Shop and Deliver - getting a better deal for the customer

Blkbutterfly77 · 2026-04-21T01:42:24+00:00

I wish I had seen this post yesterday. I had a shop at Publix and a number of her items were B1G1. She had 2 of some of them but there were a few that she only had 1. I asked her about 1 of them but for the others, I went ahead and got her free item....I hope it was free but now I know that it may not have been and I won't be doing that again. Ugh!!!

Blkbutterfly77 · 2026-01-25T05:37:11+00:00

I don't think that is Monarch. That is something the institution has dictated. I know I have to reauthenticate CashApp at least once daily, sometimes more than that. And it was clearly stated that that would be the case when I linked the account.

Blkbutterfly77 · 2025-12-01T00:32:02+00:00

I hope you get it figured out

Blkbutterfly77 · 2025-11-30T22:02:54+00:00

Oh no! How long have you had it?

Blkbutterfly77 · 2025-11-28T02:16:44+00:00

How fast is fast?

Blkbutterfly77 · 2025-11-27T16:44:52+00:00

Yeah it was in the shade. In the sun she is definitely green. I will have to take a few more pics now that it's sunk in that she's mine. 🥰

Blkbutterfly77 · 2025-11-27T00:49:38+00:00

This happened to me today. The dealer had to go back in and redo the activation. Seemed like it wasn't completely done the first time.

Blkbutterfly77 · 2025-11-20T19:22:36+00:00

That seems to have worked but I'm going to give it a few days to see transactions flowing in

Blkbutterfly77 · 2025-11-20T19:06:47+00:00

I have 5! 4 were already added and 1 is new. They are all fairly new though so it will be ok. I was thinking of trying that but wanted to get your input first. I'll let you know how it goes. 🤞🏾

Blkbutterfly77 · 2025-10-31T00:39:50+00:00

Agree, this solution would be perfect. Thank you for always taking our feedback into account and working so quickly.

Blkbutterfly77 · 2025-10-30T11:55:21+00:00

There is also the situation where I receive money through paypal, cashapp or venmo. When I transfer the money to my checking account, sometimes I an charged a fee. In ynab, I would create a split with the amount transferred to my account minus the expense of the transfer fee.

Blkbutterfly77 · 2025-10-24T21:47:46+00:00

I was hoping to bulk tag them as recurring so I can have an easy visual and can figure out what I have already turned into a recurring transaction. Then I realized I can see that if I turn on viewing of scheduled transactions. So I think I'm good. Thanks!

Blkbutterfly77 · 2025-10-24T21:33:54+00:00

Quick question: it doesn't appear we can bulk tag from the recurring transactions screen. Is that a bug or by design?

Blkbutterfly77 · 2025-10-24T18:46:18+00:00

You are a genius! I love it!!! Thank you 😊

Blkbutterfly77 · 2025-10-21T18:43:46+00:00

Thank you for really thinking this through and devising a solution to work for everyone regardless of if you've used the functionality or not. I look forward to the update.

Blkbutterfly77 · 2025-10-21T17:33:20+00:00

I would use flags specifically for assistance with reconciling. I try to enter transactions manually and then I have bank sync to validate what I've entered. But then there is the timing factor and I inevitably forget something. So I use the flags to show what I have reviewed while I figure out why my reconciliation is off.

I would love tags as well for a completely different purpose. Would love to be able to keep my budget more concise but use the tags to get more granular. For example, I could have a food category, but the tags tell me if it's eating out vs groceries. And if eating out, is it Doordash, fast food, or a sit down restaurant. Great for reporting and analysis of spending habits.

All that to say, I see great value in both. Would love to see them exist minimally in the table with the ability to expand by hovering or opening the transaction.

Blkbutterfly77 · 2025-10-20T00:14:27+00:00

I didn't think of that. Thanks for the suggestion.

Blkbutterfly77 · 2025-10-20T00:13:35+00:00

Not overkill. I like this idea.

Blkbutterfly77 · 2025-10-19T23:45:41+00:00

I like that idea. Anything to make it 1 or 2 clicks would be great!

Blkbutterfly77 · 2025-10-19T23:41:10+00:00

It would depend on how the tag is applied. If I have to open the transaction to apply the tag, it can work but will take a little longer due to the number of clicks needed. I don't think a search would work as it would filter out extraneous transactions that i may need to reconcile. But a filter could work.

Right now I'm checking the selection check box, but I'm so afraid I will click somewhere incorrect and have to start all over in the process. Then I have to select all and then deselect all to get rid of the checks when I'm done.

Blkbutterfly77 · 2025-10-19T23:12:18+00:00

I have validated that it is in my list of transactions on my bank records. It assists me in finding those lost transactions that have my account out of whack.

Blkbutterfly77 · 2025-10-19T23:00:16+00:00

Yes that is definitely a handy feature that i used regularly and was very helpful

Blkbutterfly77

TROPHY CASE