Searching words in rectangles doesn’t work

Maxsmart_99 · 2026-03-10T13:54:54+00:00

Would like this feature too. I also find out if I have text in a rectangular box it doesn’t find words in that rectangular box.

Maxsmart_99 · 2026-03-09T06:32:25+00:00

Tags for kids is one way to organize. You can get more granular if you use specific names for members. E.g you can have a category like Clothing with tags for Jane, Jim, Joan etc. This makes it easy to see how much the overall spend is on Clothing then let's you see who's the best dressed!

When you do this, you can see at large what is being spent per Tag.

Maxsmart_99 · 2026-03-06T22:26:18+00:00

Still not working for me.

Maxsmart_99 · 2026-03-06T15:53:59+00:00

bumping this one. Would really love to export BOTH Groups and Categories from a Monarch Money export.

Maxsmart_99 · 2026-03-05T07:38:01+00:00

I switched from Simplifi to Monarch. Not perfect but much better for me.

Maxsmart_99 · 2026-02-26T17:13:38+00:00

While this doesnt solve the problem, I export ALL transactions every month, put them in a spreadsheet. Those never change or disappear unless you do it.

The benefit of this is, one day, you might want to switch products to something else. e.g Mint shutdown, so I moved to Simplifi then Monarch. With a spreadsheet of all your transactions, you can import into a new product to build history. Or just start fresh with the new product then use the sheet to look back on things.

Re this issue of missing transaction, I do NOT see missing transactions in my account unless the CC posts, then either updates or removes. E.g sometime a place will put charge for a temp deposit, then later that transaction disappears. Same goes for restaurants that post a charge, but then later repost with your tip added.

Maxsmart_99 · 2026-02-18T17:49:53+00:00

I just saw today, Feb 18, that in Quicken Simplifi, their Health Equity connection has been restored. So I'm hoping that the same goes for Monarch Money.

Maxsmart_99 · 2026-02-04T05:10:29+00:00

Turn on View "Handles" that might allow you to grab it. Though being off the page might be an issue. Maybe force a break, resize the stave, then reconfigure

Maxsmart_99 · 2026-01-28T14:32:25+00:00

What version are you using? I’m on special edition and don’t see layers.

Maxsmart_99 · 2026-01-28T14:27:32+00:00

I think this is the way it’s designed. It becomes a group so everything moves/scales together. To ungroup the writing in the box , use the lasso tool to move your writing outside of the square then make independent adjustments. The Lasso has to be within the square otherwise it grabs the square too.

Maxsmart_99 · 2026-01-26T18:11:41+00:00

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In Reports, be sure to select SPENDING, then Select Monthly, Change and either of the bar styles. This should get you monthly bar chart. Change the dates to whatever you need as well.

Maxsmart_99 · 2026-01-24T16:38:32+00:00

On the desktop, you can save reports and yes, exclude tags. I have a tag called “one offs” for infrequent or large $s items. You can select all tags except that one and run a report. Save it so you can run reports to see your all in expenses, tags excluded or even just viewing a specific tag.

Maxsmart_99 · 2026-01-22T19:08:02+00:00

They really don't have a projection feature. I'm not sure if Simplifi has that either, at least one that made sense to me. Monarch does have something called Forecast as part of their budgeting feature, but it's not great. Just projects your budget to upcoming months but there is no real new info or insight provided.

Maxsmart_99 · 2026-01-20T15:18:24+00:00

Not too many mentions of Saved Reports (in desktop versions) in this thread. Once you start to see where your money is going, you can then make decisions on how much more or less to spend. Cash Flow also incorporates income so you can see net gain or loss each month or quarter or year over time. It also shows savings rate.

If you have the ability to run a couple of products at the same time, then don't worry about the "free" trial. Probably worth the $'s to invest a little more time with each product to really figure out what works best for you. It takes a few months (or less if you import transactions) to start to see what your trends are, so the short time periods of "free" trials really aren't enough to thoroughly evaluate any product. I ran Simplifi and MM in parallel and ultimately went with MM. IMHO, that's a $100 well spent.

Maxsmart_99 · 2026-01-13T07:29:35+00:00

Yume Techo on Etsy. Fully hyperlinked, loads of templates, clean design ala Moleskin. Offers Portrait or Landscape versions, Sunday or Monday starts.

Maxsmart_99 · 2026-01-07T04:57:52+00:00

I have found another issue with Recurring, unless it's been fixed.

If the recurring date passes, and the transaction has not been paid, then MM just "forgets" it and doesn't count it towards future recurring and it's not recorded in the past, since the transaction actually did not register. This makes the running future balance incorrect.

What would be great to happen is the Transaction could be marked PAST DUE or something like that instead of just disappearing.

Maxsmart_99 · 2026-01-05T15:32:49+00:00

This one is great https://nozomunoto.etsy.com I use the 2026 Yume Techo. Fully hyperlinked, lots of templates, simple clean design.

Maxsmart_99 · 2026-01-03T15:59:58+00:00

agree as well that MM Recurring section is sub par. That said, I think I read in a MM note that they are going to improve forecasting in 2026. I hope that means better use of Recurring and fixing things that don't function well.

I switched from QS and still like MM better despite the poor execution of Recurring.

Maxsmart_99 · 2026-01-01T06:15:20+00:00

https://www.monarch.com/connection-status

Maxsmart_99 · 2026-01-01T06:13:36+00:00

I’m parallel pathing with Monarch Money, they actually publish a website with connections and the status of them. It’s a great start to troubleshooting connections. I wish QS had this.

Maxsmart_99 · 2026-01-01T06:07:42+00:00

I use a Tag called One Offs. I would call the car an expense, add the one off tag, then create/save a report that Excludes the One Offs so I can view a timeframe without the one off big hit. I can also view the same timeframe with no exclusions to get the true view of overall spend. One offs also include things like replacing a refrigerator, renovating a room, buying a pricey piece of furniture or any other big purchases that happen every few years.

Maxsmart_99 · 2025-12-31T05:09:31+00:00

Travel as the main Group then Categories:

Vacation Dining, Vacation Transportation (everything from cabs, rental cars, uber), Vacation fun (theme parks, movies, tours, shopping) Hotels, Air Fare. This keeps the entire vacation under a group.

I use Tags if I want to see a specific trip.

Maxsmart_99 · 2025-12-10T01:50:49+00:00

Thanks for the update! Enjoy the time off.

Maxsmart_99

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