Import Monzo Bank Statement into Clear Books

Convert Monzo PDFs (DD/MM/YYYY) to CSV for Clear Books import. Handles single Amount column with positive/negative values and merchant category tags automatically.

Import Monzo to Clear Books Free
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

Monzo + Clear Books: Bridge the Gap

Need to get your Monzo Bank bank statement into Clear Books? Monzo uses DD/MM/YYYY and single Amount column with positive/negative values and merchant category tags — which needs converting to CSV (Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits) for Clear Books import.

How BankScan AI Converts Monzo for Clear Books

BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. Monzo provides CSV exports natively, but many clients still send PDF statements that need parsing for bookkeeping software.

How It Works

1

Upload your Monzo PDF

Drag and drop your Monzo statement. Supports PDF, CSV with DD/MM/YYYY handling.

2

AI converts for Clear Books

Our AI parses Monzo's layout, converts dates to DD/MM/YYYY, and outputs CSV.

3

Import into Clear Books

In Clear Books, go to Money > Bank Accounts > select your account > Import. Upload the CSV and map Date, Description, Money in, and Money out columns.

Clear Books Import Tip

Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits

Monzo to Clear Books Features

Import Monzo Data into Clear Books

After converting your Monzo statement with BankScan AI:

  1. In Clear Books, go to Money > Bank Accounts > select your account > Import
  2. Upload the CSV and map Date, Description, Money in, and Money out columns

Common Import Issues

Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.

Import Monzo into Clear Books Today

Automatic date conversion (DD/MM/YYYY to DD/MM/YYYY), column mapping, and format validation.

Import Monzo to Clear Books Free

Frequently Asked Questions

Can I import Monzo statements directly into Clear Books?
Monzo PDF statements can't be imported directly into Clear Books. BankScan AI converts them to CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits that Clear Books accepts.
Does the date format work with Clear Books?
Yes. BankScan AI converts Monzo's DD/MM/YYYY to DD/MM/YYYY automatically.
What are common Monzo to Clear Books issues?
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 handles these automatically. Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.
Is there a free option?
Yes. Free tier available. Paid plans from $9.99/month for higher volumes.

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