Sometimes we do not receive all the transaction details from the banks. This means that transfers to your investments account may be categorised as spending. 😖

To correctly identify and automatically categorise your transfers to your investment account we advise you to add your investment account in Cake.📈

Another option is to manually attach the category “Savings and investments” to your transfer. You can do this by tapping on the transaction whose category you want to change. Scrolling down, you will find a card with the message “What is this?” To the right of this card, is a pencil. Push on the pencil, a list of categories appears and you can allocate a category to this transaction. ✏️

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