Spending by merchant


#1

Hi there,

For me, viewing my spending categorised by merchant (i.e. Tesco, TfL) is really important and much more useful than viewing by generalised categories.

I noticed competing apps have a toggle switch between ‘category’ and ‘merchant’ in the spending view, but not Monzo (I’m on iOS) - even with drill-down, it’s not possible to see a total spent per merchant per month.

It might just be me, but I find this to be a more actionable insight than broader categories. Anything in the pipeline for this?

Cheers


( related to Monzo CEO, Investor in Monzo ) #2

Hi Huge :slight_smile:

on IOS if you go to any of the merchants that you want to drill down into - press that transaction on the screen, then scroll down the screen, it will give you details of the transactions - number , average and total - if you then press on either average spend or total it will give you all the transactions for that merchant , if you then press on the search box at top of screen it will give you additional search options, one of them being a calendar , choose last month , this week etc - which will then give you at the bottom of that screen the total spent last month , this week etc :slight_smile: :slight_smile:


#3

Hey Ian thanks for the swift reply - I did find this and it’s a powerful tool, but it only shows this month and last month, plus there is the added effort to have to do this for every merchant I want the total for.

Having the merchant breakdown available at a glance is really what I’m after here.


( related to Monzo CEO, Investor in Monzo ) #4

:slight_smile: yes it does “only” show searchable transactions from this / last , weekend / week/ month / quarter / year - or a specific date - for any merchant that you have spent money with in your Monzo history :slight_smile: - my transaction list is now over two years of data - some banks don’t even let you search for transactions other than on a monthly basis - which could include 100s of transactions during the month :slight_smile:

I think it would be a long or disjointed list if it showed groups / merchants automatically for any merchant in your spend history as an automatic display for a user specified period where Monzo don’t actually know the period, unless the users specify what information they are searching for - I suppose its a balance between specific merchants and generic categories with a bit of friction in search facilities

  • I would like to be able to search between specific dates

(Jonathon) #5

Like this?


#6

Exactly like that. Is that the Android version?

EDIT: just realised you are in subcategory view - the toggle is not on iOS unfortunately. Even so, it would be preferable the ability to view merchants from all spending, not just within categories.


(Jonathon) #7

I guess. Most of my merchants fall under the same category eg. all my Starbucks was £19 for this month.


(Jolin) #8

I had no idea that such a feature was available (on Android). Hopefully the redesigned spending features something similar for iOS as well.


#9

That’s an awesome feature, really useful to use.


#11

Hi,

Huge Monzo fan, I’m migrating my direct debits etc. so soon to be 100% :smiley:

I used to have the ‘Group By Merchant’ feature on Android, but it seems to have gone… is it coming back? I messaged on ‘Help’, and they confirmed it’s in the works, but would love to get more info, especially as it used to exist!

Thanks