Monzo Credit Card Pot Sync

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.