Monzo Statements for Debt Management
Preparing Monzo bank statements for debt management? Debt management advisors and IVA supervisors need detailed analysis of a debtor's bank statements to assess income, essential spending, and disposable income.
Convert Monzo Statements Instantly
BankScan AI converts your Monzo statement PDF to a clean Excel spreadsheet in seconds — handling DD/MM/YYYY and single Amount column with positive/negative values and merchant category tags automatically. Convert bank statements to Excel to quickly categorise income and expenditure, calculate disposable income, and prepare debt management or IVA proposals.
About Monzo Statement Format
Monzo provides CSV exports natively, but many clients still send PDF statements that need parsing for bookkeeping software.
Getting Your Monzo Statement for Debt Management
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. Download 3-6 months of recent statements to establish a reliable income and expenditure pattern for the proposal of statements.
How It Works
Upload your Monzo statement
Drop your Monzo Bank statement PDF. Supports PDF, CSV. Need 3-6 months of recent statements to establish a reliable income and expenditure pattern for the proposal? Upload them all.
AI extracts every transaction
Our AI handles Monzo's DD/MM/YYYY and single Amount column with positive/negative values and merchant category tags — extracting Net income from all sources, essential living costs (housing.
Use for debt management
Download formatted Excel ready for debt management. Income and expenditure categorised according to the Standard Financial Statement (SFS) format used across the UK debt advice sector
Monzo + Debt Management Features
- Monzo optimised — Handles DD/MM/YYYY dates and single Amount column with positive/negative values and merchant category tags
- Built for debt management — Convert bank statements to Excel to quickly categorise income and expenditure, calculate disposable income, and prepare debt management or IVA proposals.
- Period coverage — Convert 3-6 months of recent statements to establish a reliable income and expenditure pattern for the proposal of Monzo statements in minutes
Convert Monzo for Debt Management — Fast
IVA proposals must be sent to creditors within 14 days of the nominee's report; debt management plans need quick setup to stop creditor action and interest accrual
Convert Monzo Statement Free