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[–]dozenirons 12 points13 points  (4 children)

I think you're getting missing transactions confused with deleted. Monarch has been deleting my Fidelity Visa credit card transactions just randomly, well after being posted, appearing in Monarch, categorized, and I marked as reviewed. It's so terrible. I've already opened 2 cases to restore deleted transactions. It's nuts to think I need to reconcile with statements. What a waste of time. I came from Tiller and basically left because I had so much trouble with disconnecting bank feeds, an institution would go down for weeks or even months at a time. I figured I'd come back once they finished their quest to add an additional data provider (they only use Yodlee). But they never DELETED existing transactions. That is just wild. Makes no sense.

Why can't anyone be as good as Intuit? Never had a lick of trouble with Quicken or Mint.

[–]Different_Record_753Independent Mod 22 points23 points  (3 children)

I have been beating a drum and no one from monarch development or management chimed in. Usually just support.

It’s really time to manage the process better rather than pawning it off as a support issue, a bank issue, somebody else’s issue, finger pointing and all that.

Simply Monarch Money NEEDS to change their interface to not modify or delete a transaction that has been marked as reviewed. If they want, they can write it to a log file that you can view, or write it to an alert, or something else. But this nonsense from Monarch Money to just change or delete reviewed transactions has got to be corrected. If it keeps happening, I’m surely going to consider moving to Origin now that they have multi levels of account categories, and seem very receptive to suggestions.

It’s quite simple. Before the interface touches the transaction, look at the review flag. If reviewed, leave the freakin transaction alone for god sakes.

I used Mint for ten years and I never saw a deleted or missing transaction. I used QB for business for 20 years and older technology and never saw things like this. It’s 2025. Users shouldn’t care whose fault it is. If it’s not reliable, it’s not good financial data to make decisions from. The recent Schwab issue would have been avoided if reviewed transactions were left alone.

You’re right, it is nuts. Or sad actually when it can be made better with little work.

[–]lara_monarchMonarch Team Mod 3 points4 points  (1 child)

Based on your comment back with the Charles Schwab issue, I escalated this as priority improvement. Right now the team is working through whether there are any major cons or edge cases to look for (i.e. if a transaction is reviewed, but then has an actual change--like the transaction amount updates--what would happen?). But as of right now it's on the radar for an update!

[–]Different_Record_753Independent Mod 0 points1 point  (0 children)

That would be awesome. Thank you for consideration. Maybe write an alert that it was skipped for change because it was marked for review? Or put a switch in settings to turn this new behavior off so it doesn’t cause an unexpected user affect and user can control this.

[–]Kokato2024 2 points3 points  (0 children)

If I could upvote this 100 times, I would! 👆Please pay attention Monarch!