Why Convert Monzo Statements with BankScan AI?
Need to convert your own Monzo Bank business statement to Excel? BankScan AI prepares its DD/MM/YYYY dates and single Amount column with positive/negative values and merchant category tags for review. BankScan is for one UK sole trader or owner-operated small business that keeps GBP sole-trader records.
Understanding Monzo Statement Formats
Monzo provides CSV exports natively, but account holders may still need to convert a PDF statement for their own records. BankScan AI uses reviewed rules for supported Monzo Bank layouts (PDF, CSV) and presents the extracted columns, dates and descriptions for you to verify.
Why Monzo Statements Need Specialist Conversion
Monzo statements use DD/MM/YYYY dates with single Amount column with positive/negative values and merchant category tags. Common parsing challenges include: Pot transfers appear as internal transactions that inflate totals if not filtered, merchant names change between card payments and refunds for the same vendor, and transaction notes added by the user appear as extra lines.
BankScan AI applies reviewed parsing rules for Monzo Bank layouts. Check the extracted dates, descriptions, amounts and balances against the source before using them.
How to Download Your Monzo Statement
In the Monzo app, go to your account, tap 'Account' tab, then 'Statement history' to download PDF statements by month. For CSV exports, contact Monzo in-app chat to request a data export.
How It Works
Upload a supported Monzo statement
Drag and drop a Monzo statement in a currently reviewed PDF, CSV format.
AI prepares transaction rows
The scanner reads the DD/MM/YYYY dates and prepares descriptions, amounts and running balances where present.
Review and download
Compare the extracted rows with the source statement, then download the reviewed spreadsheet for your records or a controlled import.
Monzo — Did You Know?
Founded in 2015 as one of the UK's first app-only challenger banks. Monzo's PDF statements are relatively straightforward since they were designed for digital-first export from day one.
Reviewing a Monzo conversion
- Monzo format review — Designed for currently reviewed Monzo layouts in PDF, CSV files
- Source-led checking — Keep the original statement beside the working file and verify every extracted row before use
- Reviewable columns — Prepares single Amount column with positive/negative values and merchant category tags as rows you can check and correct
Turn Your Statement into a Spreadsheet
One £3.99 monthly plan for a UK sole trader, landlord or owner-operated small business that keeps sole-trader records. Start with a 7-day trial; a payment card is required and there is no charge for 7 days.
Start 7-day trial