Convert your Monzo Statements to CSV
The most reliable way to turn Monzo PDF statements into spreadsheets with complete data integrity. Secure, fast, and optimized for professional accounting.
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Bank-level 256-bit encryption. Files are deleted immediately after processing.
How to export Monzo transactions to CSV
Follow these simple steps to get your Monzo data ready for accounting or analysis.
1. Download PDF from Monzo
Log in to your Monzo online banking portal. Navigate to your statements or transaction history and download the desired period as a PDF document.
2. Upload to Docneat
Drag and drop your Monzo PDF into the secure conversion box at the top of this page. Our AI immediately begins identifying headers and transaction rows.
3. Download as CSV or Excel
Review the preview of your data. Once satisfied, click export. Your file will be perfectly formatted for immediate import into QuickBooks, Xero, or Excel.
How to download Monzo transactions as CSV directly
Monzo allows you to export your transactions as a CSV file directly from the app.
- 1Open the Monzo app and go to Account
- 2Scroll down to Statements
- 3Select the period you want
- 4Tap Export or Download as CSV
- 5The CSV file will be saved to your device or shared via your phone's share sheet
When the native export isn't enough: Monzo's native CSV export works well for personal use. For older statements only available as PDFs, or for Monzo Business statements that need import into Xero or QuickBooks, DocNeat converts the PDF version with full category column support.
Convert your Monzo PDF with DocNeatMonzo statement format
Monzo PDF statements are generated from the Monzo app and use a clean three-column layout: Date, Description, and Amount. Monzo includes merchant logos and category icons in the app view, but the PDF export strips these to plain text. The sort code and account number appear in the header.
Data extracted from Monzo statements
Technical Specifications: Monzo
| Document Source | Standard Monzo Bank PDF |
| Processing Engine | DocNeat Financial OCR (v2.1) |
| Encryption Level | 256-bit AES (SSL Secured) |
| Target Compatibility | QuickBooks Online, Xero, Sage 50, Excel — date format DD/MM/YYYY matches UK regional settings. |
How DocNeat handles Monzo PDF quirks
Monzo statements are generated from the app and sometimes include emoji characters in merchant names. DocNeat strips these automatically to produce clean CSV output.
Monzo Pots transactions appear as internal transfers in the statement. DocNeat preserves these with their original Pot name in the description.
Monzo Business statements include a category column. DocNeat captures this as an additional field in the CSV.
Monzo statements for joint accounts include both account holders' names in the header. DocNeat extracts both.
Why use an AI converter for Monzo?
Monzo statements are generated dynamically from app data rather than a traditional banking system, which means the PDF structure differs from high street bank statements. DocNeat is specifically tuned for Monzo's app-generated format, handling emoji characters, Pot transfers, and the category column that Monzo Business includes.