Hey bunqer 🌈
Always be in control of your money by sorting incoming payments the way you want: in amounts or percentages, the choice is yours!
How can I sort a payment?
- Go to one of your Bank Accounts
- Choose an incoming payment
- Tap on Sort in the middle
- Choose to sort in full amounts OR percentages.
Future payments
Allow a payment from the payer to be sorted if the sorting is possible. This means that the future payment sorting will be executed if the payment amount is higher than the money moving from the principal account to the other Bank Accounts.
- Example:
Amount to sort: €2.500,00
Savings: €800,00
Fun stuff: €250,00
Groceries : €150,00
Remainder left in Main account: €1300,00
Any payment in the future will be sorted if the payment is more than €1.200,00
Payments that can't be sorted
- Switch service SCTs
- iDeal
- Requests
Good to know
- Available for Easy Bank Pro and Easy Bank Pro XL users
- You'll be able to choose between percentage or amount while sorting the payment.
- You're able to split incoming payments of more than €1.00 into multiple Bank Accounts, these can be regular Bank Accounts and savings accounts.
- You can set this up for recurring payments as well to avoid splitting payments every week/month.
- You can cancel this as well if you like, from the event screen or the sort screen.
- You're asked whether you want to automatically sort this payment in the future.
- You're also able to select autosave accounts and regular Bank Accounts. But no AutoVAT accounts.
- If you receive a payment you want to sort but you only have 1 Bank Account, the app will prompt you to create more Bank Accounts.
- Once the payment is sorted you'll see the complete, unsorted amount in the events overview. Beneath the complete amount in blue you'll see a smaller amount and sign showing that it was sorted.
- Once the amount is sorted you can select the payment to see to which Bank Accounts the payments ended up in.
- When you set up sorting for a recurring payment, but one of the designated Bank Accounts is closed, the money will move to the remainder account. Other payments will go through as intended.
- You can edit the amounts that'll be moved in the future sorting. You just click on the payment event screen to adjust this. This can also be changed from the sort screen.
- You can automatically sort up to 20 payments.
Related Topics
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