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  1. Banking - Recognise bank account "Spaces" or "Pots" eg Starling, Monzo etc

    6 votes

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    3 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing this idea about bank account Spaces and Pots. We appreciate you explaining how this could help with managing funds across banking platforms such as Starling and Monzo.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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    Neal Richardson commented  · 

    @Suzanne Whitehorne re "fake transactions"

    Kinda, yes! I've read somewhere else of people creating a "bank account" on Xero for each savings "pot" or 'Space"(Xero), using the name of the pot/Space to avoid confusion, and then making a transfer to the "fake" bank account on Xero each time they do a transaction to/from a pot/Space in real life.

    That's a reasonable workaround, if say you only have one or two pots, but a PITA if you have lots (as do I!).

    I'm hoping Xero add a proper "sub-account" facility soon to prevent this.

    Neal Richardson shared this idea  ·