Labs Feedback: Summary 📊

Looking good so far, super exciting.
Would be nice to be able to set which payments are reccouring/bills/expected myself though!
I think your planning too anyway from what I remember… but more category’s would be appreciated :ok_hand:

Ditto, this is how I do it

Really excited about this change! A couple of points:

  • When I open the iOS app, the menu label shows ‘Spending’. It continues to do so, including when clicking through other tabs, until I click on the tab when it switches to ‘Summary’.

  • It also shows me having £0 left, but with a green thumbs up that I’m set to have money left.

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Same here. Spending turns into summary once pressed

I selected the “salary” date - how do I now manually change the date range period?

Have you enabled labs on Android as well? It’ll need enabled on both devices.

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Not sure if the income section of the summary has been discussed. First of all, it counts the starting balance as income, when it really isn’t income. In my case I had £75 in my account and transferred £1000 (say, a salary). Now I have £1075 in my account and the Income Section tells me that I have £2075: Starting balance £1075 (??) + Transfers £1000.

:thinking::thinking::thinking:

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Yeap I had the same problem. The response I got from Jami was that for the time being to get round that, moving your current balance to pots before you get paid e.g payday would mean your income wont include your existing balance.

I hope they fix this in the future as I really don’t want to have to move money to pots every month for the “income” section to be correct

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What happens when my pay date falls on a weekend, meaning I’ll get paid early? For example I get paid on the 27th, but during May this will switch to the 25th, as the 27th is a Sunday. How will this effect the dial and the up and coming targets?

For now - If you are paid early, you can choose to either ignore it, and let your new month start on the 27th as normal (with your early salary payment being carried over), or you can start a new month from the day you were paid, which will run until the same date next month.

We plan to make this more flexible soon, to better handle being paid early/late.

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It also shows me having £0 left, but with a green thumbs up that I’m set to have money left.

This sounds like a bug in our backend systems. Have you just started your month with a balance of 0 and no transactions? Are you using iOS or Android? Cheers!

The pulse graph for me has starting again as 1st of month

Surely needs to be in line with the spending and my payday ?

Apologies if already said

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There seems to be a bug on my Spending screen. My first guess is it’s related to Monzo Labs although I turned it off since I’m not paid by a salary.

My only expense in May is a £5 charge but Spending shows I already spent £9.5 in total?

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Hey, Pulse isn’t currently synced up to your Summary months. This will come in a later update.

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Hey - When is your Summary month running from-until? It might be that your targets are looking further back than May 1st?

Um. I bought some stuff on eBay recently and used PayPal linked to Monzo bank account and these have just appeared in my Planned Spending bit.

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Odd thing is they’ve appeared as income rather than payment?

I believe these are direct debits too…?

I appear to have been given 71p for free? :face_with_monocle:

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I too am having that… I pay Virgin Media Money £100 a month for my Credit Card but in Summery today it says I’m going to get +£100 from them!

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Winner… or not as the case maybe

It’s kinda odd as it (and I assume yours too) don’t show in the normal home screen. :thinking:

Unfortunately this is a bug from some related WIP to show upcoming Direct Debits in the feed. Fix on the way!

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@anon41842569 A loft of my bills went out on the 1st of the month so this big red summary looks a bit scary but I’ve clearly got money left for the rest of the month:
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