User Creation of Categories

[Eweeks (Evie)]

I think we should be able to make our own categories for spending

[alexs (Alex Sherwood)]

I don’t think that’s likely for these reasons

Custom Categories - 1

Thanks for your suggestions @jack First of all, please don’t think we’re going to keep the categories exactly the way they are now. We’re constantly learning and we’ll adjust them to make them better (we’ll create new, split others and probably remove too). As you well said, probably they will never be ideal but I think we all know we still have lots of room to improve Regarding tags and custom categories. Both options have important tradeoffs (the rea…

but an update to categories is coming (ish), Hugo mentioned yesterday that

Category splitting feature

Thanks a lot for helping us! I hope we’ll be revisiting the category model in a few months time

in the meantime, I’d recommend tagging your transactions with Emoji, I’ve explained how I use them here

Grouping spending

I could be wrong but I’m guessing that this challenge will be resolved if Mondo can id the transaction as a PayPal transaction and in which case, the transaction will be tagged / grouped automatically. The product team has a preference for avoiding manual user entry wherever possible. There’s also a similar issue with Uber & Stripe transactions not being grouped correctly because additional characters are being added to the transaction labels. In the meantime, my suggestion would be to tag the…

which enables you to count the number of transactions of a particular type, although getting to totals / average spend is still a challenge.

[RumeeAhmed]

I think it needs more e.g. health or lifestyle and especially the ability to break down cash transactions into correct categories.