Hi, I was wondering if this is possible. I basically need my Monzo to transfer a payment to a specific pot based on where this payment comes from. Is it possible?
Let’s say I get paid commission by amazon us or canada or uk (as I am an amazon affiliate). So I want this payment to go to Amazon Payments pot directly.
Yep, there are two ways, you can specify sender names, but as we know these shift around all the time, so it’s better to categorise all incoming payments you want moved.
Assuming you go down the category route, you’d set up a new sheet in your Monzo Transactions export and run a query to return all values where a particular category is matched.
For example I’ve set up a custom category for my salary and use this to pull all results into a separate sheet: =(QUERY(IMPORTRANGE("SPREADSHEET_URL","Monzo Transactions!A:P"),"SELECT * WHERE Col7='Salary'"))
Once you’ve done that bit head over to IFTTT - use the ‘new line added to spreadsheet’ trigger and have IFTTT move the money into a pot of your choosing.
Have a look at this comment I made elsewhere - it’s a good starting point to search for your Salary, or really any named Merchant
Depending on how your payments are made, you might need a couple of tweaks - i.e. is the sender name always consistent, or is there a consistent reference, time frame, etc, that you can reliably set an action on.
Like others say it needs Plus, IFTTT and Google Sheets.
Happy to help point in the right direction if you want