I still like summary to see how quickly I’m burning through my monthly budget! That green is nice and reassuring!
Does anyone know if it’s possible to lock a bills pot or whether that will prevent bills from being withdrawn from those pots? Would be nice to put committed spend money off limits.
So I don’t get my salary at the top of my feed the day before as I’m not paid by BACS however will I still be able to use the salary sorter when it hits tomorrow?
Buzzing to see it’s any payment over £100. Still get paid into my FD account for CASS switching bonus reasons but transfer to myself each time.
Have set up SOs to my bill pots on the 1st of each month so unsure if this is going to add much value until I can choose it to be automated? As now I don’t even have to press one extra button - just transfer my money over.
I think they’ve said it works for any income above £100
Nice thank you.
How is this different to commited spending?
Nice to see this should/will work with ESA payments. Unfortunately, that is my salary at the moment I did have some scheduled pot transfers set up to transfer money to my bills pot every four weeks, but I’ve cancelled them so I can give this a go in a couple of week’s time!
Summary always tracks reoccurring card payments which aren’t yet sorted by bill pots
Welcome to the community!
Committed spending is either budgeting in your main account or moving it out to a new bills pot so it cannot be spent. This joins it all up so you do not have to manually move money around
Will there be a way to send the exact amount required for your bills pot without having to manually work it out? I find that a nuisance that should be smarter
Given that your Bill pot has no idea what the exact amount will be, I’m not sure how any automatic system could ever be relied on. (Yes, I know some bills are more predictable than others but that can’t be relied on)
it knows what the DDs were for the previous month and they dont tend to change much so just use that?
Yeah, they can and it MAY be correct but I wouldn’t want to rely on it.
Excited to try it next month! Just to make my voice heard, I’d also like:
- Not to be asked if I want my salary split - just do it as soon as it comes in automatically! Most of the time I have bills which come out on the same day as my salary comes in so unless I’m awake at 2-4am to manually split the salary, the bills pot becomes useless for me!
- Ability to have percentage splits. i.e. I might want to put £200 away for my credit card bill a month, but I want to put away 10% of my salary for savings
- Would also like more automation… Summary has the ability to see my last month’s & average committed spending - can I have the option to put this value in one of the fields? i.e. Put last month’s committed spend (e.g. £756) into Bills pot
Slightly off topic, but I’ve always wanted the ability to add my payslip to my incoming salary transaction either as a jpeg but Ideally a PDF. Does anyone know if this is an option that is being explored?
pretty much what i said regarding point 3
You can only sort the money once it comes into your account. We may look into pre sorting in the future, but for now you will have to wait sory
Hi,
I sorted my salary and want to make some amendments. Previously I selected my salary and the option was available to allocate my salary payment to different pots. Now I cannot find the Salary Sorter option anywhere.
Thanks!
This feature looks ok I guess and it’s always good to see new things being developed but in its current state its fairly pointless for me until it becomes an automated process. Until that happens I’ll just stick scheduled pot transfers