Introducing Salary Sorter and Bills Pots 🎉

Monzo Chat News & Updates
878

Just did salary sort today on JA, working perfectly fine! In case you wanted extra feedback

1 Like
879

Still not visible for me, though the debug issue has gone and I can see my account details again.

Salary sorter is a mystery as they said it’s not something that can be turned on or off, it just exists.

1 Like
880

Apparently doesn’t work if you’re in your overdraft.

2 Likes
881

Which makes sense, why encourage to salary sort money that might put you back in your overdraft , especially as you say, you were already in your overdraft.

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882

People in their overdraft still need to manage their budget so while I see the one side, I also see the other.

It’s not an important function for me personally, but some would appreciate it.

If Monzo took Pot balances into consideration the same way Starling does, it would be a good step forward (a total account balance instead of individual balances via Pots).

5 Likes
883

My pay date has changed and I changed it on my trends etc and it’s all working fine to reflect that on the 20th my month resets. However my bills pot still does not account for it, it still does ‘Left to pay’ for the month ending of my previous cycle, has anyone else faced this issue? is there an obvious option i am missing out on to change the left to pay to correctly reflect my new monthly reset day?

884

Have you changed the Summary reset date in ‘Summary’ to match the date you set in ‘Trends’?

The app seems to pull important dates from 2 different places (Summary / Trends) at the moment - and probably will until Summary is sunsetted.

885

Looked for this today but I can’t see summary, am i just missing something obvious here? :smiley:

886

It may have been ‘taken away’ from you. Summary is going away anyway, so people have reported the ‘pie chart’ icon at the top-right of an account view isn’t there for them anymore.

From the Bills pot ‘Left to pay’ information: “We use your Summary period as the date range.”

Which leaves you in a predicament of not being able to access Summary to change the date :eyes:

Part of me wants to say ‘Leave it until the next cycle’, so that later cycles will start to use the new cycle-end date, but I’m not sure that’ll work either.

887

Yeah the summary is not available for me. Also this is my second cycle now on the adjusted date. Might have to reach out to support or raise a bug here

1 Like
888

Anyone had an issue with Flex set to be paid from a pot, but still shows as coming out of a current account (as well as the pot)? Makes the ‘left to spend’ figure useless.

889

Any idea when we will be able to sort a payment that’s hit our personal account into joint pots? Can sort into joint account and personal pots just not joint pots

890

It’s over four years now we’ve had bills pots and we still can’t search in them!! Anyone know if search is anywhere close to being improved? I remember at some point ages ago someone said it was in the works as it needed a complete overhaul, but not seen anything recently.

1 Like
891

Finally managed to move some direct debits to come out of the joint account and then be taken from specific pots.
Next salary comes along and I can’t sort into my Joint Instant Access account or any of the joint pots.

It’s safer for me to not use Salary Sorter and set up a tonne of scheduled payments into all the pots, than to half use salary sorter and then manually move money to the joint pots.

This is extremely frustrating as the JA is now where the bulk of my spending happens thanks to mortgage, bills and service charge.

Is there a reason that we can think of that this couldn’t be done or is it just low on the list?

Also salary sorter STILL doesn’t let me sweep my previous balance into any of my pots which with the investment pots would be a really nice way to put the remainders to some use.

892

I’m sure joint pots were there at one point!

But you can move to the joint account and you can use the “move money” function to move to and from any pot, so I don’t think there’s a reason you can’t do it with salary sorter other than they haven’t added it.

893

For me, the process goes: salary into Personal, sort salary into pots, including ÂŁx to Joint. Flip over to Joint, click on transferred amount and sort again to Joint pots. A bit clumsy but it works.

I am able to use the move money function to move money from personal to joint pots, so the function for the salary sort is there but it’s probably not high on the list to implement.

1 Like
894

Hi,

Salary sorter is great. Could a button be added to trigger a previous saved sort manually? When salary is paid a couple of days early due to the weekend, it would be super handy to manually trigger the sort rather than recreate the previous one or leave the full amount in the personal account waiting for the date trigger.

Thanks!

KR,
Jonathan

895

Salary sort is triggered manually, not by date.

896

There is no date trigger. There’s lots of threads asking for it to be automatic. If you have a search you’ll find them.

2 Likes
897

I don’t think they’re asking for automatic salary sort. I could be wrong!

They want it to remember how the money was distributed last time so they don’t have to configure it all again.

It would seem being paid early makes the app think it’s a new payment so it isn’t remembered as it should be.