Monzo + Sage: Bridge the Gap
Need to get your Monzo Bank bank statement into Sage? Monzo uses DD/MM/YYYY and single Amount column with positive/negative values and merchant category tags — which needs converting to CSV (Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount) for Sage import.
How BankScan AI Converts Monzo for Sage
BankScan AI's CSV output is compatible with Sage's bank statement import. The date format, transaction descriptions, and amount columns are mapped automatically. Monzo provides CSV exports natively, but many clients still send PDF statements that need parsing for bookkeeping software.
How It Works
Upload your Monzo PDF
Drag and drop your Monzo statement. Supports PDF, CSV with DD/MM/YYYY handling.
AI converts for Sage
Our AI parses Monzo's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Sage
In Sage Accounting, go to Banking > select your bank account > Import statement. Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import.
Sage Import Tip
Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
Monzo to Sage Features
- Monzo optimised — Trained on Monzo's single Amount column with positive/negative values and merchant category tags with DD/MM/YYYY parsing
- Sage formatted — Output as CSV with Date, Details/Reference, Paid in, Paid out — Sage requires separate debit and credit columns rather than a single signed amount
- Date conversion — Converts DD/MM/YYYY to DD/MM/YYYY automatically
Import Monzo Data into Sage
After converting your Monzo statement with BankScan AI:
- In Sage Accounting, go to Banking > select your bank account > Import statement
- Upload the CSV, confirm column mapping (Date, Details, Paid in, Paid out), and import
Common Import Issues
Sage requires separate Paid in/Paid out columns — a single Amount column will fail. Also rejects imports where the date column contains time stamps.
Import Monzo into Sage Today
Automatic date conversion (DD/MM/YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Monzo to Sage Free