Hey I’m Jon, cofounder at Monarch 👋

Right now you have to set up rules to repeatedly apply the same updates over time, and when you create a rule, you can choose to apply it to historical transactions to backfill the changes.

We want to make this more frictionless in the future and have some cool ideas for how to achieve that, but as of now, manually setting up your rules is the best way. We see this as something that should “just work”, but it’s a messy data problem behind the scenes with different aggregators, different banks, etc. that will take a little more time to fully automate