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Definitely going to check this out. Does Monarch have rule based categorization, so we can set certain transactions to always fall under a category based on wha
by true_religion 3y ago
Definitely going to check this out. Does Monarch have rule based categorization, so we can set certain transactions to always fall under a category based on what is in the description?
Mint partially supported this but QuickBooks did it better.
- Ozzie_osman 3y agoI think I can confidently say we have the best transaction rule system out there. You can set rules to rename, recategorize, add notes, require review, mark as reviewed, etc, based on name, amount, category, account, etc. It's one of our most cited features. https://help.monarchmoney.com/hc/en-us/articles/360048393372-Transaction-rules https://help.monarchmoney.com/hc/en-us/articles/360048393372...
- true_religion 3y agoThanks that seems great. If I had known about Monarch, I’d have switched earlier. I had always hoped Intuit planned on adding Quickbooks features into Mint, but they never did.