When exporting statements from Monzo Business accounts, there is an option to “Combine Main Account & Pots” when exporting a statement. These statements don’t have intra-account transactions between pots, and are therefore substantially less busy, and contain a more accurate running balance.
Is there any way to produce such a statement for an individual account? This is of particular relevance for me because I need to know my overall running balance for US compliance purposes (FBAR and friends).
1 Like
There’s no way to do this on the personal current accounts in the UK, sadly. Don’t know about US accounts.
This is for a UK account. As a US citizen I need to report all my UK bank balances even though I live in the UK.
Can you use spotlight / trends to do this?
Sort of. I can get a reasonable approximation, but I’m not sure exactly what the balance reported on that screen actually is, whether it’s the max balance on the day, the closing balance etc. It’s also hard to keep permanent records of the balance as evidence without a statement clearly showing the number I’m relying on.
I’d still appreciate the feature similar to how it works on business accounts to show for official purposes so it’s not littered with the 1p saving challenge and similar kinds of internal transactions, which make it all very noisy.