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)
Tap a transaction
Tap the category at the top
Choose the option to create a new category
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:
Go to Insights โ Cash flow
Scroll to Excluded from cash flow
Tap Edit and select the categories
Tap Done