Export to Google Sheets. What are you doing with your export?

[garethperry (GP)]

Just wanted to see what everyone does to track their finances when using the export to google sheets? Do you have a fancy sheets template you’re willing to share… I’ve probably tried all the aggregators out there, but they all appear to be following the trend of adding in features for the sake of it, Cashback, payments etc.

I do find the summary tab quite useful, and positive to see the new trends feature coming, but I always appear to revert back to good old spreadsheets, tracking my months with committed bills etc.

Hit me with your ideas

[RichardL (Rich)]

There are two very extensive topics on here that you can read through and comment on:

Useful uses for Monzo Plus Live Data Export? Share your tips!

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’…

IFTTT + Google Sheets + Monzo = Then what?

I use IFTTT to add my Monzo transactions to a spreadsheet and then I track various things but I’m curious to what else I can look at, how, what graphs people have etc. I track… Spend per category. Because they are just imported to a sheet, it’s easy to change so I have a few extra on top of the usual Monzo ones. Spend per merchant. Transactions per merchant. Got to reduce McDonalds! Which admittedly is quite easy the moment. I’ve just added a cumulative spend tracker, basically like the old …

[Revels]

And this one

Monzo 'Dashboard' - Add your own data

Here goes nothing… I can’t keep adding bits or trying to change things. Get things get shipped or whatever that motto is. I’ve tried to make a template that is broad enough that it should give some form of insight into something. I hope so anyway. Link - Please save a copy First things first, you need to save this template as your own. File > Make a Copy – Save it where you wish You’ll need to get your data. You can either download the CSV and paste this in, or you can use the Google Sheets…

[Lewis_P]

Definitely check out those other threads for an overview of what people on the community have achieved to date. Happy to answer any questions about the methods used etc

Here is my attempt to provide an overview of my methods:

IFTTT + Google Sheets + Monzo = Then what?

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; …

And here is a template I made that may or may not work very well:

IFTTT + Google Sheets + Monzo = Then what?

Ok. Who knows whether this will actually work… but I’ve mutilated my spreadsheets to try to craft a version that will work for others. Its based off a few assumptions though (since its based on my circumstances); That you have both a personal and a joint account. That you mostly use the joint account for spending and saving. That you work on the assumption that you own HALF of the joint account balance. That you use the CSVs from monzo (either via auto updates with monzo plus or copy pasted in…

[garethperry (GP)]

Thanks everyone, will check out the linked posts.

[Revels]

If there’s something you want it to do/see that someone hasn’t already created, or you’re unsure how to do it for yourself, pop a post in one of the threads and someone will help out.