Monarch Money Data entry / Rules for merchant
Worldwide
Monarch Money merchant rules. Currently monarch money doesn’t categorize properly. I have all categories created for how I want things to be but I need rules created based on currently merchant name and categorize. 142 rules to be created. Rule = if merchant name contains “merchant name” update category to — best suited category from the drop down menu. Then check the box for apply rule for previous transactions ✅. Finally, save. The best research method to accurately identify the merchant is by doing a deep / wide research using Ai tools such as Manus Ai searching based on the transaction statement name (*not merchant name*, statement name is more accurate). 100 merchants have already been identified accurately. Only about 42 remaining for research. But 142 needs rules in monarch.
- Less than 30 hrs/weekHourly
- < 1 monthDuration
- IntermediateExperience Level
- Remote Job
- One-time projectProject Type
Skills and Expertise
Activity on this job
- Proposals:5 to 10
- Interviewing:0
- Invites sent:0
- Unanswered invites:0
About the client
- United StatesEnfield3:46 AM
- $8.8K total spent28 hires, 0 active
- 226 hours
- Individual client
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