IFTTT + Google Sheets + Monzo = Then what?

The IFTTT platform set up is a super straight forward set up too. Doesn’t take long to do and the power of it’s added functionality is immense

If it’s simply when Cell X updates move ore set amounts A B C, that can be done with Platform.

If it’s move the values of Cells A B C into pot 1 2 3 then you’ll need multiple triggers regardless.

It’s so much more flexible with Sheets integration though. I’m honestly a little bit in love with it

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You should see all the feedback on r/IFTTT, especially all the people who can’t find the button for creating a new applet after their most recent UI update.

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Have you found a way to do multiple pot deposits in one applet? I tried and it wouldn’t let me add the same action more than once.

I mean it took me ten minutes to work out wtaf was going on. For a while I assumed you could only use the prepackaged applet things.

Is Platform free? I clicked on it (when I was getting very confused) and it invited me to set up a company and talked about charges. I got scared.

RIGHT! How annoying is this? It seems every time I go to use them they have moved the button.

Hmm no I just assumed it would work. Maybe that idea is out then.

There are a couple of tools I’ve looked at to help string IFTTT actions together - Apilio helps to build conditions integrations but is a pain to use, and I think for a while Zapier could string them together.

On the whole though IFTTT is just not as powerful as it could be.

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Yes it’s free for individual use.

It’s aimed at companies setting up all their own integrations, but your organisations could literally be Peter G’s Polling Co Inc,

All the gubbins that’s goes into that page is to set up what an end user would see on “your” IFTTT page when they connect to your service.

If you keep everything for individual use then it’s all pretty much irrelevant.

You can connect to and use anything you make as an individual, but limitation is in Publishing them to others.

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It would be really good if there was an action for “Change a Field” too, for anything user settable.

Since you can capture the Transaction ID For anything now, feed in the transaction, feed the field to change, and enter user value…

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This has been getting progressively worse for me. I do all my spending on an Amex card and transfer money from my main account to my “Amex pot” after every transaction. Initially wanted to make sure that my balances were rounded to the nearest £1 (so would round up Amex transactions in my head when doing pot transfers), then £5 because it looked nicer, and now I round up to the nearest £10 :man_facepalming: because seeing only xyz0 as my balance is nice

I was on the team who built it: I was initially strongly against populating the spreadsheet with the full transaction history :grimacing: (mostly for deadline reasons, we were supposed to finish building the feature by the end of January).

Fun story is that I abandoned the team for a couple weeks between end of December and beginning of January to work on the Year in Monzo, and when I went back working on plus features the historical export was already built :tada:

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Can I just say that the team built a very fine thing without you :joy:

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Now, if we could have tabs for every connected card and account, we could do some funky automation stuff… :stuck_out_tongue_winking_eye:

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How great would that be.

Even if it exported a balance update once a day, that would be so lovely.

And it doesn’t even need to be on a separate tab.

Have a column for “account ID” or something too.

I’ve been looking today about how to set up my own personal TrueLayer account to do the same thing effectively.
:sweat_smile:

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Tell us more…

:eyes:

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In this case I am grateful that circumstances worked out the way they did

Many congratulations to the team for their sterling efforts here, whether they were what you intended or further :slight_smile:

One follow up observation of a limitation/feature/bug and one follow up question for the team if I may @alessiopiergiacomi

Observation - Renaming a custom category in the app does not rename it in the export. I created a new custom category and applied it to a few historic transactions. I then decided it needed a better name before finishing off the rest. All the transactions in the app show the same name i.e. the first few had the name they show updated even though I did not reapply it. So far so good. However in the export the first few show the old name. I had to change them to a different category and back again cross-comparing the two views to update the export so they were all matching. Could/should the renaming of a custom category automatically trigger off the update of all transactions bearing that category? I would most appreciate that if possible :slight_smile:

Question - Maybe it will be more trouble than it is worth at this point adding new columns, but is the merchant category code (MCC) available in such a way that it could be additionally exported for the transactions, both existing and future? I might be able to do some things to cross-check my categories if so :male_detective:

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Hmmm well.

I was looking for “Truelayer to Google Sheets” and found this site - but it doesn’t seem to actually be functional. (And I don’t know if I trust random webpage I found…)

So then I found this Blog Post from TrueLayer about building a simple app to retrieve balance. (with relevant GitHub page for it here)

I know about 3% of what the page was explaining, so I’m trying to see if I can do some basic Python stuff to basically copy and paste the lot into.

So, so far, nothing to report, but if I work out how to do it I’ll post back :slight_smile:

Edit - also this comment in another thread suggested it was possible -

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I wonder if you can use the API to pull data into Google Sheets? :thinking:

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For the last 8 months or so I’ve not worried about what category Monzo thinks a transaction is, as I have my own in sheets and just used to edit the field.

Now I have to create my own and go back through them all :sob:

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