Hey everyone
Say hello to the new and improved Salary Sorter!
When we first introduced Salary Sorter in September 2021, it was one of the most requested features at the time. So we’re really excited to be able to make it even better for you!
Salary Sorter lets you automatically divide up incoming payments into different Pots, with the rest left in your main balance to spend. Rest easy knowing you have enough set aside for rent, bills, or anything else you need.
You can also sort into your joint account and joint account Pots if you get paid into your personal account, or vice versa.
A central hub for all your income
Your sorted and unsorted income are all conveniently in one place. Find any incoming payments that haven’t been sorted, including peer-to-peer payments and account top-ups.
Track your past sorts and delete automatic sorts to stay on top of any changes with your money coming in.
Set it and forget it
You can save your sort amounts for your direct deposits. We’ll automatically sort it for you the next time it comes in, without you having to lift a finger.
Instant notifications
We’ll still let you know when your money comes in with instant notifications. If we weren’t able to automatically sort it for you, we’ll also let you know so you can make any changes.
If your incoming payment is less than your original sort amount, the sort won’t happen and you’ll get a push notification letting you know.
Other scenarios for unsuccessful/partial sorts could include Pots being archived or accounts being closed (like getting paid into your personal account and sorting a portion into your joint account or your partner’s personal acccount)
PIN/Biometrics are asked on the initial sort. And we’ll automate the sort each paycheck for users.
Changing sort amounts would require a new sort (which would prompt PIN/Biometrics).
Sorry, no. I was focused in on joint accounts when we were looking and have been set up with Zeta for our prime accounts for awhile, there. And once Monzo finally got joint accounts, we just weren’t keen to move everything again.
I still have my personal account with Monzo, but haven’t spent a lot of time playing with it.
I’ll give it a shot since I have a small piece of my paycheck dropping here every two weeks. But won’t be able to test out any of the joint account features.
If you are in the US, I think I’m right in saying that you need to wait for your first direct deposit to hit, then you can set up the sorts that’ll happen automatically the next time.
If you’ve already saved a sort then you should be able to see under the “Sort your income” button on the account list home page (pull down on the feed or tap your user login on the top left of the screen).
Caveat: I’m not a US user so might have got some of that wrong!
Rest easy knowing you have enough set aside for rent, bills, or anything else you need.
