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re: Sad Day | Mint is shutting down on 1/1/2024

Posted on 11/8/23 at 5:43 pm to
Posted by lynxcat
Member since Jan 2008
24222 posts
Posted on 11/8/23 at 5:43 pm to
10K limit solved it. Albeit, the coding of all transactions is coming in as a custom category and isn’t linked to the existing Monarch categories.
Posted by Teddy Ruxpin
Member since Oct 2006
39628 posts
Posted on 11/8/23 at 5:51 pm to
quote:

10K limit solved it. Albeit, the coding of all transactions is coming in as a custom category and isn’t linked to the existing Monarch categories.


Ya, once you change one of your custom categories to one of theirs, a pop up will ask you if you want to create a rule, which takes some of the work out of it.

I could see I got a little wild with custom categories so it wasn't a huge deal.

The one to watch out for is investment transactions being categorized as an "expense."

I just made all mine a "Transfer" under their category.
This post was edited on 11/8/23 at 5:53 pm
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