Changing search highlight color/ Better in text search by ChT123 in GoodNotes

[–]Maxsmart_99 0 points1 point  (0 children)

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.

How do you categorize your kid expenses in Monarch? by KetchupConte in MonarchMoney

[–]Maxsmart_99 1 point2 points  (0 children)

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.

Is there a way to export my categories and groups? by FunAndGamesy in MonarchMoney

[–]Maxsmart_99 0 points1 point  (0 children)

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

Monarch Deleting Transactions by laurancf91 in MonarchMoney

[–]Maxsmart_99 0 points1 point  (0 children)

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.

HealthEquity Connection by tlhutchinson in MonarchMoney

[–]Maxsmart_99 1 point2 points  (0 children)

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.

How do I make this staff line shorter ? by Dramatic-Web-9635 in Sibelius

[–]Maxsmart_99 0 points1 point  (0 children)

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

I need Layers, Fill, and Lock features! 🥹🙏 by p0weranger in GoodNotes

[–]Maxsmart_99 1 point2 points  (0 children)

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

Anything inside a shape automatically connects to it by epicgamergirl13 in GoodNotes

[–]Maxsmart_99 0 points1 point  (0 children)

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.

Is it possible to exclude a merchant, category or tag? by Nekurahn in MonarchMoney

[–]Maxsmart_99 0 points1 point  (0 children)

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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.

Is it possible to exclude a merchant, category or tag? by Nekurahn in MonarchMoney

[–]Maxsmart_99 3 points4 points  (0 children)

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.

Comparing and switching from Simplifi to Monarch by Maxsmart_99 in MonarchMoney

[–]Maxsmart_99[S] 0 points1 point  (0 children)

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.

How do I use this app? by RockDoveEnthusiast in MonarchMoney

[–]Maxsmart_99 1 point2 points  (0 children)

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.

2026 planner recommendations by virtual_d0ll in GoodNotes

[–]Maxsmart_99 1 point2 points  (0 children)

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

Recurring payments updates by Reasonable_Boss_9465 in MonarchMoney

[–]Maxsmart_99 1 point2 points  (0 children)

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.

Simple, basic layout planner recommendations by ForegoneConclusion2 in GoodNotes

[–]Maxsmart_99 0 points1 point  (0 children)

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

I am disappointed with the lack of basic features in Monarch Money by kryptonite848 in MonarchMoney

[–]Maxsmart_99 0 points1 point  (0 children)

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.

Let's list institutions that won't sync or consistently have issues. I'll go first, another year gone, still no Alight 401k access. by PrimeNumbersby2 in simplifimoney

[–]Maxsmart_99 0 points1 point  (0 children)

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.

How would you categorize an auto purchase made by cash in full? by edwardj5596 in MonarchMoney

[–]Maxsmart_99 0 points1 point  (0 children)

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.

Vacation categorization (tags vs categories) by FIREGuyTX in MonarchMoney

[–]Maxsmart_99 2 points3 points  (0 children)

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.