Is it possible to prevent a transaction from being included within My Spending?
It is not possible to entirely remove a transaction although you can prevent it being included in your overall spending view by marking it as 'Exclude'. This can be done by going into the 'Categories Manager' section which is accessed through the My Categorisation Manager sub menu. Complete all the fields required to identify the transaction which you would like to remove from view and then choose 'Exclude' from the selection beside this. Once completed then tap 'Confirm'. Any transaction(s) within the specified criteria will no longer be included in your My Spending analysis. Note - this does not affect the transactions of your AIB Accounts.
Is it possible to view my transactions and analyse one account at a time?
Yes, in Select Your Accounts you can select an individual account or multiple accounts.
What is the difference between My Spending and My Categories Manager?
My Spending is the main section of My Money Manager and allows you to view an entire picture of exactly where you are spending your money in chart format. Although you have the ability to re-categorise transactions from this section the My Categories Manager offers you the ability to create your own specific individual conditions for assigning transactions to categories.
Where can I create new categorisation rules?
These can be created in the My Categories Manager section on Internet and Tablet Banking.
Is it possible to change the description on a transaction?
You can change the descriptive narrative on any of your transactions within the Categories manager in My Categories Manager widget. This will not alter the narrative as it appears officially on your account statements or the transactions of your AIB Accounts - it is just for the purposes of viewing transaction details throughout My Money Manager
What is the difference between the two edit icons in My Categories Manager?
Both edit options will allow you to recategorise a transaction(s) however the edit icon at the right side of the transaction line is where you can edit a transaction further by splitting it into multiple categories or amending the date or description of a transaction.
What happens if I close an account?
If you close your account it will be then removed from Internet Banking. Because My Money Manager relies on the account information from you Internet Banking any associated transactions, savings goals or rules created with these will then be removed also. If your account remains open but it is removed/deleted from your Internet Banking Profile again all associated transactions, savings goals or rules created with these will then be removed, however if you re-add the account all this information will then be re-imported from AIB Systems as it was previously the next business day. In both cases any Budgets you have created will not be affected as these are based on Categories and are not account specific.
Can I edit my categories on Mobile Banking?
No, at the minute this part of My Money Manager is not available on Mobile Banking. It is available on Internet and Tablet Banking.