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I 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
by Ozzie_osman 3y ago
I 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.