# Useful uses for Monzo Plus Live Data Export? Share your tips!

**URL:** <https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612>\
**Category:** Monzo Plus\
**Created:** [16 July 2020 18:35 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612 "2020-07-16T18:35:51Z")\
**Posts on this page:** 20\
**Page:** 2

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**Author:** ![Revels](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/revels/32/120556_2.png) [@Revels](https://community.monzo.com/u/Revels)\
**Post date:** [19 July 2020 16:35 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/21 "2020-07-19T16:35:40Z")

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That’s a very good suggestion actually!

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**Author:** ![Anarchist](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/anarchist/32/27895_2.png) [@Anarchist](https://community.monzo.com/u/Anarchist)\
**Post date:** [19 July 2020 18:37 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/22 "2020-07-19T18:37:08Z")

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> [@maxymils](#):
>
> I added another sheet to the Google Sheet that Monzo creates for you and left the transaction list untouched.

I went one step further and used the IMPORTRANGE function to take the raw data to a separate sheet (rather than a separate tab).

This has been a whole new relearning experience for me. I haven’t used Sheets in a long time as I’ve been using Numbers for the easier data input on mobile devices.

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**Author:** ![SouthseaOne](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/southseaone/32/87138_2.png) [@SouthseaOne](https://community.monzo.com/u/SouthseaOne)\
**Post date:** [19 July 2020 19:22 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/23 "2020-07-19T19:22:48Z")

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> [@Anarchist](#):
>
> Been using Numbers for the easier data input on mobile devices.

Not going to go too overboard with the compliments for it, but I was actually quite surprised how well I got on fiddling with my Monzo sheet in Sheets on my mobile to use up some time waiting. Not going to make a habit of it, but certainly would not be put off. Used the time to work out filters and the like. Copying down 10000 rows is a bit painful though!

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**Author:** ![Shuttleu](https://avatars.discourse-cdn.com/v4/letter/s/49beb7/32.png) [@Shuttleu](https://community.monzo.com/u/Shuttleu)\
**Post date:** [19 July 2020 19:34 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/24 "2020-07-19T19:34:39Z")

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If your employer name isn’t the same every month, but similar (Mine randomises the first 6 digits each month) you can use this

> =FILTER(‘Monzo Transactions’!B:B,search(“Employer”,‘Monzo Transactions’!B:B))

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**Author:** ![Webby53096](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/webby53096/32/60325_2.png) [@Webby53096](https://community.monzo.com/u/Webby53096)\
**Post date:** [19 July 2020 21:22 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/25 "2020-07-19T21:22:11Z")

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Mind linking to where you found your info on how to create a chart etc ? I’m trying to google and so far just getting the general google options to get info for one cell in a different sheet lol

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**Author:** ![Anarchist](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/anarchist/32/27895_2.png) [@Anarchist](https://community.monzo.com/u/Anarchist)\
**Post date:** [19 July 2020 21:41 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/26 "2020-07-19T21:41:53Z")

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The Sheets Help articles are a really good starting point.

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**Author:** ![SouthseaOne](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/southseaone/32/87138_2.png) [@SouthseaOne](https://community.monzo.com/u/SouthseaOne)\
**Post date:** [19 July 2020 23:15 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/27 "2020-07-19T23:15:26Z")

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Find your entries that you have tagged by pasting this in cell A2 of a new sheet:

> =SORT(UNIQUE(FILTER(‘Monzo Transactions’!E2:E10000, REGEXMATCH(‘Monzo Transactions’!L2:L10000, “#”))), 1, TRUE)

Change the # to a #correct, for example, if you have used tags more widely than I have - I only use them for merchant data corrections

Then paste this into cell B2 of that sheet and fill down sufficiently for all entries in the column A:

> =TRANSPOSE(UNIQUE(FILTER(‘Monzo Transactions’!L2:L10000, REGEXMATCH(‘Monzo Transactions’!E2:E10000, $A1))))

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**Author:** ![jameshill.tv](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/jameshill.tv/32/40766_2.png) [@jameshill.tv](https://community.monzo.com/u/jameshill.tv)\
**Post date:** [20 July 2020 12:00 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/28 "2020-07-20T12:00:15Z")

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Wonder if there is a way to use this new Monzo Transactions sheet to work out the balance of accounts/pots etc. Guess you’d just need to plumb in the starting balances and then add/subtract using the transactions?

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**Author:** ![Revels](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/revels/32/120556_2.png) [@Revels](https://community.monzo.com/u/Revels)\
**Post date:** [20 July 2020 12:04 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/29 "2020-07-20T12:04:58Z")

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As all transactions are there, then it’s just a simple sum for your account, and then sumif with your pot name for pots.

Just note that if you call your pot “Rainy Day Pot” then it adds Pot on again, so it will need to be Rainy Day Pot Pot"

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**Author:** ![Webby53096](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/webby53096/32/60325_2.png) [@Webby53096](https://community.monzo.com/u/Webby53096)\
**Post date:** [20 July 2020 12:19 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/30 "2020-07-20T12:19:22Z")

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> [@Revels](#):
>
> Pot Pot

Lol

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**Author:** ![anon31822287](https://avatars.discourse-cdn.com/v4/letter/a/da6949/32.png) [@anon31822287](https://community.monzo.com/u/anon31822287)\
**Post date:** [20 July 2020 12:25 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/31 "2020-07-20T12:25:35Z")

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Thanks for this! Are you able to explain the pot balance a bit more? I managed to do a sum of the account, but don’t understand the sumif for the pot. Thanks 🙂

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**Author:** ![Revels](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/revels/32/120556_2.png) [@Revels](https://community.monzo.com/u/Revels)\
**Post date:** [20 July 2020 12:33 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/32 "2020-07-20T12:33:40Z")

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I have a summary tab, in cell B5, I have the name of my pot and then in C5, I have this

> =-sumif(‘Monzo Transactions’!E:E,B5,‘Monzo Transactions’!H:H)

That should give you the balance of that pot as it is currently.

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<div class="post-metadata">

**Author:** ![anon31822287](https://avatars.discourse-cdn.com/v4/letter/a/da6949/32.png) [@anon31822287](https://community.monzo.com/u/anon31822287)\
**Post date:** [20 July 2020 12:44 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/33 "2020-07-20T12:44:16Z")

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Great! Thanks very much. That saved me a lot of time.

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**Author:** ![Webby53096](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/webby53096/32/60325_2.png) [@Webby53096](https://community.monzo.com/u/Webby53096)\
**Post date:** [20 July 2020 12:48 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/34 "2020-07-20T12:48:23Z")

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Wondering if anyone can give me a quick guide to my formula below (suppose to be a formula showing my pot totals for the month)

Currently I have:

> =SUMIF(‘Monzo Transactions’!G2:G, “=Transport”,‘Monzo Transactions’!H2:H)

And this shows my total amount in that pot from when i started Monzo (which makes sense)

I tried adding this:

> [@maxymils](#):
>
> “\>=”&EOMONTH(TODAY(),-1)+1,‘Monzo Transactions’!B:B,“\<=”&EOMONTH(TODAY(),0))

To get it to only show my Month’s worth of spending in that particular pot. However it throws out an error:  
 ![image](https://global.discourse-cdn.com/monzo/original/3X/b/6/b628e7b3d08c053d46df1e108ddc4920c00200a4.jpeg)

Any idea what I’m doing wrong ?  
Sorry for the basic questions 😬

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<div class="post-metadata">

**Author:** ![BritishLibrary](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/britishlibrary/32/97251_2.png) [@BritishLibrary](https://community.monzo.com/u/BritishLibrary)\
**Post date:** [20 July 2020 13:15 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/35 "2020-07-20T13:15:05Z")

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The problem there the apostrophe character - once it get’s pasted into the Forum, it changes from “apostrophe” to “left quotation”.

If you replace all the ’ with a freshly typed ’ it should work.

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<div class="post-metadata">

**Author:** ![BritishLibrary](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/britishlibrary/32/97251_2.png) [@BritishLibrary](https://community.monzo.com/u/BritishLibrary)\
**Post date:** [20 July 2020 13:15 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/36 "2020-07-20T13:15:54Z")

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And just a quick note it doesn’t capture any interest in interest bearing pots, so you _may_ need to add that in manually.

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<div class="post-metadata">

**Author:** ![Revels](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/revels/32/120556_2.png) [@Revels](https://community.monzo.com/u/Revels)\
**Post date:** [20 July 2020 13:35 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/37 "2020-07-20T13:35:25Z")

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Does the interest go to the pot that generates it?

So if I have £500 split between 4 pots, do each of them get 1/4 of the interest? Or does it just go into my main account?

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<div class="post-metadata">

**Author:** ![BritishLibrary](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/britishlibrary/32/97251_2.png) [@BritishLibrary](https://community.monzo.com/u/BritishLibrary)\
**Post date:** [20 July 2020 13:41 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/38 "2020-07-20T13:41:09Z")

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Ah I meant specific Savings Pots that generate their own interest. The interest is paid directly to those pots and it is that that is not tracked.

Assuming New Plus interest works the same as Old Plus interest, the payment should come direct to your main balance regardless of where your £ is. And that payment _is_ properly accounted for!

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<div class="post-metadata">

**Author:** ![Webby53096](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/webby53096/32/60325_2.png) [@Webby53096](https://community.monzo.com/u/Webby53096)\
**Post date:** [20 July 2020 17:16 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/39 "2020-07-20T17:16:35Z")

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Ahh amazing. I’ll change that over tonight - cheers mate!

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<div class="post-metadata">

**Author:** ![Webby53096](https://dub1.discourse-cdn.com/monzo/user_avatar/community.monzo.com/webby53096/32/60325_2.png) [@Webby53096](https://community.monzo.com/u/Webby53096)\
**Post date:** [20 July 2020 18:58 UTC](https://community.monzo.com/t/useful-uses-for-monzo-plus-live-data-export-share-your-tips/101612/40 "2020-07-20T18:58:53Z")

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So I tried to change it:

> =SUMIFS(‘Monzo Transactions’!G:G,“=Transport”,‘Monzo Transactions’!H:H,“\>=”&EOMONTH(TODAY(),-1)+1,‘Monzo Transactions’!B:B,“\<=”&EOMONTH(TODAY(),0)))

Still no luck - gives out “formula pass error”  
I’lll try and do a bit more googling 🤷🏻‍♂️

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