2026.9.0
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Withdraw from pot

Use this action to move money from a Monzo pot into its account. After a successful transfer, Home Assistant refreshes the account and pot balances.

Only users with administrator rights can run this action.

Using this action from the user interface

If you prefer building automations and scripts visually, Home Assistant walks you through this action step by step. You pick what to target, tweak a few options, and save. No YAML knowledge required.

To withdraw money from a pot from an automation or a script:

  1. Go to Settings > Automations & scenes.
  2. Open an existing automation or script, or select Create automation > Create new automation.
  3. If you’re setting up a new automation, add a trigger in the When section. Scripts don’t need a trigger. They run when something else calls them.
  4. In the Then do section, select Add action.
  5. Search for and select Monzo: Withdraw from pot.
  6. Select the pot in From pot and its account in To account.
  7. Enter the Amount to transfer.
  8. Select Save.

Options in the UI

From pot (Required)

The Monzo pot to move money from.
To account (Required)

The Monzo account to move money into.
Amount (Required)

The amount of money to move, in the selected account’s currency. The amount must be positive and have no more than two decimal places.

Using this action in YAML

If you work directly in YAML, or you want to know exactly what Home Assistant does under the hood, this section has the technical reference. It lists the field names you use in YAML, their types, and which ones are required.

In YAML, refer to this action as monzo.withdraw_from_pot:

ActionActions are used in several places in Home Assistant. As part of a script or automation, actions define what is going to happen once a trigger is activated. In scripts, an action is called *sequence*. [Learn more] 
action: monzo.withdraw_from_pot
data:
  pot: fedcba9876543210fedcba9876543210
  account: 0123456789abcdef0123456789abcdef
  amount: 25.50

Options in YAML

pot string Required

The device ID of the Monzo pot to move money from.

account string Required

The device ID of the Monzo account to move money into.

amount float Required

The amount of money to move, in the selected account’s currency. The amount must be positive and have no more than two decimal places.

Good to know

  • The selected pot must belong to the selected account and Monzo connection.
  • Loan, Flex, and Rewards accounts do not support pot transfers.
  • After a successful transfer, Home Assistant refreshes the account and pot balances.
  • If Home Assistant cannot confirm whether a transfer completed, check your Monzo balance before you try again.

Try it yourself

Ready to test this? Open Settings > Tools > Actions, search for this action, fill in the fields, and select Perform action. You see what happens on your actual entitiesAn entity represents a sensor, actor, or function in Home Assistant. Entities are used to monitor physical properties or to control other entities. An entity is usually part of a device or a service. [Learn more] without writing a line of YAML.

Still stuck?

The Home Assistant community is quick to help: join Discord for real-time chat, post on the community forum with the action you’re calling and what you expected to happen, or share on our subreddit /r/homeassistant.

Tip

AI assistants like ChatGPT or Claude can also explain actions or suggest the right one when you describe what you want in plain language.

Related actions

These actions work well alongside this one: