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Monzo Credit Card Pot Sync

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This project is a tool to sync the balance of your credit cards and a Monzo pot. It allows you to use credit cards for your day-to-day spend, all the while ensuring your Monzo pot has enough funds to pay off bills in full - providing a seamless experience for managing your finances.

Features

  • Automatically add and remove funds from a Monzo pot as you spend on your credit cards
  • Choose a Monzo pot to keep synced, and change it at any time
  • Connect all of your credit card providers to keep your pot up to date

Installation

  1. Clone the repository: 
    git clone https://github.com/mattgogerly/monzo-credit-card-pot-sync.git
  2. Navigate to the project directory: 
    cd monzo-credit-card-pot-sync
  3. Install Python dependencies: 
    pip install -r requirements.txt
  4. Install web dependencies: 
    npm install
  5. Build static web assets: 
    npm run build-css

Usage

  1. Start the application: 
    npm start
  2. Open your browser and navigate to http://localhost:1337

Configuration

  1. Log in to the Monzo developer portal at https://developers.monzo.com (note you'll need to approve the login in the app)
  2. Create a client, entering the redirect URL as http://localhost:1337/auth/callback/monzo and confidentiality as Confidential
  3. Make a note of the client ID and client secret
  4. Login to the TrueLayer console at https://console.truelayer.com
  5. Create an application
  6. Switch to the Live environment and add http://localhost:1337/auth/callback/truelayer as a redirect URI
  7. Copy the client ID and client secret
  8. Navigate to http://localhost:1337/settings and save the Monzo and TrueLayer client IDs and secrets

You're all set! Head to http://localhost:1337/accounts to connect your Monzo account and credit cards.

Docker

Releases are also published as container images on GitHub Container Registry.

  1. Start the container: 
    docker compose up -d
  2. Open your browser and navigate to http://localhost:1337

License

This project is licensed under the MIT License. See the LICENSE file for details.

Contact

For any questions or feedback, please open an issue on GitHub.