Monzo Statements for Probate & Estate Administration
Preparing Monzo bank statements for probate & estate administration? Executors and solicitors handling probate need to review the deceased's bank statements to value the estate, identify debts, and distribute assets.
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 the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
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 Probate & Estate Administration
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 Date of death statement plus 6-12 months prior to identify regular commitments, standing orders, and direct debits to cancel of statements.
How It Works
Upload your Monzo statement
Drop your Monzo Bank statement PDF. Supports PDF, CSV. Need Date of death statement plus 6-12 months prior to identify regular commitments, standing orders, and direct debits to cancel? 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 Balance at date of death, standing orders and direct debits .
Use for probate & estate administration
Download formatted Excel ready for probate & estate administration. Date-of-death balance clearly stated, recurring payments listed separately for cancellation, all accounts of the deceased consolidated into one estate summary
Monzo + Probate & Estate Administration Features
- Monzo optimised — Handles DD/MM/YYYY dates and single Amount column with positive/negative values and merchant category tags
- Built for probate & estate administration — Convert the deceased's bank statements to Excel for fast estate valuation, identification of standing orders, direct debits, and outstanding payments.
- Period coverage — Convert Date of death statement plus 6-12 months prior to identify regular commitments, standing orders, and direct debits to cancel of Monzo statements in minutes
Convert Monzo for Probate & Estate Administration — Fast
IHT400 must be submitted within 12 months of death to avoid interest charges; probate grant cannot be issued until HMRC receives the IHT forms
Convert Monzo Statement Free