CSV Exports

[Rhibo]

Just tried the new CSV export & am v glad that time & date separated–makes it much easier to sort & filter to summarise what I’ve spent with one merchant in one time period. My wish, if I’d seen this in time, would be for a custom date range of export and/or month by month, not only the last month. I know I can filter the ‘all time’ one in excel, but would be less friction if I didn’t have to.
Thanks for the existing improvements

[jzw95]

@Rhibo

month by month, not only the last month

This used to be possible, but there’s a bug preventing it from working.

[iOS] Can’t export transactions beyond current month

When I try to export transactions, export button suggests two options “February” or “All time”, regardless of currently selected month as a period. I also checked content of the export and it contains transactions from February. Than means it is not possible to export transactions beyond current month, unless you export all transactions and filter manually. Thanks for the awesome bank

No response from any Monzo staff so unclear if it’s being investigated or not.

[bruno (Bruno Vaz Moço)]

I just tried this on my phone and it works for me…

[jzw95]

My apologies, I hadn’t tried it again since February when the bug was there. Thanks for correcting me, great to have the monthly exports back! Just tried it and it’s working for me too.

@Rhibo

month by month, not only the last month

So the correct response to this should have been to say:

1. Tap on the little pie chart in the top right of the main feed to go to the Summary (budgets) screen
2. Tap on the This Period dropdown at the top under Summary
3. Choose the month you want to export
4. Scroll to the bottom, and tap on Export & bank statements
5. You have the option for All Time or <Month> based on the month you selected for the summary period
6. You’re then presented with the options of PDF, CSV, or QIF

[Rhibo]

Ooh! It worked! Fab, thank you very much for that, game-changer for me

[sausageroll101]

Anyone else lost the ‘export and bank statements’ link? I can’t seem to see how to export my transactions from the summary page?? There’s no option anywhere anymore!

[iansilversides (crowdfunding investor)]

are you looking for … on iOS bank statements - ?

from the summary page pick the month below “summary” scroll to the bottom of the page and export bottom right follow the prompts

for PDFs - on the home screen under your card image , go to account , go to statement history, pick a month

for CSV exports - search button top right …type in month and year as the search , export bottom right CSV or QIF