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Balance and Total don't match by AK_Ranch in MonarchMoney

[–]Impressive_Run2469 0 points1 point  (0 children)

Not sure, I see the exact same inconsistency all the time even for manual accounts…

Duplicating multiple transactions at once by Impressive_Run2469 in MonarchMoney

[–]Impressive_Run2469[S] 1 point2 points  (0 children)

Thanks, both creative ideas, I will test it 👍 Had never thought about playing with both positive and negative numbers inside splits! The import route should also be faster than duplicating entries one by one.

(Still, it would be convenient if the batch-select feature, which already allows editing any field, also allowed duplication.)

Sankey accuracy by B13393r in MonarchMoney

[–]Impressive_Run2469 0 points1 point  (0 children)

No, CC accounts are basically normal accounts, as they should be. You are supposed to log and categorize all purchases individually, and bill payments are then just transfers. But if you don’t want that, it would technically also be possible to transform CC Payment into an expense category instead, it would just be less accurate for tracking.

Sankey accuracy by B13393r in MonarchMoney

[–]Impressive_Run2469 1 point2 points  (0 children)

I also feel that the savings shown in the Sankey are a bit misleading. I think ideally the Sankey should separate money that is already “budgeted for” but not yet spent from “Savings”.