Monzo Statements for Expense Reporting
Preparing Monzo bank statements for expense reporting? Employees and business owners need to extract business expenses from personal or corporate bank statements for reimbursement claims and expense reporting.
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 your bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
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 Expense Reporting
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 Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year of statements.
How It Works
Upload your Monzo statement
Drop your Monzo Bank statement PDF. Supports PDF, CSV. Need Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year? 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 Business travel costs, client entertainment, subsistence, mi.
Use for expense reporting
Download formatted Excel ready for expense reporting. Expenses categorised by HMRC-allowable type, with date, payee, amount, and business purpose; VAT amount separated where applicable for reclaim
Monzo + Expense Reporting Features
- Monzo optimised — Handles DD/MM/YYYY dates and single Amount column with positive/negative values and merchant category tags
- Built for expense reporting — Convert your bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
- Period coverage — Convert Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year of Monzo statements in minutes
Convert Monzo for Expense Reporting — Fast
Monthly expense claims typically due within 30 days of the expense; P11D filing deadline is 6 July following the tax year
Convert Monzo Statement Free