MonzoFreshBooks

Convert a Monzo statement to FreshBooks

FreshBooks won't read a PDF, and Monzo won't export straight to FreshBooks. Convert your Monzo statement into a clean, categorized CSV, then import it into FreshBooks in a couple of clicks.

 

Why Monzo statements don't import into FreshBooks directly

FreshBooks imports bank data from CSV, not PDF, so a Monzo statement has to be converted first. Monzo emoji-tags categories in-app; the converter maps them onto a plain category set that spreadsheets and accounting tools understand. You get one clean, FreshBooks-ready ledger instead of fighting merged cells and split columns.

How to import a Monzo statement into FreshBooks

  1. 1. Convert the statement. Upload your Monzo statement PDF and download the categorized CSV.
  2. 2. Open the importer. In FreshBooks: Expenses → the import/upload option, or Accounting → Bank Connections → Upload.
  3. 3. Map & import. Match Date, Description/Merchant, and Amount to the CSV columns and import.

Frequently asked questions

Can I import a Monzo PDF into FreshBooks directly?
No. FreshBooks imports CSV, not PDF. Convert your Monzo statement to CSV first, then import it.
Is my Monzo statement stored anywhere?
No. Your PDF is processed in memory to extract the transactions and is never stored.
Can FreshBooks import a PDF bank statement?
No — FreshBooks imports transactions from CSV. Convert the PDF statement to CSV first, then upload it.

Export Monzo to another tool

Convert another bank to FreshBooks

Related guides

Not affiliated with Monzo or FreshBooks. Your statement is processed in memory to extract transactions and is never stored.