The best / easiest thing to do would be a Couple of SUMIFS and have a condition for <0 / >0 to show outgoing vs incoming.
If you have a condition for for Category I guess you have Sum If or similar, but if you move to sumifs you can add additional conditions
If you mean you want a list of positive transactions and a list of negative transactions for a category, then you can do this with a query. I’m not at a computer at the moment, but the basic syntax is;
=Query([Range] , “Select * where A > 0 and B = ‘General’ )
Range is where the data is
A is the column with the amounts in.
B is the column with the categories.
Then do another one with A < 0
I did ask about that before, but unfortunately it seems to be a deliberate “limitation” right now
In that one specific case, and for emptying out the Notes field, I have been changing the raw data in the spreadsheet, as at least I know that it will either not be changed or changed to the same value in future
I’m making a bit of a thing.
Basically, I want to be able to filter transactions by various criteria without using the column filter options. I’m hoping to be able to use dropdown boxes for categories, etc. But I started just with dates, if anyone is interested. I’ve written a Query to filter the transactions between two dates. It looks like this;
The Query, if anyone fancies playing with it is
=query(AllTransactions!$A:$F,"Select * WHERE A >= DATE '" & TEXT($A$4,"YYYY-MM-DD") & "' AND A <= DATE '" & TEXT($B$4,"YYYY-MM-DD") & "'")
‘AllTransactions’ is where I keep my merged data
A4 and B4 are the date input cells
It looks really complex because of the way sheets deals with dates and the query just returns all the data between those dates at the moment. It obviously needs to be made pretty, but I hope to be able to build it further to filter by category next.
Edit; Bit of an update. The query now filters for a dropdown list of categories.
The Query is now:
=query(AllTransactions!$A:$F,"Select * WHERE C Contains '"&B10&"' AND A >= DATE '" & TEXT($A$4,"YYYY-MM-DD") & "' AND A <= DATE '" & TEXT($B$4,"YYYY-MM-DD") & "'")
That’s really cool! I’ll be adding this, thanks for sharing.
Sorry chaps - I have the monthly total working for the last month, how do I alter the formula to get all months in the transaction download? So, that would be all months so far reported and future proofed for the rest of year. R-
Do transactions from institutions other than Monzo only start from the day you sign up to M+? I can’t see anything in there from my legacy bank. R-
Unfortunately the data export only covers your Personal Monzo account.
There’s plenty of people asking after some kind of connected account export though, so perhaps that will come.
(Emma Pro however does allow you to export all connected data, if that interest you)
Dang. I couldn’t have read up on it properly. No good to me then. At least I asked before spending too much time getting it all working. Thanks - and dang again. R-
Yeah it’s a shame - I desperately want a way to export my Amex data, just hoping in the future that becomes it.
Frustratingly the Plus website doesn’t really make it clear the export, or the Plus account as a whole, only applies to your Personal current account 
Did you get this working out of interest or still caught on it?
Tomorrow is the big test of my spreadsheet. I get paid again, will everything update?!
Well, I am still stuck - but to be honest without all transactions from all linked accounts its not as useful as I wanted so I will cancel it ASAP. I have emailed them [as there is no chat option and phoning times out?] as I think the product is being misrepresented. R-
If you really want to cancel plus you can cancel in app no need to contact support.
Press the plus * in the app scroll to the end in settings select cancel plus job done.
In the iPhone app anyway
Thanks - I looked aorund the app for hours and couldn’t find that. All done. Now have to see if I need to order a replacement Monzo Standard card. app says I do - an email says I dont. Confudulating isn’t it R-
Just a quick note to round this off. On cancellation there was an immediate refund of £5 - and there was no need to get a replacement card, just used it. All good. R-
Hi Max,
Have been trying to implement your formula but it’s just returning error.
I have copied it exactly and only replaced Entertainment with Bills, so unsure why it is working, any ideas?
Thanks so much!
I think this forum automatically reformats ‘these’ so that they no longer work properly when you copy paste back into sheets. Try going through the formula manually replacing all of the ’ .
Thanks for the help! I’ve also seen people say to just reference the cell rather than type Bills, entertainment etc, How do you actually do that?
Yep it’s definitely the formatting of the apostrophes. Just retype all of them out and it will work.
In your example, replace the “Bills” bit with $A3 (no ") and it should work. It’s effectively telling the equation to do the sum if Column G is exactly the same as Cell A3
Edit, in fact - try copying this:
=sumifs('Monzo Transactions'!H:H,'Monzo Transactions'!G:G,$A3,'Monzo Transactions'!B:B,">="&DATE(2020,6,29),'Monzo Transactions'!B:B,"<="&EOMONTH(TODAY(),0))