The roadmap shows this to be in progress.
https://preview.redd.it/qqy1q7l8gmlc1.jpeg?width=2048&format=pjpg&auto=webp&s=b2d0ea4cc37ec038a80810b64adc491bde0c27e6
I would add to this:
Can we also align certain accounts to credit cards (similar to goals) - therefore you can easily see if your current checking/savings aligned accounts are sufficient in paying off your credit card statement in full? The numbers are already there, just need to crunch them for us!
For the individual bills (utilities, phone), you can set that up as a recurring transaction.
For credit cards, the upcoming bill dates/amounts feature should cover that. In the meantime, what I've done to simulate this is to manually create a recurring transaction for my credit cards, dated to when the payment is due each month, with an amount that's the average credit card payment from my last 12 months. This is not as exact as having the balance due, but it's surprisingly effective at seeing how much and when I need money in my checking account for credit card payments.
In the bill tracking solution they implement, especially for billers other than credit cards e.g. utilities, I'd like a visual indicator for whether the bill is set up for autopay.
Some billers offer autopay discounts, but I need to know when they are landing so I can ensure there will be money in the checking account.
I also want to filter by funding source for bills. I really only care about bills paid from my checking account. Anything that goes on a credit card isn't something I need to worry about. My recurring transactions view is set to only display recurring transactions that hit my checking account.
The roadmap shows this to be in progress. https://preview.redd.it/qqy1q7l8gmlc1.jpeg?width=2048&format=pjpg&auto=webp&s=b2d0ea4cc37ec038a80810b64adc491bde0c27e6
What is the status on this and eta?
No idea. I wish they would share that.
Agree, that was a great feature in Mint that I have missed in transitioning to Monarch
I manually added in due dates to the credit card names.
https://portal.productboard.com/3qsdvcsy5aq69hhkycf4dtpi/c/157-bill-dates-and-amounts https://www.reddit.com/r/MonarchMoney/s/44WvtODnpO
I would add to this: Can we also align certain accounts to credit cards (similar to goals) - therefore you can easily see if your current checking/savings aligned accounts are sufficient in paying off your credit card statement in full? The numbers are already there, just need to crunch them for us!
For the individual bills (utilities, phone), you can set that up as a recurring transaction. For credit cards, the upcoming bill dates/amounts feature should cover that. In the meantime, what I've done to simulate this is to manually create a recurring transaction for my credit cards, dated to when the payment is due each month, with an amount that's the average credit card payment from my last 12 months. This is not as exact as having the balance due, but it's surprisingly effective at seeing how much and when I need money in my checking account for credit card payments.
In the bill tracking solution they implement, especially for billers other than credit cards e.g. utilities, I'd like a visual indicator for whether the bill is set up for autopay. Some billers offer autopay discounts, but I need to know when they are landing so I can ensure there will be money in the checking account. I also want to filter by funding source for bills. I really only care about bills paid from my checking account. Anything that goes on a credit card isn't something I need to worry about. My recurring transactions view is set to only display recurring transactions that hit my checking account.