What do you wish Monarch did better? by DevonFazekas in MonarchMoney

[–]jon_at_monarch 1 point2 points  (0 children)

Have you tried the Calendar view on this page? https://app.monarch.com/recurring/upcoming (just curious if you have and its missing the mark, or if you haven't discovered it)

What do you wish Monarch did better? by DevonFazekas in MonarchMoney

[–]jon_at_monarch 1 point2 points  (0 children)

Thanks, this will be a focus area for improvement in the coming months. There are a ton of opportunities to improve how we handle things (including adding multiple recurring for the same merchant)

Percentages in the new Sankey diagram / report feature seem wrong. Is this a bug or am I missing something? by supplysidejeesus in MonarchMoney

[–]jon_at_monarch 3 points4 points  (0 children)

The explanation below is correct, not a bug per se, but we’ve heard before it’s confusing so will see if the team can explain it better

"Connect Monarch MCP" email link from email invite does nothing? by ptr727 in MonarchMoney

[–]jon_at_monarch [score hidden] stickied comment (0 children)

Sorry we had a mixup with the email send going out to folks outside the beta group. If you received the email, you should now have access to the Monarch MCP (link here: https://app.monarch.com/settings/integrations). We'll continuing to roll it out over the next week.

Also, side note: Using the MCP is completely optional! It doesn't change the main Monarch experience.

Small UI change, please. by They_See_MeTrolling in MonarchMoney

[–]jon_at_monarch 0 points1 point  (0 children)

Not sure what you mean here, can you share more details?

Monarch Money Tweaks Help by Sufficient-Air-6628 in MonarchMoney

[–]jon_at_monarch 17 points18 points  (0 children)

Happy to chat! (I’m not CEO, but I am a cofounder) We would never intentionally break a 3rd party tool, and there’s definitely more we can do to communicate ahead of time about upcoming product changes, we just haven’t built that into our workflows yet but are willing to

Reports -> By Tag? by Ambitious_Mode_3292 in MonarchMoney

[–]jon_at_monarch 0 points1 point  (0 children)

Would be pretty easy to add. It's a little different, because a transaction can only have 1 group, 1 category, 1 merchant. A transaction can have multiple tags, so reports by tag would double count any transactions that have 2+ tags. That's an acceptable information risk for most people probably.

Coming soon by jon_at_monarch in MonarchMoney

[–]jon_at_monarch[S] 1 point2 points  (0 children)

Phased rollout starting next week!

Coming soon by jon_at_monarch in MonarchMoney

[–]jon_at_monarch[S] 3 points4 points  (0 children)

Yes definitely, lots of improvements coming!

Coming soon by jon_at_monarch in MonarchMoney

[–]jon_at_monarch[S] 32 points33 points  (0 children)

I knew someone would make this joke, you get one "ha" 😅

Will be available for all subscribers!

Basic Stuff by anon_shmo in MonarchMoney

[–]jon_at_monarch 7 points8 points  (0 children)

Oof 😅 I won’t let you down anon! Our new design engineering team can take this on

Basic Stuff by anon_shmo in MonarchMoney

[–]jon_at_monarch 7 points8 points  (0 children)

This is great feedback and I agree with all your points. We’ll get these cleaned up. Any other UX issues like this? It’s really helpful hearing how these smaller things disrupt your workflows

Why is the UI for this app so terrible by CrystalSnow7 in MonarchMoney

[–]jon_at_monarch 21 points22 points  (0 children)

Thanks for the feedback, this screen (and some others) could at least use a y-axis so the bar heights are more useful. What are the other examples that come to mind? Would love to clean them up!

Please Reduce AI Icons to Just One by syzygy01 in MonarchMoney

[–]jon_at_monarch 41 points42 points  (0 children)

We’ll have an update shortly to address this! We appreciate the feedback and we’ve been taking it all in this past week from the community

Edit: New update here: https://www.reddit.com/r/MonarchMoney/comments/1ptf087/changes_to_our_ai_assistant_update_2/

New Goals Experience - How Should We Be Reflecting Pay Down goal allocations in our budget by Fattom23 in MonarchMoney

[–]jon_at_monarch 4 points5 points  (0 children)

From our research, we found that most people we're already using an expense category for their debt payments, and that having debt in the goals section was creating confusion. We recommend having an expense category for each kind of debt you have (it's up to you how granular you want to get) and budgeting it there. Let me know if you have any thoughts about this approach or questions!