Import Monzo CSV

1. Open Statements.
2. Select the Monzo tab.
3. Drop or select one or more CSV files.
4. Leave files as separate batches, or select the merge option to combine them.
5. Start the import.
6. Wait for the progress dialog to finish.
7. Open the created batch from Import History.

During import, GrantKeeper may:

• parse CSV rows,
• create batch entries,
• download receipt images from receipt URLs,
• check each receipt's amount against its transaction,
• generate conversion evidence for non-GBP transactions,
• suggest a purchaser,
• set VAT for each entry from its receipt.

Both checks finish inside the progress dialog, so their results are ready when you open the batch.

A Monzo import brings in card payments and the bills paid straight from the account: Direct Debits, standing orders and Monzo fees, such as rent and subscriptions. These have the purchase method Bank transfer and usually no receipt, so upload the invoice for them. Direct Debits include tax payments such as HMRC, so exclude any that do not belong in a claim.

Transfers out (Faster payments, bank transfers and Monzo-to-Monzo payments) are imported when a receipt is attached to the payment in Monzo, for example a supplier you pay by transfer for facilities. The receipt is downloaded with it. Transfers with no receipt attached are left out: they are usually salaries, which are claimed through timesheets, staff expense reimbursements, which are claimed as that person's personal spending, or moves to your company's other accounts. If you attach a receipt to a transfer in Monzo after importing, re-upload the statement to bring that transfer in. Moves into your own Monzo pots are always left out.

Batches imported before October 2026 only contain card payments and money in. To add the missing payments, upload the same Monzo CSV again with Re-upload and approve the new transactions you want: from the batch's actions menu if the batch is not saved yet, or from a related Table if it is (see Re-upload a Table).

Monzo categories help categorise imported entries. They are mapped into the app’s Travel, Materials, Overheads and Other categories; unfamiliar bank categories are considered alongside the vendor and description. Review the result before saving.

Monzo VAT starts conservative because Monzo CSV data does not provide the same structured VAT information as some Revolut exports. Review VAT before exporting.

Money-in rows appear in Money In Review, already sorted into matched refunds, credits resolved automatically, and the few that need your decision.