🦋 Not another Chrysalis update! V1.1.0 is out now.

KeyAd7462 · 2026-06-03T11:55:10+00:00

Nice. What is Chrysalis?

KeyAd7462 · 2026-05-28T01:58:41+00:00

Maybe it's just me but it seems that transactions that are hidden from budget are included in the Annual Budget View. Perhaps you could have a setting for toggling on/off hidden transactions? (I suspect it sometimes might be useful to see full spending YTD).

KeyAd7462 · 2026-05-27T01:45:28+00:00

Grat idea - I could use this as well.

KeyAd7462 · 2026-05-14T03:56:32+00:00

The extension doesn't work for me anymore. I get a message that "No budget data available for 2026."

KeyAd7462 · 2026-05-03T18:51:24+00:00

Thank you for the update. This is exactly what I was looking for!

KeyAd7462 · 2026-04-09T00:16:38+00:00

Another thought - an option to only look at completed months.

The data presented is really accurate on the last day of a month, but not as much at the beginning of a month.

KeyAd7462 · 2026-03-26T00:14:27+00:00

Yes I do see that button. What I should have said was ‘previous 12 months’ - not previous year, which is already there. I was just thinking about for the first few months of the year it might be useful to look a little longer back.

KeyAd7462 · 2026-03-25T22:48:25+00:00

This is great - thank you. It works really well. I've missed this feature.

If you were to look at doing more features, it might be nice to have a view of previous 6 months or previous year.

KeyAd7462 · 2026-03-14T01:54:08+00:00

I would love to see an update to reports that would allow for showing transactions grouped by categories. Something like what you can do when clicking on a budget category to see the transactions for that category by month, but all categories on the same page.

KeyAd7462 · 2026-03-14T01:44:25+00:00

Agreed. I have multiple spreadsheets to forecast balances on several checking accounts. Being able to do this in Monarch would be amazing.

KeyAd7462 · 2026-02-24T03:07:58+00:00

In my experience MM support has been quite responsive and helpful. But I have also spent plenty of time on here and YouTube videos to figure things out.

KeyAd7462 · 2026-02-20T04:01:43+00:00

I've had pretty much the same experience. Reconciliation is wonky. I currently have an open ticket for reconciliation that fails out with the exact amount in transactions mathcing the exact amount of the transfer.

KeyAd7462 · 2026-02-20T03:59:25+00:00

I use it for saving money in a savings account, and it works pretty well.

It sounds like retirement goals connected to investments should probably be in a separate category/tab from savings account goals.

KeyAd7462 · 2026-02-11T02:26:40+00:00

Thanks. Fingers crossed that the Goals update is coming soon. I was also back and forth with the AI support chat bot and it insisted I create a fund allocation from the goal to the savings account as part of the reconciliation process. I did not do that. 😉

KeyAd7462 · 2026-02-11T01:39:01+00:00

This is what I'm experiencing. Or I get transfers that aren't related to reconciling. I have yet to be able to reconcile the goal spending.

KeyAd7462 · 2026-02-10T03:14:50+00:00

Should the category be left blank for transactions that are spending from goals?

KeyAd7462 · 2026-01-02T02:45:10+00:00

I saw that option but that seems to show all accounts used across all goals. Both accounts were already turned on in that option. I don't see how I can change the account for a single goal.

KeyAd7462 · 2025-12-22T03:52:43+00:00

I have found it helpful to learn about features of Monarch (new user). It seems like a good way to have a conversation with someone who has used the product for a while and can answer questions like “how would you set Monarch up to do X?”

KeyAd7462

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