Budget Categories

Rand L. Hultman's Avatar

Rand L. Hultman

19 Nov, 2023 02:02 AM

I used Mint for many years, but I switched to Monarch when Mint was taking many days to post my transactions with my USAA credit card. I really liked Monarch because I could create my own budget categories and did not have to content with budget categories loaded by Monarch. Mint had many budget categories that I did not use and could not delete causing me to have to scroll through many categories before finding the category I wanted to assign to a transaction. I recently switched back to Mint because Monarch was frequently requiring 10 days or more to post transactions against my Fidelity credit card.

Considering the above, I have 3 questions about your software:
1. Have any users complained about the time it takes to post transactions against a Fidelity credit card?
2. Can I create my own budget categories?
3. Do you have budget categories already loaded, and, if so, can I delete your catgories?

  1. 1 Posted by mhoggie on 19 Nov, 2023 02:41 AM

    mhoggie's Avatar

    just a user,

    Don't know about any issues with Fidelity credit card, but you have complete control over the categories. Change, add, delete to you needs

  2. 2 Posted by dwg on 19 Nov, 2023 04:11 AM

    dwg's Avatar

    Fidelity are proving to be difficult for many financial programs.

    The information going around i that they are trying to force organisations to only retrieve what data that they say they can and then only through a Fidelity subsidiary that they are charging a pretty penny for access through.

  3. System closed this discussion on 18 Feb, 2024 04:20 AM.

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