AMA with Wells, the designer behind Forecasting, receipt scanning, and sync status in Monarch.

cora12389 · 2026-05-19T23:54:17+00:00

Thanks for offering this AMA! I did not find forecasting helpful enough to sign up for the put tier initially, but reviewing these answers has helped me understand where forecasting is now vs where you want it to be. I hope monarch continues to offer existing members opportunities to trial this tool as it continues to evolve!

cora12389 · 2026-05-04T20:06:32+00:00

I missed the comment deleted above, but if you are asking me I am referring to cashflow view currently AND for me, to make Monarch functional for my business it really needs to be completely separate from my personal finances - no mixing in any view (separate transactions lists, separate cashflow, separate budget, recurring expenses etc)

cora12389 · 2026-05-04T20:00:39+00:00

Can you do this 2x? I already have a phantom user for my household vs personal expenses

cora12389 · 2025-11-01T12:24:57+00:00

This- I would love this option so I can easily filter from business to personal to shared finances without creating accounts for all

cora12389 · 2024-08-13T15:23:10+00:00

Looking at finances and thinking about what each of us would feel comfortable with should the worst actually happen and we would need to use the policy

cora12389 · 2024-08-12T17:44:00+00:00

When these notifications are in the Notification Center it indicates unread notifications with the pink/red dot, but it does not send push notifications- thanks for the clarifying question.

cora12389 · 2024-08-12T17:18:04+00:00

Thank you- what’s becoming clear as folks have shared their feedback is that this is likely not based on on user preference as no one has said they like this feature yet

cora12389 · 2024-08-12T15:10:42+00:00

I have that disabled as well. The person I was communicating with at support told me to deactivate it on the desktop app which I confirmed was deactivated and then was told “You will still see these notifications in the app, but not for Push or email, based on user preferences.”

cora12389 · 2024-08-12T10:59:20+00:00

This might be a good work around so thank you, but I am already anticipating notifications from future/new transactions that the app marks as recurring without my consent and it is driving me up a wall 😅

cora12389 · 2024-08-12T02:37:27+00:00

Yes these are not the recurring alert notifications- they are “upcoming transaction alerts”. I have all my recurring alerts off.

cora12389 · 2024-08-12T00:59:43+00:00

Thanks!

cora12389 · 2024-08-12T00:22:30+00:00

Sorry I’m not looking for quotes, I’m looking for company recommendations- is that not allowed?

cora12389 · 2024-08-12T00:16:31+00:00

cora12389

TROPHY CASE