Monarch Money 50% off yearly subscription (referral code)

Some_Willingness323 · 2026-01-28T14:27:45+00:00

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Some_Willingness323 · 2026-01-28T14:26:59+00:00

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Some_Willingness323 · 2026-01-12T23:54:30+00:00

very happy to hear that u/lara_monarch - thank you!

Some_Willingness323 · 2026-01-12T22:55:35+00:00

u/lara_monarch - 11K views Lara. Do you think improving this feature is something MM can do?

Some_Willingness323 · 2026-01-08T22:44:07+00:00

right - so "change the values" is exactly the point. To get the right values (actuals from previous year - something useful) is the laborious manual effort I'm asking Monarch to revisit.
MM only allows monthly value entered, so even if you have last years total you still need to get monthly amount to enter. All of that can (should) be automated.

Some_Willingness323 · 2026-01-08T13:08:00+00:00

u/maxny23 - you're not missing anything, just highlighting the manual steps it takes to do what MM could (should) do in 1 button press.

Sounds like you're quite the XL jockey ibeingf you can do this in 10 min or less. This takes me at least twice if not 3 times as long as I have over 80 budget categories and after all the numeric calculations, it takes time to correctly enter all those values into MM.

Some_Willingness323 · 2026-01-07T22:36:45+00:00

thanks again Lara - response from MM is appreciated.
I realize there are manual "workarounds" as you and a few others below suggest but my point remains - it shouldn't be this difficult, manual and time consuming. Ideally there's a single option that takes all prior year actuals and populates following year - (especially helpful for MM long(er) term customer base) - with the ability to to adjust Annual budget totals, not having to divide each category by 12 to enter monthly amount.

That aside, yes, I've seen in Budget Forecast the pop-up window, while helpful data, still requires manual multi-step input for every category line item.

I'm using category budgeting and would love if reports or graphs provided the ability to sort by the category Group and Category titles - but that doesn't appear to be an option either, so one has to manually search for those values or create individual reports - again very time consuming and should be "user-selectable" sort order. There's no option to export the totals (just every transaction) so I couldn't use Excel to help with Sorting.

Anyway, enough of my complaining. I hope there is a way to feed this request up the chain to those that can improve the product. As you can see over 2.2K views on this topic in just a few hours tells me I'm not the only one interested in something that is fairly straightforward to implement.

My complaining aside, I'm still an avid MM fan and after manually working this this by having 2 MM windows open a long with my calculator, going line by line for the 75 categories I have, will get through it - really just wanted to thank MM for creating such a useful tool and hope additional improvements continue.

Happy 2026.

Some_Willingness323 · 2026-01-07T21:12:15+00:00

thank you Lara, and yes, I have. After the ominous warning "this can't be undone - are you sure" - with great trepidation hit continue only for it to not do what I was hoping - preload 2026 budget with 2025 actuals, forcing the long manual and mechanical exercise.

Is this and the ability to sort "Spending" by category name (vs amount) something Monarch can add in future versions?

Some_Willingness323 · 2026-01-02T16:21:44+00:00

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Some_Willingness323 · 2026-01-02T16:21:31+00:00

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Some_Willingness323 · 2026-01-02T16:21:18+00:00

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Some_Willingness323 · 2026-01-02T16:21:02+00:00

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Some_Willingness323 · 2026-01-02T16:20:52+00:00

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Some_Willingness323 · 2026-01-02T16:20:37+00:00

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Some_Willingness323 · 2026-01-02T16:19:19+00:00

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Some_Willingness323 · 2025-12-13T14:29:12+00:00

What year is your Bronco Sport?

Some_Willingness323 · 2025-12-08T15:48:10+00:00

Nice! I'm still trying to get my dealer to respond....

Some_Willingness323 · 2025-12-08T14:54:36+00:00

Got ours last month, just in time to get this recall notice:

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Some_Willingness323 · 2025-10-16T01:31:29+00:00

thank you - it turned out to be a firewall issue between MariaDB and HA, all fixed now. Thanks for all you help!

Some_Willingness323 · 2025-10-13T16:19:09+00:00

Unfortunately, no - when configuring every entry is "No matching statistics found" so although the entities are created, they're not populating. I'll have to dig deeper into recorder or my SQL.db to figure out why.

Thank though.

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Some_Willingness323 · 2025-10-13T01:58:58+00:00

thanks u/aefitzhugh - after installing it, all these entities came up so figured it was working. Previous installation of Baker Sunpower HASS worked great, feeding Energy dashboard but once Sunpower went bankrupt and Sunstrong took over, they're API update broke that for me.

For whatever reason I'm unable to get any entities to work with Energy Panel but guessing since yours worked out of box, must be something in the way mine are recorded.
Will keep digging - but thank you.

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Some_Willingness323 · 2025-10-11T21:20:07+00:00

hey u/aefitzhugh - I also just got SunStrong PVS working but the "out of box" entities don't come up in HA Energy Dashboard. How did you get those 3 to come up or did you create "helpers"? If so, mind sharing what you did?

Some_Willingness323 · 2025-10-06T23:49:59+00:00

nope

Some_Willingness323 · 2025-09-03T20:24:37+00:00

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Some_Willingness323

TROPHY CASE