Lewis_P
5 August 2021 19:39
4
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:
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:
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…
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