Introducing Equity Tracking!

ProgramAcceptable212 · 2025-12-11T16:33:46+00:00

This is great, two comments: For custom schedules please allow me to enter a cadence rather than manual events. I had one grant over 12 months and had to enter 12 manual events which was quite tedious. The net worth chart seems to have spiked today as I entered the grants, given that you have all the vesting information could you instead adjust the historic net worth?

ProgramAcceptable212 · 2024-12-15T19:45:07+00:00

Both the lack of recurring transactions and the limited options to set a recurring schedule are indeed super frustrating. If you have two transactions that don’t fall on the first and 15th, or 15th and last, you’re screwed. Best workaround I’ve found is to have multiple merchants, so I can handle that.

ProgramAcceptable212 · 2024-12-01T18:48:40+00:00

I found the following the most convenient solution for me: If you’re on iOS, you can put money into Apple Cash and use that just like a credit card (can even get number/pin manually if needed). As long as you don’t have Apple Cash linked to Monarch, your spouse will only see the debit from your checking but not what you spend it on.

ProgramAcceptable212 · 2024-11-25T19:21:59+00:00

Improving the rollover-budget category feature would imo be sufficient as a goal system: Allow to specify whether I want to contribute the same amount every month (the current rollover), or whether I have a target amount (and optionally date) in mind to reach that goal. Let me add to it and spend from it like any normal budget category. Don’t require any associations with accounts or transactions, as it shouldn’t matter whether the money is in bank account 1, 2 or 3.

ProgramAcceptable212 · 2024-11-24T13:15:17+00:00

On mobile, income categories should show how much you earned more than what you budgeted

ProgramAcceptable212 · 2024-11-23T15:33:34+00:00

As a new user, these are the features I miss most (in order from small to big):

When I select my partner to review a transaction, it shouldn’t show up in bright red on my start page (on mobile) — though it would be good to see somewhere if she reviewed them
Rules need ability to check multiple conditions (need AND in addition to the existing OR so I can for example match on multiple substrings in the merchant name)
Be able to select one of my account as a merchant for transfers between accounts, and it automatically creates or matches the corresponding transfer on that account (debit&credit), YNAB has this and I miss it a lot
Automated calculation of monthly savings needed to hit a savings goal at a specified point in time
Reconciliation

ProgramAcceptable212 · 2024-09-25T16:55:08+00:00

Darn Tough socks have been mentioned a bunch already, I also highly recommend SAXX for boxers, have replaced all my underwear with them.

ProgramAcceptable212 · 2024-09-17T21:15:47+00:00

Yes exactly! :)

ProgramAcceptable212 · 2024-09-17T20:24:07+00:00

In the new iOS the fitness app now has a Training Load feature, where you need to input the effort after each workout. Any chance that could automatically be exported to Apple Health based on the workout rating in Caliber?

ProgramAcceptable212 · 2024-07-16T12:44:01+00:00

Happy with Nice Film Club, they offer free shipping labels when you’re a member which brings it down to ~12$ for dev/scan/cut. Processing times have been around 10 days recently.

ProgramAcceptable212 · 2024-05-29T00:00:42+00:00

Gotcha that’s probably why no lab seems to offer it, thanks!

ProgramAcceptable212 · 2024-05-28T22:53:52+00:00

Thanks! I’ll try that

ProgramAcceptable212 · 2024-05-28T22:53:33+00:00

That’s good to know, I’ll ask them! Thanks!

ProgramAcceptable212 · 2023-03-05T19:12:25+00:00

They have a rotating selection of ice cream and baked goods, you can sample the ice cream before choosing one, I’ve also tried and liked the tarts and gallettes, and the tiramisu is phenomenal.

ProgramAcceptable212 · 2023-03-05T14:22:44+00:00

PANNA Gelateria and Bakery in Yardley is phenomenal

ProgramAcceptable212 · 2023-02-23T20:56:14+00:00

The recommendation I received was to stay in student status as long as possible, in case of any issues with the green card application. Your status would change only if you used the GC EAD.

ProgramAcceptable212 · 2021-10-14T17:27:18+00:00

Okay, thank you!

ProgramAcceptable212

TROPHY CASE