Exporting expenses *only* data with images


(Katie McFarlane) #1

I am self-employed and find the “expenses” category for spending and ability to upload a picture of your receipt really useful as I can see my work-related expenditure each month.

I am not however aware of a way to export this data only (i.e. not the rest of my spending as well) and any attached images into a report or single spreadsheet. My suggestion is that monzo should add a feature which allows you to download a spending report for a particular category (or categories) within a designated timeframe.

With the advent of e-filing of tax returns the ability to download expenses spending data and receipt images would make self-assessment a doddle for those who are self-employed and would be a pretty revolutionary step in banking for the self-employed.

If there is a way to do this already that I have not found I would appreciate any guidance on how to do so.


(Simon B) #2

Fantastic idea, Katie, and one we definitely hope to implement in the future :grinning:


#3

I know it’s not Monzo, but we use Pleo at work, which is a prepaid card.
It integrates directly with Xero and exports categorised transactions with receipt images attached.

It’s brilliant for our small company as it makes life for our bookkeeper much easier


(Mike Devonport) #4

+1 here!

I want (need) to export just the Expenses Category of items for x period, with the image of the receipt.

This would save me untold hours of work and seems to be a really simple/easy feature to implement as you already have an export function - just needs a filter for category and tick box to include receipt images.

Please Please Please…


(Mike Devonport) #5

bump

I’ve spoken with a number of monzo users and potential customers who all agree this feature would save lots of time for them.

As the core functionality to export is already in place, a simple category filter and inclusion of receipt images seems a relatively easy addition.

Any chance we can have comment from Monzo to when something like this could be included please.

Ta.


#6

What if you were to use IFTTT to link to the Expensify app?

At last look there’s a recipe for exporting expense receipts automatically. And from there, it’s aaaaall ready to go.

Would that be what you’re looking for, or have I completely got this wrong?