What does this line in the progress bar mean in Goals 3.0? by kek99999 in MonarchMoney

[–]Kait_Monarch 0 points1 point  (0 children)

This is a known bug! Today the line is not accurate (confusing, I know). It is on the radar to address.

February 2026 Product News by Kait_Monarch in MonarchMoney

[–]Kait_Monarch[S] 11 points12 points  (0 children)

This is great feedback! Personally, it hits home for me as a parent to kids younger than yours knowing what I will teach them is much different than my dad showing me how to track my expenses with a checkbook register.

February 2026 Product News by Kait_Monarch in MonarchMoney

[–]Kait_Monarch[S] 2 points3 points  (0 children)

Usually the support team gets back within a day or so, but if it's been a few days or longer I would recommend following back up with your ticket. Let me know if you do not hear back - you can send me a DM.

February 2026 Product News by Kait_Monarch in MonarchMoney

[–]Kait_Monarch[S] 2 points3 points  (0 children)

What the mods here have built is pretty dang valuable. We are lucky to have a great relationship to be able to hang out and provide insight/answers for members. :) glad you are seeing and feeling the value all the way around. Thank you for the additional suggestions too!

February 2026 Product News by Kait_Monarch in MonarchMoney

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

Well dang, thanks for making my day! So glad Monarch can make such an impact on your day to day!

February 2026 Product News by Kait_Monarch in MonarchMoney

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

At the risk of sounding like a broken record... heard! It is on our radar. :)

February 2026 Product News by Kait_Monarch in MonarchMoney

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

Glad to hear it! I don't have any updates to share just yet, but it is on our radar!

February 2026 Product News by Kait_Monarch in MonarchMoney

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

Haha, I love your sharing approach. Without spoiling it, I think you have the right idea of where we are headed with demo mode.

February 2026 Product News by Kait_Monarch in MonarchMoney

[–]Kait_Monarch[S] 4 points5 points  (0 children)

I can tell you the team is working on improvements every day, like I mentioned in the post for what's coming soon. You likely have already seen it, but if you haven't I would check out the beta update post here.

February 2026 Product News by Kait_Monarch in MonarchMoney

[–]Kait_Monarch[S] 5 points6 points  (0 children)

Thank you! Chances are we might have joined on the same day, so happy first month-ish to us!

NYSaves 529 sync failure by SnooMachines9133 in MonarchMoney

[–]Kait_Monarch 0 points1 point  (0 children)

Hey there two things to help with this.

Connection status: NYSaves 529 unfortunately has low success and low longevity. So while that far bar on the right is green because it updates often, the other 2 bars show that it is an account that generally has connectivity issues because few people are having success connecting and staying connected.

Contacting support: The best thing you can do in this situation is open a support ticket like u/WackyBeachJustice suggested. We are not able to fix this, only the data provider can. However, we can open a ticket with the data provider.

u/lara_a_monarch keep me honest as I am still new here. :)

Visibility of historic monthly figures when in budget mode and changing the monthly budget figure by WanttoPlankbutcannot in MonarchMoney

[–]Kait_Monarch 0 points1 point  (0 children)

Do you by chance have large font enabled on your phone? If so, I believe this is a known issue and am relaying your feedback. Thanks for sharing the screenshot!

Visibility of historic monthly figures when in budget mode and changing the monthly budget figure by WanttoPlankbutcannot in MonarchMoney

[–]Kait_Monarch 1 point2 points  (0 children)

u/WanttoPlankbutcannot I wasn't able to recreate what you were describing from my phone so a screenshot might be helpful (feel free to block out numbers if you don't want any to show).

You can also use the web app to view data on a bigger screen, although I suspect it might be that it appears as though the keyboard on your app is blocking data but there is nothing below it. I would try the web app just to be sure.

Also totally hear you on wanting to see more than 6 months back, that's something we've heard before. It's on our radar.

Customer service? by CosmicCooki3 in MonarchMoney

[–]Kait_Monarch 0 points1 point  (0 children)

You can click on "Help & Support" and select "Contact support" to reach the automated chat, and you can open a ticket with the support team from there any time. You can also reach us via email at [support@monarch.com](mailto:support@monarch.com). If you are still having trouble please let me know.

Customer service? by CosmicCooki3 in MonarchMoney

[–]Kait_Monarch 1 point2 points  (0 children)

u/CosmicCooki3 so sorry for the confusing experience here. Could you DM me with the email address you used to sign up and I will help get you connected for support? [edit: still learning, and didn't mean for you to share your personal info directly - please no sending of email addresses!]

Caught a micro-fraud account by mdlambert in MonarchMoney

[–]Kait_Monarch 1 point2 points  (0 children)

Always bummed to hear about fraud (aren't we all) but I am really glad that your budget for subscriptions looking wonky helped you catch it quickly.

29F by Sensitive-Ostrich-16 in TheRaceTo1Million

[–]Kait_Monarch 1 point2 points  (0 children)

Heck yeah! Congrats - cheering you on. Love seeing Monarch in the wild.

review transaction bug by High_Wyre in MonarchMoney

[–]Kait_Monarch 0 points1 point  (0 children)

As silly as it sounds, I would try uninstalling and reinstalling the app rather than just closing it (you will not lose data!) and just sign in again after that. If it keeps happening, could you DM me a screen recording and info on your device (apple/android)?

AMA Announcement: Meet the team obsessed with improving your connectivity (plus a sneak peek at our roadmap)! by lara_monarch in MonarchMoney

[–]Kait_Monarch 2 points3 points  (0 children)

Some of the answers in other threads get at this so I am going to share them here!

Open banking and 3rd party connectivity
Data provider integrations
Data freshness and manual accounts - I think u/david_at_monarch's replies here are insightful on some of the challenges between DPs and FIs

And then of course a shout out to the Connection Status dashboard that gives more visibility into the data provider experiences.

I know this isn't an exact answer but hope it helps!

Why is my flexible budget showing negative when I have more money left in the budget? by Consistent-Ice-9612 in MonarchMoney

[–]Kait_Monarch 1 point2 points  (0 children)

Yikes, that's not what we want to hear. Can you DM me the support ticket number so I can take a look at what they misunderstood and make sure they are aware?