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Configuration

Monobank Journal Configuration​

Step 1: Create or Open a Journal​

  1. Create or open a bank journal (Journal Type = Bank).
  2. Enter the bank account number.
  3. On the Journal Entries tab, find the Bank Feeds field.
  4. Select Monobank API.

Selecting Monobank API in Bank Feeds field

  1. A new Monobank tab will appear.
Note

If you later select another Bank Feeds option, the Monobank tab will be hidden.

Step 2: Configure the Monobank Tab​

In the Monobank tab, fill in the following fields:

Monobank tab configuration

Monobank API Token​

To fill in this field:

  1. Go to https://api.monobank.ua/.

  2. Activate the token and copy it.

Token activation on Monobank API website

  1. Paste the token into the Monobank API Token field.

Import Period (Days)​

This defines how many recent days of statements should be imported.

Default value: 1 day.

Step 3: Save and Create Scheduler​

After saving the Journal with a valid token, a cron (scheduler) is created that runs daily.

Journal with configured cron

Important

If Monobank is no longer the Bank Feeds source, the cron will be deleted automatically.

Verify Connection​

Check whether the connection to Monobank is configured correctly:

  1. Click the Test Connection button.

  2. If the data is correct, a confirmation message will appear in the upper-right corner:

Successful connection to Monobank

Manual Statement Import​

Method 1: From the Journal Dashboard​

Go to Accounting/Invoicing → Journal Dashboards → click Import Statements.

Import button on dashboard

Method 2: From the Journal Form​

Open the bank journal and go to the Monobank tab → click Import Statements.

Import button in journal

Select Import Period​

A window with a Date field will appear. You may:

  • Keep the default values:

    • Start Date = current date − number of days specified in "Import Period (Days)"
    • End Date = current date

  • Or set your own date range for importing statements.

Import period selection window

Import Result​

After clicking Import Statements, the loading process will begin.

When the import is completed:

  • A success message will appear in the upper-right corner;
  • The number of imported transactions to reconcile will be displayed on the Bank Journal dashboard.

Successful statement import