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

[Lewis_P]

I’ve created a template that will allow you to have the following graphs;
Balance comparisons for the past three months (including personal acc., joint acc. and combined):

Joint account balance comparisons for the past three years:

All time balance split by personal and joint (inc. pots):

Spending breakdown per month, split by category:

And a few others. More details including a tutorial on how to set it up can be found in my other post here:

IFTTT + Google Sheets + Monzo = Then what?

Ok. Who knows whether this will actually work… but I’ve mutilated my spreadsheets to try to craft a version that will work for others. Its based off a few assumptions though (since its based on my circumstances); That you have both a personal and a joint account. That you mostly use the joint account for spending and saving. That you work on the assumption that you own HALF of the joint account balance. That you use the CSVs from monzo (either via auto updates with monzo plus or copy pasted in…