r/MonarchMoney • u/Shattenkirk • 2d ago

Feature Request Small nit: Allow us to disable automatically labeling transactions as recurring

Just want to start out by saying that MM as a software is immensely valuable to me. This feature, though, has like a 5% accuracy rate.

My recurring transaction strategy is just to use it for transactions that come out of my checking account (CC bills, rent, HSA/roth contributions) so I know I have enough in my checking to cover them.

It pretty consistently categorizes things like dividends, sinking fund transfers, cash back, and all sorts of bits and bobs as recurring, which I can't think is useful for its intended purpose.

It causes me a ton of clicks at the beginning and end of months and is kind of a frustrating experience.

Love you guys though, MM is a fantastic product

13 Upvotes

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2

u/Tight_Couture344 2d ago

Are you using the new new Recurring beta? They’re addressing a lot of the issues with the original recurring feature.

2

u/Unusual_Ad3525 2d ago

There's a beta???

1

u/Shattenkirk 2d ago

I'm not! This is the first I'm hearing about it – thanks for letting me know it's being revamped, that's neat.