You can already export to CSV in-app
It’s still there. Click on a transaction from a merchant and scroll down and click on the line that says number of transactions.
I haven’t been here for a while so I must have missed that bit
I haven’t yet read this thread - will do after work.
Could anyone let me know if the following is possible
- Add notes and categories to transactions from connected accounts?
- If the answer is yes, is it possible to add and edit these notes and categories whilst the transaction is in pending status or do you have to wait until the transaction has posted?
Having to wait until the transaction has posted is a general limitation of other account aggregators (due to difficulty matching pended and posted version of transaction) so if Monzo have solved this it would be great.
It is not possible sadly. This would be a massive plus for me.
One thing that would have been nice for new plus customers was a one month trial to see if it “fits the bill”
Can we have the option to add our own Monzo account to our account via Open Banking? We need feature parity with NatWest right?
Joking aside, I’m happy to pay for a best in class implementation! Where is contributing allows for much more dev time and a fully featured implementation!
I see what you did there
When I click the link for monzo plus, nothing happens? Am I doing something wrong
Staff can actually do this - it’s useful for testing but would be super confusing to let everyone do it
I actually don’t have that button on my connected account. Weird. It’s a savings account but I was able to do a easy bank transfer from it. Is that a bug or intended I wonder? Seems odd to me.
This is all super helpful feedback. Appreciate you taking the type to express what does and doesn’t work for you. Few follow up thoughts from me:
Really good point. I don’t actually think we’ve thought of that (“They’ll love the green!” ). Something for us to explore for sure.
Virtual cards are a bit like that! For some people, there is an obvious use case for Virtual Cards. We’ve tried to bundle this into two key value props; security and convenience. Using a virtual that you can immediate cancel after using on an unknown website means if those details get leaked, your account is safe (cc @alexs). In terms of convenience, you can use a virtual card for every transaction that’s not done in-person, so if you lose your new holographic card in the back of a taxi, you don’t need to update it online
Another really valid point. We use Experian for other parts of our borrowing business, but are yet to work out a way to incorporate into Credit Tracker. We’ve heard this a few times today so it’s one for us to think about.
Send us a photo when it arrives
Ok I see thanks, though that’s a little more convoluted and shows lifetime spend only. I miss being able to see monthly spend for a merchant without having to export to a sheet.
Does the holographic card come in an ‘Investor’ variety
You could also achieve this by clicking through that way or just searching on the main feed for that merchant (when you press space it should turn into a little grey box if the name matches) and then using the calendar icon above the keyboard to choose this/last month etc.
I have it enabled and I’ve used it before when it was release last week.
Should I see the button on my connected account? Because I dont
Check the thread it’s on the back
We currently just check if your connected account is a current account or not for providing the button, as support on other account types isn’t consistent. We’ll look at exposing this for savings accounts that do support it sometime soon though!
Ahh that makes sense. I’d love to see it on my savings account as that is my main usage of other banks.