Purchase categories for pots

(Paul) #1

Pots are great but would work even better if you could use company categories to allow direct spend from a pot. This wouldn’t work for every pot but it would be great for some.

An example might be fuel. Say I make a £100 per month pot for fuel. It would be great if that balance automatically goes down if I use the card at a petrol station who has registered a category with you.

Probably a way off but I think the category system exists as I was told my work use them for purchasing cards.

Would be a great additional functionality but understand if it is a tad hard to achieve.

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(Tony, Secret Lemonade Drinker) #2

People have been doing this – via IFTTT – for a while. Basically you spend from your main balance and the IFTTT triggers a deposit from a pot (effectively replacing the money you spent) based on the vendor (I think). Obviously means you need to have a balance sufficient to pay initially, as it’s a bit of a workaround.

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#3

Also doesn’t play nice with pay at pump currently if I remember correctly, not sure if that’s what you use @pwit

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(Andy Slater) #4

What you’ve described is what budgets are designed for. Set a transport budget and it will track your transport spend against the time passed in the current period.

It doesn’t separate the money from the rest of your balance but if you use summary rather than your ‘balance now’ as your guide to what you’ve got left it works

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