So to follow up on this, I’ve just been to a petrol station I’ve never been to before in the Czech Republic. The transaction was assigned to my custom ‘Fuel’ category automatically.
4 Likes
Have you edited out the address in your screenshot yet left the map and marker there? 
Nope, that’s legit how terrible the merchant data is.
2 Likes
Oh wow, that is bad! 
1 Like
If you cancel Plus, what happens to historic transactions that you’ve assigned a custom category?
They’ll go back to a default one.
3 Likes
Then I believe if you resubscribe they will go back to your custom ones again 
2 Likes
If I amend a transaction to a custom category on Google Sheets will it ‘remember’ that, or simply revert to whatever is in Monzo next time the data refreshes?
How are people bulk amending categories on historic transactions? Manually in the app?
1 Like
It should get over written next time Monzo updates the sheet.
The only way to recategorise transactions is one by one in the app. 
3 Likes
1 Like
Though if I remember correctly they only get updated if some data about the transaction in app changes.
If you went back to do categories of all transactions that have since cleared - it would only be a problem if you then change something again in app.
I think.
Either way it still means having to edit the live data which is probably not ideal.
What I would do is make a helper column for “adjusted category” for all the old data you want to change. And point any formula to that column
Good tip but sad act I am, I’ve spent the morning updating them in app now anyway.
1 Like
I agree, this is a nice feature that everyone should be able to enjoy at a base level including joint accounts.
I think anything on top of that can go to the plus package like exporting your transactions to google sheets.
Custom categories was my main reason for purchasing Monzo Plus, but I’ll be unsubscribing if bulk editing isn’t available before my minimum term expires.
When budgeting, I need to be able to understand my past spending behaviour. If there’s not an easy way for me to re-categorise the four years of transactions I have in Monzo (or even the last 12 months), then the custom categories are useless to me.
This topic was automatically closed 180 days after the last reply. New replies are no longer allowed.
Continuing the conversation from over here:
2 Likes
They are remembered, so it’s only the first time you really have to worry.
But I do think a few rules / intelligent automation wouldn’t go amis. Example:
I (sometimes) buy breakfast, lunch, snacks and coffee from the work canteen. I have separate categories for them (mostly to shame myself to eat breakfast before I leave or to bring in lunch). It’s the same merchant so I need to categorise differently. Some AI (or manual rules) would be able to spot value/time combo and recategorise automagically. That would be nice.
4 Likes
They are!
At the risk of turning this into a childish back and forth, all debit card and DD payments definitely are (on Android). Transfers aren’t.
Do you have some examples (or transaction types)? Someone at Monzo should probably look at it (side-eye to @AlanDoe!)
1 Like
I’m not sure what you mean here. If it’s a new merchant then no, because there’s nothing to persist from (even if it’s somewhere you’ve bought from before but who has changed their acquirer, for example).
I’m assuming here that the ad hoc purchases are using a different system so after categorising the first one, the subsequent ones should come through okay. Or maybe YFood is doing something funky and changing the merchant data every time for reasons, meaning that Monzo can’t match it. If the raw data at the bottom of the screen is consistent, though, that’s definitely a Monzo problem, otherwise I think it’s firmly in Y’s ballpark.
2 Likes
If I go to Tesco and one day it’s “lunch” and the next it’s “bread” then it will default to the last.
But otherwise mine do as they should. I’m on iOS.
2 Likes