Description
👉 Monarch Money 7-day free trial plus get 50% OFF your first year with code SMARTMONEY: https://freedominabudget.com/monarch-money
Want to spend less time managing your budget? In this Monarch Money tutorial, I’m showing you how to set up transaction rules that automatically organize your transactions and save you time every month.
Instead of repeatedly changing categories, fixing merchant names, adding tags, or organizing the same types of transactions manually, Monarch Money rules can do the work for you automatically.
In this video:
✅ How to create rules in Monarch Money
✅ How to automatically categorize transactions
✅ How to automatically rename merchants
✅ How to add tags automatically
✅ How to assign transactions to yourself or your partner
✅ How to mark transactions for review
✅ How Monarch Money rules can save you time
✅ How to automate repetitive budget tasks
Taking a few minutes to set up rules now can save you from making the same changes over and over again every time new transactions come into Monarch Money.
👉 Ready to try Monarch Money? 7-day free trial plus get 50% OFF your first year with code SMARTMONEY: https://freedominabudget.com/monarch-money
This video is part of my Monarch Money Tutorial Series(https://www.youtube.com/playlist?list=PLMk3x214SmD8), where I’m showing you how to use Monarch Money to manage your accounts, budget, track spending, automate repetitive tasks, and spend less time maintaining your finances.
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DISCLOSURE: Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe.
I am not a financial advisor. The ideas presented in this video are personal opinions and for entertainment purposes only.