Addition of a “Savings” category
realized
Camille LE MEUR
realized
Good news! We are pleased to inform you that your transfers to your Avenir Account, Safes and Life Insurance are now automatically categorized in the new 'Savings' category.
This will make it easier for you to monitor the evolution of your savings.
The helios team
S
Social Roadrunner
Hello, I will specify that an existing “piggy bank” feature among Helios competitors would be great. For each payment with the credit card, if the amount is not a round account, the cents to access the higher Euro are directly blocked on a “savings” section. This allows you to put some money aside without noticing it 😉 I thought it was a nice idea. Let's see how this can be done at Helios.
Camille LE MEUR
planned
M
Maeva Courtois
Static Gopher you can now categorize your savings into “Internal Transfers” to categorize savings.
You can then not have it appear in your budget tracker if you wish.
S
Static Gopher
Maeva Courtois: Hi Maeva,
Thank you for your answer, but it is missing: it is not the same thing to categorize as “internal transfer”! The purpose of categorization in “Savings” is to be able to identify the amounts sent to savings accounts (excluding Helios, sometimes type Livret A, etc.) and to visualize the amount that this represents and the part of the budget set aside.
In short, what you are offering me is not a solution, it is a hack and it does not meet the need.