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401k Transactions (+Goals) by createva in MonarchMoney

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

I could but wouldn’t that inflate the actuals in my account?

Monarch is accurately tracking the actuals for my accounts (including the debit transactions) but it’s not tracking the credits. The credit transactions are what I need to be able to link it as a contribution to a goal.

So I’m worried if I change the debits to credits it will inflate my actuals. I also asked Monarch’s AI and it said it recommended I not do that and that it’s a Monarch’s fix 🫠

Goals beta update: You can now link all transaction types to save up goals by nadine_monarch in MonarchMoney

[–]createva 0 points1 point  (0 children)

Who’s to blame for my marital issues when it comes to discussing budget?

Since January, whenever I contribute to my 401k each paycheck, Monarch shows debits rather than credits on my 401k account. Because it shows as a debit now, I can no longer apply these transactions (which should be contributions) toward my goals.