Monzo Business: Customising your spending in Insights

You can customise Insights to get the clearest picture of your finances.

Creating custom categories (Business Pro and Team)

  1. Tap a transaction

  2. Tap the category at the top

  3. Choose the option to create a new category

  4. Future spending with that merchant will automatically use your new category

Excluding categories from cash flow

Savings and Transfers are excluded by default. To exclude others:

  1. Go to Insights โ†’ Cash flow

  2. Scroll to Excluded from cash flow

  3. Tap Edit and select the categories

  4. Tap Done

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