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  • 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?

  • Yes, I used to use Money Dashboard for collating and categorising but that died a death. I'd like something that didn't rely on an app but that seems unlikely.

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