Auto-budget and transfer category improvements

Auto-budget and transfer category improvements
Update · 4 Mar

We’ve simplified a couple of systems related to auto-budgets and transfer categories, which leads to a much better experience.

Firstly, auto-budgets is now more stringent in creating budgets, which means you’re far less likely to have budgets created for small amounts - for example, a refund that you’d received in your “Groceries” category.

Secondly, fewer categories are flagged as transfer categories by default, based upon feedback from our users. This results in a better experience for people repaying loans and mortgages, as these categories will no longer be automatically flagged as a transfer.