Monarch Money Data entry / Rules for merchant

Posted 4 weeks ago

Worldwide

Summary

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/week
    Hourly
  • < 1 month
    Duration
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type

Contract-to-hire opportunity

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Skills and Expertise
Mandatory skills
Data Entry
Accounting
Activity on this job
  • Proposals:5 to 10
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Nov 18, 2018
  • United States
    Enfield3:46 AM
  • $8.8K total spent
    28 hires, 0 active
  • 226 hours
  • Individual client

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