Automated Monzo Daily Spending Digest
Every morning, WebRun opens Monzo, checks your current balance and yesterday's spending by category, logs the day's summary as a Trello card, and posts the digest to Microsoft Teams so you start the day knowing exactly where things stand.
How do I get a daily summary of my Monzo balance and spending?
WebRun checks your Monzo balance and yesterday's spending by category every morning, logs the summary as a Trello card, and posts the digest to Microsoft Teams. It never moves money or cancels anything itself, so you start each day with a clear picture of your spending without opening the app first thing.
- Balance and spending land in Teams before the day gets busy
- Category breakdowns highlight where money went, not just how much
- A daily archive of summaries builds up automatically in Trello
Built for individuals · freelancers · budget conscious users · small teams sharing an account
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
monzo.comin a real browser with your saved login - no setup, no API keys. -
1
Monzo - check balance and spending
- Open Monzo and check the current balance
- List yesterday's spending grouped by category
- Note anything unusual compared to a typical day
Done when Today's balance and yesterday's spending are captured.
-
2
Trello - log the day's summary card
trello.com
WebRun opens Trello to log the day's summary card. - Create a card for the day with the balance and spending summary
- Attach the category breakdown to the card
- Archive the previous day's card
Done when Today's card reflects the balance and spending summary.
-
3
Microsoft Teams - post the digest
microsoft.com
WebRun opens Microsoft Teams to post the digest. - Post the balance and category breakdown to the channel
- Highlight the largest category from yesterday
- Leave it as a read only digest
Done when The channel has today's spending digest.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it move money or cancel a subscription it flags?
No. WebRun never sends a payment, issues a refund, or transfers funds on its own. It only reads balance and spending data and reports it, leaving any account action to you.
How is spending grouped into categories?
It reads the categories already assigned to each transaction in Monzo, so the digest reflects the same breakdown you'd see in the app.
Can I look back at a previous day's summary?
Yes. Each day's card is archived in Trello rather than deleted, so you can scroll back through prior days.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.