Export CSV from Monzo
Overview
Monzo provides CSV exports through their web banking interface. JoinFunds auto-detects the Monzo CSV format.
Web banking
Log in to Monzo web
Go to web.monzo.com and log in by approving the request in your Monzo app.
Select your account
Choose the account (personal or joint) you want to export.
Download transactions
Click Export or Download in the transaction list. Select CSV format and choose a date range.
Upload to JoinFunds
Go to the Import page and drag your Monzo CSV file onto the upload area. The format is auto-detected.
Mobile app alternative
Monzo's mobile app does not have a direct CSV export. Use the web interface at web.monzo.com instead.
Monzo CSV files include merchant names and categories. JoinFunds will use these descriptions to auto-categorize your transactions using your custom rules.
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