I have a Monzo account and an IFTT set up such that every time I spend on my Monzo account is drops a line on a Google sheet.
I have my spending analysis, domestic budget and all sorts running of it. Can run custom categories and split category spending and all sorts.
The reports I have running off it make me feel sexy.
Been doing it for 7 odd years and the level of visibility and forensic analysis I have over my finances has saved me thousands. Possibly tens of thousands.
Interesting. This seems like an ideal scenario for some kind of Power Query integration and something I've been pondering since Money Dashboard went belly up.
Just need to work out how to get spending and income from multiple credits cards and bank accounts onto a file ...
Yeah, it only works for me because I am fully commited to monzo (me and my partnr - Monzo personal, joint and biz accounts) and have no credit products beyond my mortgage.
What you are describing sounds like something Open Banking should facilitate?
I have a Monzo account and an IFTT set up such that every time I spend on my Monzo account is drops a line on a Google sheet.
I have my spending analysis, domestic budget and all sorts running of it. Can run custom categories and split category spending and all sorts.
The reports I have running off it make me feel sexy.
Been doing it for 7 odd years and the level of visibility and forensic analysis I have over my finances has saved me thousands. Possibly tens of thousands.