Avoid These Mistakes In Monarch Money! (And An Explanation On Transfers)

The most common mistakes and questions I get as a financial coach about Monarch Money.

00:00 Intro
00:30 Categories
01:20 Understanding Transfers
02:36 Categorizing Transfers
05:40 Transfers to Investment Accounts
06:26 Hiding Transactions
07:50 Reimbursements
08:51 Goals

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🙋 About Me
I’m Taylor, a financial coach and AFCⓇ, CFPⓇ. I help high-income professionals and families build budgets that work with their values. Whether through Monarch tutorials, group coaching, or 1-1 support, I’ll help you feel confident with your money.

Website: https://www.evolvingmoneycoaching.com
Instagram: @evolvingmoney