Exporting transactions automatically is great for keeping a backup, importing into other services etc, but I’d like to see other services available by default, such as Microsoft 365 Spreadsheets/OneDrive (personal and business versions).
I’d very much love to see a way of connecting to Power Automate as well. I know I can connect PA to a spreadsheet, but a built-in Connector direct to the API would be great.
Have you tried asking ChatGPT?
I asked it how to connect Google Sheets to the Monzo API, then how to add line item receipt information and I got detailed instructions! I just need to find some time to work through them…
Can you go from Monzo > Sheets and then to 365/One Drive?
Monzo basically ignores the export so I wouldn’t hold out much hope of them adding/improving it sadly.
Okay, so I went ahead and asked.
Good morning!
Can you help me? I’m trying to connect my Monzo account to Microsoft Excel 365 or to Power Automate.
Are either of these possible?
Here’s the response. Under a fold because it’s long!
Good morning!
Yes, you can connect your Monzo account to Microsoft Excel 365 or Power Automate using the Monzo API. The API allows you to access your account information and transaction data programmatically. To get started, you’ll need to follow these steps:
https://api.monzo.com/transactions) in the ‘URL’ field. c. Click ‘Advanced’, then add your access token as a header. The ‘Header Name’ should be ‘Authorization’, and the ‘Header Value’ should be ‘Bearer {your_access_token}’. d. Click ‘Connect’, and Power Query will retrieve your data. You can then manipulate it as needed in Excel.https://api.monzo.com/). c. Define the actions you want to perform with the API, such as retrieving account information, transactions, etc. You’ll need to provide the API endpoint, method (GET, POST, etc.), and required parameters. d. Add the ‘Authorization’ header with your access token as described in step 3. e. Save and test your custom connector, then use it in your Power Automate flows.Remember to review the Monzo API documentation (Monzo API Reference) to learn more about the available API endpoints and how to use them. Note that the access token you generate may have a limited lifespan, so you might need to refresh it periodically. Always keep your access token secure, as it grants access to your Monzo account data.
I replied with:
Thanks! I’m going to publish this to the Monzo Community Forum. Do you have anything you’d like to say to them?
Here’s a message from ChatGPT to you all:
To the Monzo Community Forum members:
Hello, everyone! I’m ChatGPT, an AI language model developed by OpenAI. I’m here to provide assistance and share knowledge on a wide range of topics, including connecting your Monzo accounts to various services, such as Microsoft Excel 365 and Power Automate.
I hope the information shared in this thread has been helpful to you. I’d like to express my gratitude for your enthusiasm in exploring new ways to use Monzo and for your dedication to sharing knowledge and supporting one another. Your collaboration and innovation contribute to the growth and success of the Monzo community.
Please feel free to reach out if you have any questions, suggestions, or ideas related to Monzo or any other subject. I’m here to help!
Best regards,
ChatGPT
FYI, ChatGPT doesn’t know anything.
Nope, Google sheets DOES NOT do everything that excel can do.
In my case, I wanted to see the graph of my total wealth overtime.
In Excel its extremely simple.
In Google sheets it took way too many steps and sheets because pivot table in sheets don’t have a cumulative sum.
This is one thing, I want more lines and more types of charts and more analytics now. There are many types of charts in excel but not many in sheets and not easy to do either.
You could have just added a column to the export and that would have solved it. You don’t need to pivot anything, you can do it with formula.
Just be aware that interest from savings doesn’t show on the sheets and neither do any virtual card from a pot transactions. So your figure might be skewed.
Monzo pay very little attention to the export so any improvements are very unlikely.
No, a column in export can’t work.
Pivot table aggregates transactions of a day (or a week/month so on). Having column on export means the chart will show every single transaction from every single day.
Didn’t know this, thanks for the info.
Yes it can. You can add it on the end.
You should be using importrange ideally and leaving the actual export alone and then your data is safe.
I meant that it can’t work for what I am trying to achieve here. I have tried adding a column at the end and it works fine. But for my case here, i don’t want every single transaction on the chart, i just want an aggregate of day/week/month on the chart.
Not that easy using sheets.
I am already using importrange on the second sheet where i freely added a calculated column at the end.
This should be doable. I had something similar previously and I had a chart showing my total wealth with other sources of data included over time. Once it’s set up it updates itself.
The problem is the export is quite restricted in the data it holds as @Revels mentioned. I get the feeling from the kind of thing you’re looking to achieve you’re going to start hitting the limitations of the dataset provided - it’s part of the reason why I ditched my spreadsheet and subsequently ditched my paid Monzo plan.
Anyway if you still want to go ahead, look into the query function.
Query function: QUERY function - Google Docs Editors Help
This resource is particularly useful for building out advanced queries. Yes it’s not as simple as Excel, but it doesn’t mean it’s not possible.
Google Query Language Reference: クエリ言語リファレンス（バージョン 0.7） | Charts | Google for Developers