I have implemented a simple python script which processes an extraction of Monzo transactions and aggregates them in a useful way. Script is here:
Some clarifications:
- hash tags in notes are treated as subcategories
- all transactions with positive amount are labeled as INCOMING
- label OUTGOING is the aggregation of all the transactions except the ones which are INCOMING
- all transfers to a pot are labeled TO_POTS
- labels in upper case are the ones defined by Monzo and labels in lower case are the subcategories (they represent the break down)
- the subcategory “general” represents the residual within a Monzo category which does not have a subcategory
It would be nice to have something like this directly from the app or the web…