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Reconcile Your Bank Rollovers with Monarch Money

Hi friends! Today, I'm showing you an in-depth tutorial on how I reconcile my bank balance rollovers with Monarch Money at the end of every month, and how I use that to inform my budget for the next month. I've mentioned this process in my monthly budget reviews (here's the playlist:    • My Journey | Monthly Budget Reviews  , but some of you have requested a full video, so here it is! Let me know in the comments if you have any questions, and I'll see you all in the next one! Much love 💚 #budgeting #BankRollovers #MonarchMoney -- ☾ a b o u t m e Age: 27 Gross Annual Salary: $50k Location: Virginia Metro Area Context: Living with roommate ☾ t i m e s t a m p s 0:00 Intro & Disclaimers 0:35 What is a rollover? 0:55 Monarch Money's Expense Rollover Feature 3:47 My Pay Periods 5:05 Budget Structure for Rollovers 5:57 Creating the Budget Structure 6:56 Adding Rollover From Last Month 8:47 Setting Spending Budgets 9:05 Reviewing Spending Budgets 11:52 Reconciling Our Bank Balance 13:23 Troubleshooting Transfers 14:31 Solution 1: Placeholder Category 15:23 Solution 2: Goal Category 18:50 Finalizing the Bank Rollover 20:19 Bi-Weekly/Weekly Reconciliations 22:17 Outro ☾ p e o p l e / r e s o u r c e s m e n t i o n e d Sinking Funds Tutorial:    • Sinking Funds in Monarch Money | 2024 Fina...   Monarch Money: Get a FREE 30-Day Trial AND 50% off your first year! Use the code MINT50 https://shorturl.at/asAQR If you just want the 30-day trial, use this link: https://www.monarchmoney.com/referral... ☾ m u s i c Music: "Butterflies" by prodbybsvs    • (FREE) Sabrina Claudio Type Beat x Alina B...   ☾ m y s h o p Visit my link below to see all my digital products, including FREE templates! https://www.pinnotpaper.com ✨ Use the code 'YOUTUBE' for 10% off!✨ ☾ c o n n e c t w i t h m e I'm Taylor, a graphic designer sharing templates to help you build a healthy relationship with your money 🤗 Website: htttps://www.pinnotpaper.com Support me on Ko-fi: https://ko-fi.com/pinnotpaper Email: taylor@pinnotpaper.com Disclaimer: Pin Not Paper is not a financial advisor. All content, products and services are for entertainment purposes only and should not replace the advice of your certified financial planner. -- ☾ t e c h i n f o Phone: iPhone XR Laptop: Macbook Air Video Editing Software: Descript Graphic Design Software: Canva ☾ s u b c o u n t: 904