If you can’t use something then that makes it useless. It might be usefull to someone else fair enough but…
That was my point. I’m glad you read all my post
People just keep saying “it’s useless” which isn’t constructive at all. If they expect Monzo to fix it and make it work for them, then people need to give some more detail.
There has only been one person that has explained a good usecase as to why is editing so far in advance a necessity and how they vision it would fit in with the app. Not really a lot to go off if you were in Monzos shoes.
Yeh if you’re referring to the third user story from the OP:
Then yeh, that isn’t a great idea. I had presumed since they said “choice” (singular) it was just the previous sort they were referring to. If not, you can easily see this on your transaction feed anyway as all money movements would have occurred at the same time for you to review historically. The remaining points are good ideas.
The reason I have for needing to be able to view and edit my saved salary sorting preferences, is that I just set one up for the first time, and accidentally sorted most of my salary into a Savings pot. Problem with that is that I can’t pay bills out of that pot, so next time my salary comes in, I have to make sure to quickly move the money back to a pot where my bills are paid from (and of course change the salary sorting to the right pot).
I hope this helps explain the need for this improvement. I wouldn’t need this if I hadn’t saved the sorting preferences.
It is surprising to me that functionality where you save a preference can’t be edited/changed (immediately) in case of mistakes being made.
Salary sorter is “saved” but nothing will happen until you press the buttons, it’s not automatic. So it’s not going to cause you a problem next time you get paid.
I like it this way - setting it as you need it now, for this specific salary sort. Circumstances change and so the saved sort may not be suitable at the time of the next salary sort - so you get chance to correct it as needed, at the right time to suit the circumstances.
Which is why an auto-sort would cause problems with changing circumstances.
I wish we could save different elements of salary sorter.
So save the amount that usually goes into my Bills pot as that’s always the same, but don’t save the amount that goes into my bonus pot as that varies month to month.
Oh I understand now, thanks for taking the time to clarify this. So the sort settings are saved, but the sort is not done automatically. That’s why someone said above that its a ‘manual’ tool. It’s just a quicker way to move money into a bunch of different pots than using Add to pot or Move money.
Partly I was confused because of what I read on this Monzo USA Forum thread - now either that is poorly worded, or Monzo USA actually DOES automatically do it for you. I see you’ve posted on there @Revels so I’m hoping you know the answer to this?
Assuming there is different functionality between USA and UK Monzo apps, it would save us all some time, confusion and possibly get rid of some of these requests here if the description on the “Understanding Salary Sorter” help page were a bit clearer about how it works. Specifically in the last line:
“You’ll see an option to remember these preferences when you’re paid from the same sender again. Just check the details are right, or edit the amounts if you want to, and we’ll sort out your money for you”
I assumed the “just check they’re right” instruction was for you to do when you saved the preferences, and that the “we’ll sort it for you” would happen “when you’re paid from the same sender again”.
Hey David, I get it now, thanks to @Revels reply to my comment. I agree with you that auto-sort would cause problems, as indicated by all these questions here, and those on the Monzo USA thread (which appears to announce that they ARE providing auto-sort).
Correct, it basically just gives you a page to say “This is what you did last time, do you want to do the same again?” and then you can adjust those values or not, nothing happens until you confirm.
USA do have the option of automatic, but not for us UK folk yet.