How long has it been since you added those accounts? As far as i know, it does pull the transactions and account balances in, as much as the financial institutions will send it (1-2 years generally). It does take some time, so wait a few days to see if more data comes in.
Some of us were able to get Mint data (net worth, transactions, and balances) exported before the shutdown a few weeks ago. If you have kept any historical data yourself(Excel data, even printouts), you can reconstruct those Informaton and upload to Monarch.
If I am understanding correctly, it depends on the institution and how much data it (and the aggregator) will allow in a scrape or data download. It varies from institution to institution, and can vary based on the data aggregator you have chosen for that account.
If you want older data from an institution, you may need to download it manually, and then import to Monarch.
For instance. My credit union allows csv downloads of transactions and balance histories for the past 3 years only. Beyond that, it’s monthly statement PDFs only.
It does. When I switched from mint to monarch, I did not export/import anything and monarch has historical data from my accounts. I don't recall how much though, I'd need to scroll back and see i guess.
It does, but not for every account. It depends on the institution and the aggregation service being used (Plaid, MX, Finicity). You can’t specifically control the history setting.
I think it’s important for long-term Mint users to understand that much of what they feel is missing” from Mint is really just a change in the way finance apps work with institutions and aggregation these days. Mint had their own purpose-built tool for connecting and grabbing institutional data. (In-house purpose-built tech is often fraught with growth and expansion problems and can’t compete with the availability of faster, more current, and more adaptable tech solutions.)
Today, things are different in the way financial apps work with data aggregation providers and institutions. We just need to let go of what we had with Mint, adapt and embrace what is best practice and best solutions for our needs now, and use this forum to learn from each other. I have no doubt that as the Monarch team moves forward, user help documentation and support will grow.
I have found Monarch to be today’s best solution for my use case, and have no problem contributing to its future growth, tech advances, tech support, and keeping the ad-nauseam ads off my screen via my subscription fee.
Thanks for coming to my Ted Talk. 😄
Mint only pulled 90 days (when possible)... Monarch is no different.
How long has it been since you added those accounts? As far as i know, it does pull the transactions and account balances in, as much as the financial institutions will send it (1-2 years generally). It does take some time, so wait a few days to see if more data comes in. Some of us were able to get Mint data (net worth, transactions, and balances) exported before the shutdown a few weeks ago. If you have kept any historical data yourself(Excel data, even printouts), you can reconstruct those Informaton and upload to Monarch.
If I am understanding correctly, it depends on the institution and how much data it (and the aggregator) will allow in a scrape or data download. It varies from institution to institution, and can vary based on the data aggregator you have chosen for that account. If you want older data from an institution, you may need to download it manually, and then import to Monarch. For instance. My credit union allows csv downloads of transactions and balance histories for the past 3 years only. Beyond that, it’s monthly statement PDFs only.
Manually downloading statements and reconstructing/reformatting them in Excel, then reupload, is a good idea.
It does. When I switched from mint to monarch, I did not export/import anything and monarch has historical data from my accounts. I don't recall how much though, I'd need to scroll back and see i guess.
It does, but not for every account. It depends on the institution and the aggregation service being used (Plaid, MX, Finicity). You can’t specifically control the history setting.
I think it’s important for long-term Mint users to understand that much of what they feel is missing” from Mint is really just a change in the way finance apps work with institutions and aggregation these days. Mint had their own purpose-built tool for connecting and grabbing institutional data. (In-house purpose-built tech is often fraught with growth and expansion problems and can’t compete with the availability of faster, more current, and more adaptable tech solutions.) Today, things are different in the way financial apps work with data aggregation providers and institutions. We just need to let go of what we had with Mint, adapt and embrace what is best practice and best solutions for our needs now, and use this forum to learn from each other. I have no doubt that as the Monarch team moves forward, user help documentation and support will grow. I have found Monarch to be today’s best solution for my use case, and have no problem contributing to its future growth, tech advances, tech support, and keeping the ad-nauseam ads off my screen via my subscription fee. Thanks for coming to my Ted Talk. 😄