Scheduled payments total amount2024-11-12T00:00:00Z
Can we add a simple total figure at the bottom of the Scheduled payments screen so that I can see the total amount of my monthly direct debits coming out each month. It’s rather annoying manually calculating this. Halifax have this offering and it’s so much easier.
Set up a Bills pot. Assign all the D/D’s (and scheduled payments and Standing Orders as required) to be paid from the Bills pot.
You then get extra reporting by the Bills pot, such as ‘Left to pay’ and ‘Upcoming’, plus it will tell you how much to top the Bills pot up by if there’s not enough in there.
Pro tip - calculate a typical monthly total of your outgoings. Let’s say it is £1,450 for argument. Rename your Bills pot to ‘Bills pot (£1,450.00)’ - you’ve now got a reference number available. You can now keep an eye on how things change.