screen where you select who to split the bill with (or something similar).

1 Like

@nurlan :eyes: :clap: :tada:

4 Likes

Thanks for the feedback! @Heldiney this is something you’ll probably be interested in!

Matt, are you iOS or Android? We’re making some small tweaks to the payments tab that let you split a bill directly from there, have you got any thoughts on that? Interesting idea about going straight from an icon

2 Likes

Thanks @giorgio! I am on iOS.

I’d need to see what you mean really before I gave my thoughts - can’t picture what you mean. But in terms of how I use bill splits, I would purchase something which would then pop up in my transaction feed (which is the first thing that loads up when I then enter the app). Then I click on the item in the list, I then have to scroll down the screen to find where to split the bill, I press that button and then have to choose who to split it with (99.9% of the time this is my partner), I then have to press on them and click next, I then input the split and click request money. It just seems very long-winded!

So being able to press a button next to the transaction allows me to not have to click into the transaction, then scroll and then press a button.

Is there any particular reason why the option to bill split is so far down the transaction screen? Again, having the little blue bill split icon somewhere near the top would be preferable so I don’t have to scroll every time (I never add receipts, and do bill splits a lot so it makes no sense to me why adding receipts is so high up on the page). I don’t have the data for how many people attach receipts but I would assume it is less than the number of people splitting bills (could be totally wrong!)

2 Likes

Shared an update on our progress here:

11 Likes

Hey Core Experience team, do you have any plans to work on the Shared Tabs feature? It’s my most used, and it hasn’t been touched in years and is still quite a flaky experience (Monzo Plus to non Plus sharing never auto tags Categories correctly).

I’m assuming it’s a rarely used feature compared to others, but wondering if that’s in your plans?

1 Like

Hey @chrstphrtlbt,
We aren’t actively looking into shared tabs at the moment, but that doesn’t stop me from exploring the problem space :eyes: Could you please tell me a bit more about your experience using these? What do you like? What could we do better?

7 Likes

We’re a heavy Shared Tab household as well.
Amazing feature but I’d really like to see it receive a bit of love.

Edit - just to add, when considering moving to Starling, Shared Tabs were the one feature that kept us with Monzo!

2 Likes

Thanks for replying Giorgio. As a heavy user of the feature, it just requires some love as I can’t think of a single update that’s happened there for years. A few bullets on what I think are issues:

  • I’m a Plus account holder, my wife is not. If I add items to a Shared Tab tagged with a Category for Groceries, if she pays me it always returns as General. If she adds Groceries and I pay, my payment will be tagged Groceries. It’s been like this since I joined Plus. (I’ve raised multiple support tickets, still no fix) and I manually have to go into every single payment from my wife and change the Category.
  • If you want to add multiple payments of the same Category to a tab, you can’t then change the amount the other people in the tab can pay, you have to add them individually.
  • No ability to Close/Leave a Tab if 1 person doesn’t pay via Monzo (they might have sent me Money separately to my account) and then you’ll have an Open Tab on your Payments page indefinitely. I had one open for 2 years that I couldn’t close until I eventually added a Custom Bill to the same 3 people, and they paid me the amount, for me to just then give it back to them.
  • Notification Badges for the Shared Tab don’t work very well, incredibly laggy and don’t accurately update quick enough. There’s probably a better solution around In-app Notifications that you’re working on separately that might tie into a fix here.
  • Shared Tabs with non-Monzo users, any chance of this?
  • No ability to add Recurring Payments (Gousto weekly) to a Shared Tab without it going into your Committed Spending. I still want to see how much I spend on Gousto a month in my Trends
  • The UI needs some love.

Hopefully that helps you with your discovery process a little. It’s our most used feature with my wife, because we put all Groceries, Eating Out, Travel and then Holiday expenses into individual tabs, specifically because we know we won’t move over to a Joint Account because it just doesn’t get the love the business can give it.

8 Likes

Just to add to @chrstphrtlbt’s great suggestions (budgeting and Shared Tabs don’t really work together at the moment).

It would be really useful to be able to add shared notes and receipts to Shared Tab items (like Splitwise). I find people tend to forget what each item is for, especially when the merchant’s name isn’t particularly recognisable (e.g., when on holiday).

3 Likes

The business account homepage had been changed - on the existing layout not the new one, and it’s really irritating.

Xero gives me a ā€œXero balanceā€ and suggests I compare this with my bank balance on the same day.

Since a day or two ago the business account and pots are now split into two sections each with their own balance. So now I have to do mental arithmetic or grab a pencil or calculator and add the two together.

I asked support and they have ā€œtaken this as feedbackā€ and suggested that I could ā€œsimplyā€ download a statement to get the combined balance.

Other than adding friction and irritation this seems pointless to me.

1 Like

Hey @giorgio and team!

It’s been a good few months since your intros. I’m sure we’d all love to hear about what you’ve learnt and what problems you’re tackling.

And naturally any spoilers/designs you can share!

How goes it?

7 Likes

Wife has just been opted in. And hates it already (activity, all pots together, the same things I hate funnily enough).

But… She chose the basic layout, and wants to try the alternative. But neither of us can find a way to switch layouts. Edit layout only seems to let you edit the layout you have.

Any ideas?

Edit. Discovered that for the moment she can still turn it off in labs. She’s looking at a Starling account.

To change the basic features just tap 3 dots next to Pots and change to list view or image view.

Then edit layout switch on Spotlight.

Very much the same as the other version then.

But yeah just switch it off in Labs for a temp removal but it’ll come eventually, just takes time as with anything. Starling are also allegedly due to revamp their app soon too.

Time to embrace change instead of running from it :sweat_smile:

Chase is probably one to check out, I don’t see them considering app layout changes any time soon.

2 Likes

What I said over here!

Actually, @AlanDoe shall we close this topic and direct folk to the updated one?

I’m sure someone will have a go at me for being unable to use search :joy:… I eventually found the other thread too. And yes would be good to close this now.