The enthusiasm about budgeting is apparent. Taylor seems to be a great advocate for her clients.

@evolvingmoney

8 ай бұрын

Thank you so much!! I appreciate the support!

Thank you for doing this. Been a Mint user for a long time. I think I found my new home even if it’s not free

@joehenry9546

7 ай бұрын

Same

This was the second video that came up in my search but has way better content. The video is so much better thought out. The format was great and the content is exactly what I wanted to know about Monarch.

@evolvingmoney

6 ай бұрын

Woo! Glad you think so. Thank you so much!

Thank you for telling us about creating categories by mandatory and discretionary expenses. I always wanted that in an expense review tool but never had an online tool that is able to do that until Monarch.

Thorough review of Monarch supported by great personal finance commentary. Taylor made the app accessible and relatable.

Subscription added, and I signed up using your link! I'm planning to go back and watch your other videos. Thank you for the great content!

@evolvingmoney

5 ай бұрын

So glad you liked it! Thank you!

Awesome!! Thanks for showing what it looks like “under the hood” per se and seeing all the features. I might need to reconsider my budgeting apps now 🤔

@evolvingmoney

8 ай бұрын

Glad it helped! If you have any questions or looking for help making the switch, I am here for you! (:

This was easily the most useful and comprehensive review of this app that I have found. Thank you for demonstrating its uses and features so well.

Great video! Thanks for the tips!❤

Thanks for the review & tutorial... Minter since 2011 & looking for a new home.

Thank you- superb review and basic tutorial!

@evolvingmoney

8 ай бұрын

Thank you! Stay tuned for more in depth tutorials!

A great tutorial!

Thanks for this! Super helpful.

Thank you for this review I’m definitely going to look into this app!

@evolvingmoney

3 ай бұрын

Glad it helped!

Thank you so much for the information. I'm trying it out for a few days so your video is very helpful.

@evolvingmoney

8 ай бұрын

I am so glad you liked the video! Let me know how your trial goes!

@ronaldarceneaux2975

8 ай бұрын

@@evolvingmoney I will update you.

So many videos out there just have a person readding the websites homepage. Thank you for showing how this service actually works and what you can do to it. I'm on the Mint departure train like many others and this help me make my choice.

@evolvingmoney

5 ай бұрын

Glad it was helpful! Thank you!

Great review! Thank you! Considering switching from Mint. Would love to see a mobile app review too! 😊

@evolvingmoney

8 ай бұрын

I would love to do a video on the mobile app. I'll get on that pronto!

@stevenalexander7413

7 ай бұрын

Great timing. Mint will gone on Jan 1st 2024.

thank you so much for the great review

@evolvingmoney

2 ай бұрын

Glad it was helpful!

cool im sold thanks

Very helpful review!

@evolvingmoney

4 ай бұрын

Glad it was helpful! Thank you!

Migrating from Mint. What to do??? The more KZread videos I watched, the more confused I got until your video. Thank you!

Excellent video! We have investments and bank accounts in Canada and US. Is it possible to link them all in a single Monarch platform?

Fantastic video. My wife loves you!

@evolvingmoney

6 ай бұрын

Haha! That's awesome! Thank you so much!!

True confession: I accidentally bought a year's subscription to this app about six months ago. Your videos are very helpful for me to figure out how to use it.

@evolvingmoney

4 ай бұрын

Good! I am so glad! I bet you are not alone! Haha

Awesome video! They should put this on their front page and pay you lol.

@evolvingmoney

4 ай бұрын

Haha! I appreciate that!

Great review. Thank you. The forecasting feature has likely sealed the deal for me. I’ve maintained Mint and a twelve month by month forecast for years. The idea of having that in one application is stellar. The customizable groups are awesome too. One can essentially create their own chart of accounts for their home. A nice to have would be retirement planning. Does it have that too?

@evolvingmoney

7 ай бұрын

Glad you like it! The forecasting is great and so useful! No, it isn't great for retirement planning. If you knew how much you wanted to save for retirement, it would give you a basic calculation of how much to save each month, but it wouldn't take into account investment growth.

@acdnintheusa

7 ай бұрын

@@evolvingmoney I appreciate the additional insight. Thank you. I started building and importing our data last night. So far so good. I look forward to working my way through more of your content. I appreciate you creating and sharing it. 🙏🏼

Thank you for your video - it is great. I have set up a budget for 2024 with custom categories in Monarch. I have one question though - do you know if there is a way to print out my categories and/or budget?

@evolvingmoney

6 ай бұрын

You can get a CSV file but I think Monarch is currently working on the ability to print nice PDF's with your budget. Other than taking a screenshot of your budget I don't think that is possible right now.

Great video and tutorial. I too was a mint user and a bit upset they are shutting down. I did my research and have signed up and started with Monarch. This video was very helpful. What is the best way to handle cash. It could be me paying for something with cash or someone giving me cash. I imagine to just make another account called cash at home and use that ?

@evolvingmoney

8 ай бұрын

I know it is a huge bummer! But I do think you will love Monarch and never look back (: Yes, in Monarch you will want to create a manual Cash account and just add those transaction in manually as they come up! It will be fairly simple to do!

Thank you so much for your tutorial. Someone mentioned this monarch money to me. How does someone set up a consultation with you?

@evolvingmoney

5 ай бұрын

Hey Dallas! If you got to my website here, you will see an option to book a call and you can choose a call to chat about financial coaching or one to schedule an hour long Monarch Money consultation! www.evolvingmoneycoaching.com/services

I am glad I ran into your video. I am leaning toward Monarch after watching you. I can you hide accounts as you could in mint? I want to put my daughter bank in but not see it all the time and I want to keep my wife and I budget separate while daughter is in college . Thank you for any insight. I have financial adviser but really want to use this to chart where money goes. I have renters in my upstairs apartment I imainge I can set up house expenses and house upgrades that may have tax benefits Or at least keep some items separate Thanks

@evolvingmoney

8 ай бұрын

You can hide accounts! You can set it so the transactions from the hidden accounts to feed through to your transaction or set it so all transactions in those accounts won't affect your budget or cash flow reports. You can set up a category and sub categories specific for your rental which would be very useful for tax time!

Finally, someone that explains what Monarch Money can do! Nice job....I have been researching budgeting programs for days so I can leave Mint and it is very hard to find enough information about each one to tell me what they can actually do before you pay. Thank you! Question? Can you write down details of the purchase in the transaction so you can see it visibly without clicking to open something? Like Mint?

@evolvingmoney

6 ай бұрын

Thank you! Glad you liked the video! Yes, when you write a note or details for a transaction there will be a little note icon that you can hover over and it will tell you what your notes were. For example, I will put what the Amazon purchase is actually for in the description so when I hover my mouse over the note icon it will show me what it was. I think you would have to click on the transaction for more details if you are inside the mobile app.

@susangawron7108

6 ай бұрын

@@evolvingmoney Thank you for your quick reply. I have taken the offer of the 30 day trial and I have already entered my category balances and budget amounts (47!). Things are going very well and I am happy it is very similar to Mint, but a little better. The only thing I am stuck on now is how to Split a transaction. I read the help explanation, but I am not seeing anything about Split in the Transaction area. Could you help please. Thank you!

@susangawron7108

6 ай бұрын

I found it! Thank you anyways....I am finished and ready to cut my ties with Mint all because of you. Have a wonderful New Year!

I'm so stoked about this platform! Thanks so much for these videos walking me (and my hubs so I don't have to) through it all :). Coming over from YNAB and very excited to be able to forecast income. I'm a business owner, and had two totally separate budgets in YNAB- one for our personal finances and one for my business. Any recommendations on how to do that in Monarch without having two different accounts? Thanks!

@evolvingmoney

4 ай бұрын

Unfortunately, you do have to do two different accounts for Monarch. It's a bummer, really. YNAB's ability to do two totally different budgets in the same account is really awesome. If you were to try to do it in the same account, you would just want to make a whole group for business expenses, just like the preset categories are set up. But it can be clutters. If you have a lot of business expenses, I recommend having two accounts for it.

@evolvingmoney

4 ай бұрын

Also, I am so glad you are finding the videos helpful! Thank you for your support (:

@dandelyontrails

4 ай бұрын

@@evolvingmoney that's what I was thinking too, wanted to make sure I wasn't missing something. Thanks so much for your content and quick reply!!

Thanks for the video! What's your opinion on the AI and/or experimental features?

@evolvingmoney

5 ай бұрын

Hey there! I honestly haven't used the AI features at all and none of my clients have reported using them either. I have had one person tell me they have tried to use it but wasn't super helpful.

Can you manually override the dates on certain transactions like you can in Mint? My work always reimburses me for travel expenses a few days after the end of each month, so in Mint I used to manually assign that payment to the last day of the previous month to make everything add up. Can you do that in Monarch or are transaction dates set in stone?

@evolvingmoney

7 ай бұрын

Yep! And it will keep the "original" date info in caze you forgot you changed it. I do this often with things like returns and reimbursements. I also prefer to see the charge and return in the same month

Is it possible to link credit cards (AmEx) to be imported? Great video!!

@evolvingmoney

3 ай бұрын

Yes, and I think AmEx has gotten better at letting apps link to budgeting apps.

Question: In the video on the Transactions screen, I see the dropdown on top labeled "All Transactions". What else is an option under that dropdown? Is the list of all my Accounts there to click on individually and see all the transactions for that account? This was a capability in Mint and a requirement of mine. Thanks for uyoiur help!

@evolvingmoney

4 ай бұрын

That drop down you see is to filter all transactions and transactions that you have flagged for review and who that review is assigned to. So the options would be Need Review By "Anyone", "Partner 1", "Partner 2". You can easily filter transactions by accounts on the right hand side of the screen. The filter and sort functions are very good.

Great video thank you! One of my credit cards says it downloaded but the transactions are not showing., HAve you ever had this problem? tech support gave suggestions but none have worked. Also, I'd love to have a consultation with you if youre still doing them.

@evolvingmoney

6 ай бұрын

Hmm I don't think I've run into that problem before! I think you'll need to continue working with Monarch tech support if the accounts won't feed. For questions about best practices with your Monarch budget, you can book a consult through my website here: www.evolvingmoneycoaching.com/services

Thank for the review.. Been using excel for years for my budgeting app.. Was wondering if there is one out there that does it all? I am looking for something that does the budget but also tracks the transactions, and has a forecasting tool with all upcoming bills? I have our accounts separated for house and personal so the house has it own budget. We also have One Finance but that I am seeing does not have any integrations into any budgeting tools

@evolvingmoney

6 ай бұрын

You can budget and plan for upcoming expenses, it does track all transactions, but it won't forecast future account balances once bills are taken out.!

Do they have a trends section customized to the single date say my net worth from august 13 2021 to June 13 2023 for any date for categories net income total spend tags anything that’s what I am looking for mint could do this who ever gets there has my money?

@evolvingmoney

8 ай бұрын

Hmmm...not that I can see right now. I believe the reports are only monthly, yearly, and quarterly. Monarch is constantly developing and updating, so it is something you can suggest to them and see their feedback! I hope you find what you are looking for!

Thanks so much. Do you know if its possible to add a new budget category?

@evolvingmoney

7 ай бұрын

Absolutely! See at about 3 minutes in I show you how you can customize the categories. You can add, delete, re-arrange to be as broad or detailed as you'd like!

@testbrandaccountonbusine-ck3di

6 ай бұрын

Thanks so much!@@evolvingmoney

Thanks for this review! EveryDollar user here wanting to move to Monarch. Question, do you know if it's possible to set the start date for the month on a budget? As a freelancer I have multiple sources of income that come in at different dates every month, but I do have a main one that comes in mid month, so I've set up my budget mid month to mid month. But Monarch automatically places transactions in a budget for the whole month. I'm trying to find a way for a Dec 9 transaction to fall in the Nov budget, and Dec 16 transaction to fall in the Dec budget for example.

@evolvingmoney

7 ай бұрын

As of right now, you can't set a budget outside of the usual months. You can generate reports now (beta) for those specific dates. Ideally, you want to work to get 1 full month of expenses saved in your checking account so that you don't need to worry exactly when you get paid or when bills are due. If you think about it, most people don't get paid on the first of the month. A lot of people get paid bi weekly, which means their paycheck hits at odd days of the month and is different every month. Being self-employed means you normally get way more paychecks and in various quantities on random dates, but the goal as a freelancer should be to try and get to a point where you can pay yourself a regular monthly amount, and anything more or less adds to/reduces your savings. This will help you maintain a budget and simply your finances soooo much!

@david.molina

7 ай бұрын

@@evolvingmoney Yeah, that makes total sense. And that's what I figured I would have to do to use Monarch. Thanks for the reply!

As an establish Quicken user, it is worth the effort to switch to Monarch? Also, is it worth going from $60 per year with Quicken to $100 per year with Monarch. Thanks

@evolvingmoney

8 ай бұрын

It depends on what you are looking for when it comes to budgeting. If you love quicken, and it works for you, then stay there! If you are looking for a more collaborative app with your partner, something you can manage on mobile phone, and want more holistic tracking and planning your finances, then Monarch will be incredible for you. If you think that having those features could save you an additional $40/year then go for it! Tell me why you are looking at other apps in the first place? What is missing for you with Quicken?

Does this allow you to set a budget for each pay period or does it just do a monthly budget? I want to budget paycheck to paycheck.

@evolvingmoney

5 ай бұрын

This is just a monthly budget. I highly suggest getting out of budgeting paycheck to paycheck as fast as you can by creating an emergency fund because creating a budget each paycheck that is an additional, unnecessary stress and hassle to life. Obviously, it can take time, but it should be a goal. If that is the direction you want to go though, I would consider YNAB as it is better for budgeting as money comes into your accounts.

I am currently enrolled in a free trial with Monarch as a MINT user. Can I use the 30 day extension you offer to get an additional 30 days. With the holidays, etc. I haven’t had the opportunity to dive in and could use more time to assess. If so when is the best time to use it? Once the current trial expires or before it expires?

@evolvingmoney

6 ай бұрын

I think the only way you could get an extended free trial would be to reach out to the Monarch team to see if they can make an expectation. I don't think my link will extend it, and my link also wouldn't get you the 50% off the the Mint promotion does!

Can you tell Monarch Money to NOT auto assign a category to new transactions if there have not been any rules applied? (or can you tell it to assign all transactions to "uncategorized" if there is not another rule?)

@evolvingmoney

4 ай бұрын

I don't think you can do that level of categorizing rules. I don't think the rules really interact with each other or have priorities, but that is a good question that I'll have to look into!

I am new to budgeting tools. I am looking for something for my wife and I to share together. So many good things I hear about both Monarch and YNAB. Is Monarch the no brainer here?

@evolvingmoney

3 ай бұрын

Check out my most recent video on YNAB vs Monarch if you haven't already! Sorry for the delayed reply (:

Thank you for sharing. I’m moving from Mint and use many sinking funds. How would I use sinking funds in Monarch. I’m having a hard time finding a solution to replace Mint.

@evolvingmoney

8 ай бұрын

I think I forgot to show this in the video! You can set any category to "rollover" to next months if you don't use the expenses. So I budget $ into travel, car maintenance, medical, annual subscriptions, home improvement, etc and whatever you have left at the end of the month in that category will rollover and build to create your sinking funds! You could do this with every category or a select few. This would be shown on your "Plan" in Monarch

@welcometoSL

8 ай бұрын

@@evolvingmoney does it only rollover the positive? If I dip a fund into the negative, can that negative rollover as well or do I need to find the money elsewhere? I believe YNAB only allows positive rollovers.

@evolvingmoney

8 ай бұрын

@welcometoSL It rolls over the negative balances as well. If you use the rollover feature, you have to be careful on not creating false deficits/positives. It can be a bit tricky so I'll do a full video on how to use this feature properly very soon!

Thanks for the overview 👍🏻 For my, Monarch doesn't allow me to enter the "dot" to specify the cents in the amount in the budget fields. It is working in the transaction and account fields. Maybe because of I am a European user? Also, the dollar cannot be change to euro for now.

@evolvingmoney

5 ай бұрын

Yeah Monarch is rounding on the budget to the nearest dollar which is an interesting decision and not sure I know exactly why, other than simplicity. I don't think they have plans to add different currency's at this time!

Will Monarch allow you to have a category for income and expenses for rental property? What about help with any tax efficiencies with rental property?

@evolvingmoney

5 ай бұрын

You can make any categories for anything in Monarch Money. You can group income by rental property to track and expenses can be grouped by rental property

Just switched from Mint and never really came up with a good way to do this. How do you conceptually find yourself tracking "transfers" to brokerage accounts, HSA's, IRA's? Do you track the (-) as a cost to a budget and the (+) as a deposit? Treat them both as a transfer so they balance? I'm not sure how to think of these transaction in long terms.

@evolvingmoney

8 ай бұрын

In Monarch Money, there is a category for Transfers and Credit Card Payments and both are treated as "transfers" which means that they won't affect your cashflow or budgeting statements. This only really works if you connect all of your accounts that your are transferring to and from to Monarch so that it can accurately portray cash flow and net worth. Marking as a transfer is ideal when sending funds to other accounts that you own.

Hello, How do I sign up for you to help with assisting me with the app. I found out about this app today the a church member, and they want me to find a financial advisor.

@evolvingmoney

4 ай бұрын

Hey there! Feel free to take a look at the services page on my website, sign up for a call, or email me with questions! www.evolvingmoneycoaching.com (:

Shame it’s not available for Australians. Does anyone have any recommendations for AU besides Frollo?

@evolvingmoney

5 ай бұрын

I think YNAB would work but I am not sure!

If you spend over budget or under budget in a category will it rollover into the next month?

@evolvingmoney

6 ай бұрын

Yes, but only if you set up that category to rollover. The default is no, but you can turn on the rollover feature for each category you want

do transactions populate automatically? of do you need to add them yourself

@evolvingmoney

2 ай бұрын

They will populate automatically as long as you connect your accounts to the app!

Thanks for this! My husband and I just got married and are looking to merge finances. The biggest hurdle is our "no questions asked" fun money. Can you make parts of your budget private? If I want to get him a gift or spend money on something frivolous; how do we separate those transactions in the app? We already decided on an amount that each of us can have for "no questions asked" purchases, but how do you really make it private if you're in the same account?

@evolvingmoney

5 ай бұрын

I would use separate accounts or credit cards that are not connected to the app for this. Lot's of my clients have a personal bank account that they each get money into every month and can spend how they want. It would be up to either partner to not connect those personal accounts to Monarch. Otherwise, you could always change the Merchant name once the transaction comes through Monarch to hide any surprises.

@evolvingmoney

5 ай бұрын

My husband and I both have our own credit cards that aren't connected to Monarch but the payments are coming from accounts connected to Monarch and we trust that the other partner wouldn't spend more than what is in the budget for Personal Fun Money.

Can I change it to a biweekly budget? In the budget area

@evolvingmoney

4 ай бұрын

No, the budget is only calendar month to month

Does anyone know if Monarch will be able to incorporate transactions from brokerage, IRA's and employer retirement (401k's, etc) in the near future. That's the only thing I don't like coming over from Mint.

@evolvingmoney

7 ай бұрын

I do believe this is a commonly requested feature and they are working on it now! Monarch is improving and updating so fast, my videos from this month are already outdated. Ha!

Can you create sub-categories?

@evolvingmoney

6 ай бұрын

You can create any type and kinds of Groups and then make as many categories as you want inside those groups.

So after attempting to set up a budget, it seems you CAN'T delete a category altogether without moving the options within that category. I really don't like having unused categories just sitting there doing nothing. Is there a workaround for this? I don't need a Business category for my budget.

@evolvingmoney

6 ай бұрын

In order to delete a category, as you stated, you would have to change all transactions that have that category to a new category. Otherwise, you cannot delete it. So for the business section, I would delete every category within the Business Group and they will get all grayed out as you have de-activated them all. Then when you delete the Business Group it will prompt you to move all of the de-activated and grayed out business categories to another section. I always move these to the "other" category section. You won't ever see them unless you go into your settings to active them again. I will do a video on this very shortly with a deep dive in setting up and organizing categories!

I am not through the video. I did sign up for the 50% off Monarch new user process. What I haven’t been able to figure out is if the expenses that are paid by Credit card (this is most of how I spend) can be categorized. Can it be done?

@evolvingmoney

6 ай бұрын

Yes, as long as the credit card is linked to Monarch, then it will pull in all transactions and categorized

@nmartin5551

6 ай бұрын

@@evolvingmoney Thanks! I’m not budget software savvy (I’m starting to think I have no savvy at anything), so I’m never sure what is me versus what isn’t available in the app. No intuitiveness here for. Me!!

Your referral link is incomplete-

@evolvingmoney

8 ай бұрын

Thanks! Troubleshooting with KZread on that now. Here is that link if you are still wanted that extended free trial! www.monarchmoney.com/referral/24702u36kj

I am a 20 year quicken user. Is there a way to import it into Monarch

@mlj_the_shield

8 ай бұрын

There are .qif to csv converters out there, so yeah. If you can get your data to .csv format, sure.

@evolvingmoney

8 ай бұрын

I will actually need to check to see if they will allow so many years of data to import, and I'll let you know!

@mlj_the_shield

8 ай бұрын

@@evolvingmoney They do! I have my property taxes going back to 2007; no reason it wouldn't allow me to go back further (I just ran out of data).

Is there an ability to add new budget line items?

@evolvingmoney

8 ай бұрын

You can always add more categories! I highly recommend keeping it as simple as possible though. You may need to expand on what you mean by "line items" for me so I can make sure I answer your question correctly! (:

@MrMhowe86

8 ай бұрын

@@evolvingmoney So I’m a long time budgeter with EveryDollar but they stopped supporting SoFi to import transactions. In ED I had everything broken down… Under ‘Bills’ I didn’t lump all of my streaming services into one category, I had a specific line item for each individual streaming service with the exact amount for each budgeted. I prefer my budget to be really dissected, it’s always helped me.

Will this work in Canada?

@evolvingmoney

8 ай бұрын

Hey! It actually looks like they are in the process of making this app available to Canada, so coming soon!

link to your coaching and consultation

@evolvingmoney

5 ай бұрын

Thanks for asking! Link is in the description of the video and here for you: www.evolvingmoneycoaching.com/services

Here is the referral code for the extended free trial! www.monarchmoney.com/referral/24702u36kj

@InstructorWest

8 ай бұрын

Thank you! Add that last part of the link in your MORE section so that it's available to everyone. You have a great start to your channel. Consider doing a step-by-step tutorial on Monarch- a series where each video breaks down features and how to best utilize them. It's a prime moment to do this since Mint is disappearing and people are seeking options. And some of us benefit from very detailed, step-by-step instructions, from signing up for the first time to learning the desktop vs. the cell phone interfaces!

@joshcooper6134

7 ай бұрын

hey, you should pin this comment and put the link in the description. i had to search a couple of min to find it (wanted to give you your credit). make it easy for us to give you free stuff!

No no no I need hair cut every month lol If not I will look terrible.

@evolvingmoney

4 ай бұрын

Hahah definitely keep that haircut! (:

Wow...too much caffeine....

@lukeb5153

7 ай бұрын

What a powerful, insightful comment from no doubt an equally powerful, insightful person.

This is NOT a tutorial, it's a features advertisement. People do not know the definition of tutorial and it's super frustrating having to sit through somebody just listing all the features, which of course can be seen with a simple visit to the website. But a tutorial, you know, so we can learn how to start step by step? Yeah, not here, move on.

@evolvingmoney

5 ай бұрын

Hey there! This is a review of the app and definitely a surface level tutorial. For more in depth and step-by-step you are welcome to go through the other videos in the channel. Happy to take request for videos on any tutorials you would like. Thanks for your feedback!

Thank you. This was great and very informative. Many of us are looking for a Mint alternative. Question, will the linked transactions come in with any category type kinda like Mint? Unfortunately this has a fee but good results are not free. Maybe explain 🤔 why paying a small fee could save you a lot more if you are unable to track your finances.

@evolvingmoney

8 ай бұрын

Thank you! Glad you liked the video. To answer your question, linked transactions will be categorized in the best category that Monarch assumes the transaction is or the category that you set up as a Rule. For example, an Amazon purchase would get to the Shopping category and Mcdonalds would be Restaurants and Bars. You can set up Rules in monarch to have those transactions be recategorized to anything you want automatically and change Mcdonalds to a category called Work Lunches or something. Does that answer your question? A YEAR subscription from Monarch is sometimes less than the MONTHLY interest you could be paying on a credit card. If your budgeting app helps you reconsider $100 worth of purchases in the year, than it paid for itself, and if you use the app diligently it is normally much more than that. You have to be looking at your budgeting app regularly. Weekly at least. I tell my clients to either pick a day like Sunday afternoon to look through their spending or budget AND every time the buy food at restaurants. These triggers will help you save money by creating more awareness about your spending.

@mstrausz

8 ай бұрын

Thank you for the review. Does this give you the ability to run reports? I have rental properties, it looks like I can create categories for the income and expenses. Does it have the ability at Tax time to pull a report of all expenses by category?

@mlj_the_shield

8 ай бұрын

@@mstrausz There is reporting on screen, but nothing formatted to be "printer ready" if that's what you're asking. But yes, you can run reports on anything.

@evolvingmoney

8 ай бұрын

@@mstrausz As far as I am aware there really is only CSV reports to download. Nothing that would be really tax official or PDF ready that I am aware of...

Excellent video! We have investments and bank accounts in Canada and US. Is it possible to link them all in a single Monarch platform?

@evolvingmoney

7 ай бұрын

I know there are some limitation for Canadian banks but they are working on it to be released very soon!

As a mint intuit user, I've been able to split transactions for finer details. Does Monarch have that capability so I can re-categorize?

@evolvingmoney

4 ай бұрын

Yes, the split feature works very well in Monarch!