Improving visibility of Bank Statements

Making Monzo Sneak Peeks (Archived)
42

@Peter_G
Might have to wait till tomorrow

1 Like
43

One flaw with the Starling statements though is that they don’t show the merchant’s name, only the reference.

44

And that is under the transaction column :face_with_monocle:

Maybe we could recommend that this be changed :nerd_face:

45

The only problem I can see is that some banks only accept statements that have been sent from the current account bank and certified by them, as opposed to a general printout. For example, when trying to open a Help to Buy ISA with Barclays. As such, will Monzo still send certified statements out by post? Or not? The changes seem great for in app integration, but I can’t see it being the complete solution.

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46

Yes they do -

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47

The feature works great. Is it possible for the file name to reflect the end date of the statement rather than just the date saved and a random number?

3 Likes
48

When I wrote the above, and I assumed the monthly statements would be available in Q I F format only to find that they’re only available as PDF. I’m sorry, but this is a real downer. Please, please could you add an option to choose either PDF or QIF.

49

and CSV

50

Quick bit of feedback: at the moment PDFs are named with a date/time stamp of when the statements are generated. It’d be super-handy if these could be for the period they’re relating to (e.g. the first date). If you need to add the generation date/time, add that at the end (so files will sort by the time period that they refer to).

So for a statement that starts the period of 1st February 2018, instead of Monzo_Bank_Statement_[Initials]_2018_03_03_182149 you have Monzo_Bank_Statement_[Initials]_2018_02_01

(Or, if you absolutely need it Monzo_Bank_Statement_[Initials]_2018_02_01_2018_03_03_182149)

Just a little thing, but really helps out after downloading…

4 Likes
51

I rename mine as soon as it’s downloaded. Everyone will have a different way they file though…

52

Sure, but who files by download date? :slight_smile:

(I’m not fixed on that format, btw - just a more logical way of knowing what’s in the PDF…)

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53

Going forward, download date would be right, if you download your monthly statements at the first day of the next month :smile:

54

Ah yes, the tried and tested “make the user fix the way they work” approach :wink:

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55

Exactly! Monzo are changing the way we bank so may as well change the way we file too, right?!

All joking aside, I agree with your suggestion. And I’m fairly confident it will get fixed, I just doubt it’s high on their list (which I’m sure you already know) :monzo:

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56

Great minds :wink:

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57

:raised_hands: :raised_hands: :raised_hands:

58

but higher than Apple Pay only joking

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59

You can choose QIF (and CSV) when exporting from the monthly spending or search screens, and this has been available for a couple of years. Have you tried that?

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60

I’d been using the monthly spending screen but had been handicapped by only being able to export the current month or my entire history. I had completely missed the ability to export individual months from the search screen – thanks for pointing out the existence of this, I think it will meet my needs.

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61

You can also swipe the monthly spending screen to past months and export from there :slightly_smiling_face:

1 Like