Sumeria organises expenditure monitoring in a timetable

New bank offer Sumeria Lydia Solutions continues to build its offer and enrich its clients' banking and financial experience. Its latest initiative removes the tracking of personal expenses by proposing, in form, an innovative model. It allows customers to view their transactions and payments in a calendar.

FACTS

• Sumeria now offers a new practical tool to its customers as part of its latest application update. This tool takes the form of a calendar that can provide users with information about past expenditures, payments and transactions.

• More than posting, the service wants to be distinguished by its intelligent approach to expenditure management. Available from the "Payments" tab of the application, the calendar replaces the traditional linear bank statement. It is enriched with a color code displaying, among other things, the days in a tint of the lightest (when few expenses have been incurred) to the darkest (when the user of the service has made many expenses, for a large amount).

• The calendar also displays payment information with clarity, such as the logos of the brands and signs where the payments were made.

• Sumeria customers can also make graphs of their expenses by category or period (daily, weekly or monthly), always directly from the "Payments" tab.

ISSUES

• Optimize visibility The new initiative put forward by Sumeria today is primarily aimed at proposing a solution to improve the visibility of transactions and expenditures. By presenting its clients' operations in a calendar, the neo-bank hopes to enable them to obtain a global view of their finances at a glance.

• Improving spending habits Sumeria today presents its vision of personal expenditure management tools by using an innovative and original model to enable its clients to become aware of their habits and improve the management of their daily expenses.

PERSPECTIVE

• Sumeria continues to build its service offering by once again focusing on an alternative model that promises simplicity and practicality. It is this promise that the neo-bank has placed at the heart of its ambitions since its official launch in May 2024.

• It was on that date that Lydia Solutions announced that its application Lydia Accounts was renamed Sumeria, carrying the bank offer of the group (proposing account with IBAN, card payments and payments by transfers and levies). Its aim is to simplify banking and financial services.

• The neo-bank has also set clear objectives since its launch: to reach 5 million customers in three years. The Commission is therefore putting forward proposals for value-added services on a variety of topics, including: Security or expenditure tracking as today.

• Lydia Solutions recently posted its European ambitions, marked by several steps in the medium and long term.

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