I’ve been using this for a few months now and I absolutely love it. The rules feature is one of the most powerful I’ve ever seen. I can finally have a method to managing my money that appeases my OCD. :) If anyone is looking for an extended trial, happy to share my referral link. https://www.monarchmoney.com/referral/0gkt5ho44j

Hi Chris, could you tell me more abou this rules feature? Monarch isn't available in my country so I can't even start a trial

Absolutely! So most tools like this try to auto categorize things, like the type of transaction, or even give transactions a more user friendly name. eg. Instead of showing like “McDonal—Stor235—NY” or “EtsyMktplaceHavwiwblahblah” they try to just show “McDonalds” or “Etsy”. Whenever these apps get it wrong though, you can override it with the correct name, or category or whatever. Some apps I’ve seen let you set up rules to remember your changes about transactions so future ones adjust automatically. But Monarch goes way beyond what I’ve seen in other apps. It’s almost like the sorta advanced filter rules I’ve seen in Gmail. I can auto clean up names on specific transactions (easy) and categories (easy) but I can also add specific tags to specific transactions, or treat/label different amounts (positive or negative) differently. Or I could set up rules like “mark anything higher than $50 as needing a review”. It’s just a more granular level of control that I find pretty powerful. :)

Awesome, thanks for the explanation 😃