So my bit of feedback on Salary Sorter after using it a few months - I feel like the āremember these settingsā option might need some tweaks in how it works.
Since it arrived in September, Iāve used it, and itās remembered my settings for each month. Even with minor fluctuations in my actual payment (maybe ~Ā£10 due to change in pre-tax things).
All fine.
Come January pay, I get a bonus - doesnāt recognise the previous sort from the same source. Fine, the value has changed somewhat. Thatās OK.
In Feb, my Salary would have been the same as in December, so I was expecting the sorter to remember my December settings and apply those - but it did not.
I donāt know how the memory setting works, but seemingly small changes arenāt affected but big ones are, from the same source (unless there was a change in Sorter that coincided, maybe), but it would be useful, IMO, if the memory would still capture a payment source/value itās seen previously, even if it wasnāt the most recent one from that same source (if that makes sense)
Maybe a rare event (1/12 monthsā¦) but itās probably not āedge caseā, I would have thought?
It will probably never happen, as @simonb has mentioned either in this thread or elsewhere, Banks do not get a 3-5 day notification that a payment is coming out like Direct Debits.
They are instant transactions like contactless payments.
For me I have set up my card subscriptions to be payed with a credit card and have that DD taken out of a specific pot, how ever Amazon prime yearly I donāt think you can specify the card to use
I do wonder if weāre overcomplicating it. Wouldnāt it meet most peopleās needs if the money comes out of your current account then is moved from a pot?
Iām in agreement. After all, this is what Pay-from-Pot does, but just slightly quicker.
The ability to set a payment to a particular merchant to have the same amount transfrerred from a named pot to the Current account would āsortā it for me. Every little automation step helps.
Maybe, but for myself my main balance is always Ā£0 and Monzo is my only bank account as is a JA, so will always decline
I was even moving money weekly to a āsubscriptionsā pot but always forgot to move it to the main balance for end of the month, and as you have posted else where no option for ālast dayā of the month
So just to revisit this comment of mine from a few weeks back - I got paid last week, and the difference in salary between Feb and March was Ā£0.40, and the sorter didnāt remember my February settings.
Not sure if someone has cranked sensitivity all the way up to 11, but feels like that small change should be remembered. In the past it seemed to remember changes of a few Ā£ here and there, so weird that this isnāt.
The difference in the too months, was lets say Ā£199.70 ā Ā£200.10, so Iām not sure if āhittingā the next Ā£100 mark is the cause but feels like that wouldnāt be the best way for the memory to work.
Anyway, not sure if anyone else is seeing this issueā¦ Will see what Aprilās paycheck brings!
Due to getting weekly and monthly benefits and the wifeās wages (the latter fluctuates massively month on month), the salary sort remembers each one, obviously it remembers every thing up to the variation, going to guess remembers if higher than last month if less doesnāt? (Not really to much interest in it )
I would love for salary sorter to āliveā somewhere in app. A place you can go to check and review what youāre planning on doing with your next salary payment.
Something like this but with a bit of polish (the numbers here are just made up examples).
It would give you a nice visual and allow you to see how youāre planning to spend your money. You could decide if you want to get that car sooner perhaps itās time to cut back on your HelloFresh subscription.
This could become quite cumbersome quite quickly for those with multiple incoming payments. Youād need list pages to select the payment from and so on as well as the actual mechanism for editing.
Iām not saying itās impossible by any means, but when itās come up before thereās always been quite a lot of work in there to manage all the different combinations that are possible with this.
I have this in Excel format, my expected salary, what Iām putting into each pot etc and then move the numbers around until Iām happy with whatās left.
But Iād much rather have it in Monzo. Having salary sorter only visible when payment has arrived seems a bit restrictive.
True but I think itās a case of having multiple features or ways of working for multiple use types, rather than trying to create features that try and fail to work for all types of users.
Or worse, not trying at all and saying itās too difficult or a particular feature wonāt work for everyone.
āWhat do you think your next salary payment will be?ā
Ā£20,000,000
āHow do you want to sort it?ā
Private Jets Pot - Ā£5,000,000
Vigilante Justice Pot - Ā£1,000,000
Taxes Pot - 47p
Rainy Island Fund - Ā£4,000,000
Basically no different than it already is. Except Monzo doesnāt pre-fill the top payment part and you can get to it to alter it throughout the month.
Sorry to drag up an old thread, but can anyone confirm they are able to sort personal account salary directly into joint pots? Someone on this thread said a few months they were able to, but Iāve just received my April salary and this still isnāt possible for me
Never heard that that was possible. The only change I heard of was the addition of the ability to do a transfer to the joint account as part of a salary sort. (I donāt have a joint account so havenāt tested it.)
