Calculating Interest for Tax Return

Is there a way to generate a summary of interest paid into my savings pots to help fill in self assesment tax return?

Up until now I had been applying a custom category to taxable interest so I could just use trends to calculate it but I’ve just cancelled Max so that won’t work anymore so I’d like to know this as well :grimacing:

Go to your savings pot.
Scroll to the bottom.
Select Pot Documents.
Select Interest Statements.

Is that what you’re after?

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Thanks yes this is what I need - appreciate the help :pray:t3:

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All my pots are now closed, how do I access this screen?

I have 119 archived pots, I don’t remember which ones were open this year :slightly_frowning_face:

I have a related follow up question: should the amount of interest (if less than personal allowance of GBP500) be entered under Taxed UK interest or Untaxed UK interest?

I’ve downloaded my interest statement for the last year and it gives an interest total at the top and then another ISA interest total further down but doesn’t say whether the top amount incudes or excludes the tax free interest?

It says to contact support if I have any questions but as usual I get sent down dead ends by bot questions so can’t actually ask anybody at Monzo :slightly_frowning_face: