Automatically/manually categorise each transaction (entertainment, bills, health, etc). Allows us to track how much we are spending in each category.
You now have the ability to view spending insights by category in the iOS app. just tap Free2Spend > and tap the Insights card to view a detailed breakdown of your spend for the current month or previous month. If you have setup a budget, then you can also view spending insights by your pay cycle.
You can change the category of a transaction by tapping the transaction and tapping edit.
We are aiming to have this in our Android app by Q4 2020.
Incorrect categorisation of transactions
Categorisation of transactions
This would be super useful!!!
The ability to categorise transaction sources would be very helpful. Even if this is just manual - I could categorise all transactions with Subway as 'Food', for example.
Even better would be the automation of this process - like CommBank.
Please make this possible in the UBank website or (Android) app!
Allocate categories to your spending so you can see per catergory what your spend per week/month
Hi, I would like to manually select transactions as bills and health. For example in a house mate situation multiple people will transfer their portion of their rent to ine account. I want to be able to track that as my bills.
The Free2Spend categorisation is useful but some times i need to change the category. I cant do that now. I also want to manually categorise 'uncategorised' transactions as I know what most of these are.
Hi team, given that you are apparently removing the income/expense Money Tools features from the website would be good to enhance Free2Spend to categorise transactions to get full spend tracking. The basic level kf selecting income and manually setting a bills figure isnt enough - features like the website where i could entwr annual values for bills and jt calculate montgly would be great.
The Free2Spend feature is entirely inadequate and doesnt in any way acheive what the feature should be. The insight for categorising transactions as on the website (if the website even worked) should be on this app.
Hi Ubank team. The categorisation in Free2Spend isn't in any way good enough. It would be great if you could import the insight feature of categorisation from the desktop site including the breakdown of categories by time, and being able to recategorise transactions.
Thanks for the suggestion.
You'll be glad to hear that we already have this feature with our Free2Spend tool in our iOS/ Apple app. It's a free download from the app store. Just search for the UBank app.
If you have any other feedback or ideas, please let us know.
All the best,