Lewis_P
18 April 2022 10:36
4
Hiya,
I’ve just signed up for Monzo plus and the auto data export to a Google Sheet function is really cool. I feel like there’s a really great opportunity to do some really visual graphs on spends each month, to make Monzo data even more useful - however, I completely lack the excel skills! Has anybody already looked into this and made a template? I’m going to start my own and see how I get on, but it would be interesting to know what others are doing with this live data and what formulas you’…
This thread is a good starting point and documents the progress a few of us have been making on this area of automated financial dashboards.
This post is also maybe a good starting point, but things have moved on a little since what I wrote here and you’ll find others have approached the same problem slightly differently:
I shared some of my google sheets on here previously, but figured I’d do a run through much the same as @Revels just did. This isn’t going to be a tutorial and probably won’t be very easy to follow, as there are far too many parts to it but it will hopefully give you some ideas. All of this is automated. The only thing I need to do is occasionally export joint account data. Personal account is now updated automatically, yay! I will try to answer questions if people have any;
To prep the data; …
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