Been following and commenting on this occasionally. Migrated to Monarch on the 30 day trial and 50% off 1st yr.
Took some time to create correct transaction category links. And like Mint a few problem financial institutions don’t link. Uploaded manually until the create that link. But generally it mirrors mint w account, transaction, budget and investment tracking. I don’t do investment transactions. Leave that to my financial advisor.
Able to transfer last year info set up budget for 2024. some things seemed to be missing. You need to open all the categories to check the individual transactions.
Happy I can monitoring things from my phone just like mint. I want to see about migrating my remaining data since 2010.
For a plan B may move things to Credit karma as back up to retain my historical data since it’s free as I understand.
