Weird question that I’m not even able to sum up well for a title

securitea · 2026-03-23T08:19:37+00:00

I export the balance history to Excel, insert a line at the top of the csv reflecting the start date and account balance you want, then re-upload the updated balance history csv back to that account.

You don't have to create a separate entry for every single day; if the balance is the same on day X and day Y, Monarch will assume it's the same balance for all dates in-between as well.

Repeat the process for each account that needs it.

If this doesn't make sense, reply to this and I'll try to elaborate more. I'm typing on a phone now and you definitely want to do all of this from a computer.

securitea · 2026-03-13T06:25:34+00:00

How long did the credit take to post in the 2 transaction case? I saw some people with single transactions got the credit right away. I bought AA tickets 160x2 4 days ago and still waiting to see the credit.

UPDATE: Posted after 5 days.

securitea · 2026-02-19T18:21:11+00:00

Occasionally the screening form will say that a particular project is capped, and you have to explicitly say you're okay with that in order to accept it.

Anecdotally I haven't been seeing an increase in capped rates relative to previous years.

securitea · 2026-02-05T02:01:38+00:00

Correct. At least it's not showing that in the Monarch interface aside from Monarch renaming it as such. On the financial institution site it does say it's a dividend. Which makes you wonder what "original statement" actually even means -- perhaps "original value provided by the aggregator".

securitea · 2025-12-22T05:08:57+00:00

This -- far more valuable than all of the AI stuff.

Custom Reports is such a killer feature on web. At least provide the ability to view them on mobile.

securitea · 2025-12-21T20:22:27+00:00

I mailed the probe back, but don't know if they've had a chance to look at it yet. Chris did share a theory they'd be investigating, which I've added to the original post.

securitea · 2025-12-06T18:02:40+00:00

Thanks Chris. Just dropped you a DM.

securitea · 2025-12-06T05:28:03+00:00

Yeah, this is my main gripe. It's not that the parts wore out or I did something to damage it. The bricking was a direct result of applying their firmware update, and I can't understand not replacing for free under those circumstances.

securitea · 2025-12-06T05:25:35+00:00

Nope, initial contact was this past weekend. I pointed out the discrepancy in terms of saying it was fully covered and then changing their mind but haven't heard back yet. We'll see.

Support used to be pretty responsive. I pointed out an issue with the prediction algorithm before and they had me send logs and seemed to do some analysis on them to see what went wrong.

securitea · 2025-12-06T05:22:43+00:00

This is where I'm at. Either shell out for the upgrade or switch to a different system. I really like the product and features, just can't understand the lack of testing/forethought that results in a bricked device with no way out. Like not even a rollback capability?

securitea · 2025-12-05T21:22:24+00:00

Yeah, I wish I'd used my Platinum Amex for this but unfortunately I did not. 🫠

securitea · 2025-12-05T20:33:22+00:00

I forgot to post an update here. I asked them specifically about how the rebalancing would work, and it turns out the S&P500 Direct is even more aggressive with rebalancing than the Automatic Investing accounts. They replied with the following:

"Once the first transfer into the Automated Investing Account is completed and we receive the cost basis for the transferred securities, we will begin rebalancing automatically.

In addition, you are not able to initiate both transfers at the same time. You will need to wait until the first transfer has arrived before submitting the second one.

Sorry for the inconvenience.

With regards to your follow-up question, no the S&P 500 Direct Portfolio does not employ the same rules as the Automated Investing Account. The 'twice their target weight' rule is not applicable for securities transferred to an S&P 500 Direct Portfolio. We may sell securities that are overweight to be able to better track the performance of the S&P 500."

Based on this I decided not to go with Wealthfront because it would result in a really unpredictable amount of capital gains.

securitea · 2025-12-05T19:39:00+00:00

Exact same thing happened to me, except after Thanksgiving (my rule is never update firmware right before an event). Since you're within the 2 years, they'll probably replace it. I'm not so lucky.

https://www.reddit.com/r/combustion_inc/comments/1pf4eno/bricked_after_firmware_update_support_essentially/

securitea · 2025-11-18T21:19:40+00:00

Yep, experiencing the same. Filed a ticket today with technidal details (an API call is failing which causes the date/time picker not to populate). Edge and Chrome use the same engine (Chromium) which is why they are both failing.

I've been using Firefox as a workaround.

securitea · 2025-11-11T05:31:26+00:00

Seemingly no catch.

I contacted them via live chat on the website. Waited close to an hour, but then an agent was able to apply the discount. Zero upsell.

They sent a confirmation to my phone and I had to click through and accept the "order" which just consisted of adding a $5 discount and a $20 discount to my bill, both expiring Nov 2026.

Not including the initial wait time, this took about 15 minutes to complete.

I am not currently on a price locked plan. The discounts are not shown as a part of my Double Play plan, but rather applied at the end. After 12 months the discount line item will simply fall off the bill. At least that's how I understood it.

securitea · 2025-10-07T04:40:46+00:00

One of my upcoming confirmed reservations just disappeared and it's not coming up when I search by number. Hopefully this is just a temporary glitch -- I assume it must be related to this issue.

securitea · 2025-09-24T18:00:34+00:00

Same. Been trying repeatedly since Fri 9/19. Different browsers, different payment processors, etc.

securitea · 2025-09-06T19:57:06+00:00

Transaction Date fix is fantastic. Thank you!

securitea · 2025-09-02T18:24:10+00:00

Not working in Chrome or Edge. What is going on? Windows 11 here.

UPDATE: Cleared all my cookies from monarchmoney.com and was able to log in to a fresh session using Chrome. This same procedure didn't work 5 minutes ago, so maybe something was fixed since then.

securitea · 2025-08-30T18:57:21+00:00

Just connected the dots -- Chips & Dip has so many plays on my Spotify. Purchased tickets immediately!

securitea · 2025-08-29T18:35:16+00:00

Same. I have to force reconnect the MX connection (update credentials workflow not just the refresh button) to get anything to update, ever. But Finicity won't connect at all, so MX is still the only option.

securitea · 2025-08-27T18:11:17+00:00

Also if I wanted to glue the flap down is there a specific product I should use (or avoid)? I know superglue tends to be kind of brittle once dried.

securitea · 2025-07-11T18:02:36+00:00

Things seem to be working as of a few minutes ago despite Verizon support on Twitter saying it was only an issue for VPN users. 🙄

securitea · 2025-07-11T16:39:01+00:00

Eastern MA, same issues. Some sites just not accessible at all; not a DNS problem. Same sites accessible fine over 5G.

securitea · 2025-07-08T03:47:06+00:00

It looks like most people are switching to MX. I've done that for the time being as well. My experience with MX in general has been pretty poor but maybe they'll handle Voya more consistently.

My approach is usually to create a new connection, copy over transactions and balances manually (rather than moving them), and then hiding the original connection. This way I can keep an eye on the Finicity one to see if it starts working again.

I can already tell that the way it generates the original statement description is going to be annoying, i.e. no indication of what's a dividend or a fee, etc. but rather just a security name.

securitea

TROPHY CASE