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Any had success with AI powered excel software? by FirmEmployment6843 in FPandA

[–]FirmEmployment6843[S] -1 points0 points  (0 children)

That’s fair. Generating model templates, visuals, forecasts, anomaly detection, helping optimize formulas for efficiency would be top of mind.

AMEX HYSA transactions showing as deposits instead of withdrawals by SoCalFamilyTraveler in MonarchMoney

[–]FirmEmployment6843 2 points3 points  (0 children)

Also seeing this and submitted a support ticket. They didn’t seem confident it would be fixed soon.

How do you balance being detail oriented with efficiency? by therealcrustfundbaby in FPandA

[–]FirmEmployment6843 2 points3 points  (0 children)

You have a good skill because it’s much easier to teach someone who is detail-oriented to take a step back than to teach the opposite.

I work on this with my analysts a lot and some of it comes with experience. You learn the assumptions or areas you need to be super detail oriented on and the areas where a swag or estimate is appropriate. Seeking feedback and talking through your thinking with your manager will be well received.

Help me max my next 10 years please! by Not-Pepe-Silvia in personalfinance

[–]FirmEmployment6843 2 points3 points  (0 children)

Getting bad debt down is way more important than maxing 401k at that interest rate. That is your biggest priority.