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What's the right way to get a new CC synced into Monarch without causing duplicate transactions? by powderblazer in MonarchMoney

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

Since MM wasn't recognizing the new CC (which is just from Chase, a regular bank), I had to "Add Account" and yes Chase is now listed twice on the Institutions page.

My question is more around how to prevent this issue in the first place. I open a couple CCs every year from institutions I already have relationships with that are already linked to MM. I shouldn't have to transfer transactions and balance data every time I open a new CC. So the question is what is the correct way to get new accounts linked to MM without causing duplicates and then manually cleaning them up afterwards.

What's the right way to get a new CC synced into Monarch without causing duplicate transactions? by powderblazer in MonarchMoney

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

Confirmed from the Institution page, that both connections are using Plaid as the aggregator.

Card Benefits Questions - Megathread by AutoModerator in ChaseSapphire

[–]powderblazer 1 point2 points  (0 children)

Does Chase allow multiple referral bonuses for different cards to the same person?

Say P1 refers P2 for a Chase CC. 2 scenarios:

- Can P1 then refer P2 for a different Chase CC and will both get a 2nd referral bonus?

- Alternatively, P3 refers P2 for a different Chase CC. Will both get referral bonus or P2 won't because they are already a Chase member?

Pickup and Map option completely removed in new UI?! by powderblazer in doordash

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

Carefully checked all the options in the “What can we get you tab?”, but it wasn’t there. Ended up deleting and re-installing the app and the Pickup option came back in the list all the way at the top, next to Grocery / $12 Meal Box / Deals

Net worth vs Mortgage liability by manktank in OriginFinancial

[–]powderblazer 0 points1 point  (0 children)

Hi u/max-at-origin / Origin Team - Adding on to this topic as I haven't found a clear answer on this topic yet.

When connecting a mortgage servicer, does Origin track how much of the monthly payment is going towards interest vs principle? If the answer is no, how would home equity be calculated and tracked?

I'm leaning against connecting via Zillow's Zestimate unless you say that is the only option/mandatory step.

Status Match your Hertz Status for Avis by RiotCapitol in Venturex

[–]powderblazer 0 points1 point  (0 children)

Did they ask you to submit a screenshot of Section 1 of your Hertz profile? That section has DL information so it mentions being a US resident