mint-amazon-tagger icon indicating copy to clipboard operation
mint-amazon-tagger copied to clipboard

Published 20 hours ago • verified publisher icon jprouty

Poll: What solution did you choose now that Mint (finally ends)

Open ovitch opened this issue 11 months ago • 9 comments

Hey. Curious which solution you chose ahead of the official shutdown? I tested a few, Monarch is the most solid but no Amazon integration makes it difficult. CoPilot is great for Amazon matching but that's about it...also only iOS

ovitch avatar Mar 19 '24 00:03 ovitch

Happy enough with Monarch. I evaluated Simplifi, Origin, Firefly-III, Creditkarma, and Copilot.

cwmoriarty avatar Mar 19 '24 01:03 cwmoriarty

I've also landed in Monarch and am very happy so far. I use the transactions screen on Amazon to quickly (manually) match my Amazon transactions to know what I ordered and assign the right category. Looking forward to something automated but that's the only thing lacking for my needs.

smenzer avatar Mar 19 '24 01:03 smenzer

Well you all are in luck! I'm porting this over to MM (but haven't found the drive to finish the port just yet). I'll make an announcement here once that has concluded. I am also looking at some promising integrations with an LLM to help categorize transactions since Amazon does not provide any category information in the latest data format.

See: https://github.com/jprouty/monarchmoney-amazon-tagger

jprouty avatar Mar 19 '24 03:03 jprouty

that's awesome @jprouty ... I've been hoping you'd port this over! I'm a product manager with a CS background, so if there's anything I can do to help, feel free to message me directly (or email...I use gmail and I'm not very creative with my usernames 😉)

smenzer avatar Mar 19 '24 13:03 smenzer

@jprouty this is awesome. Thank you again for this.

ovitch avatar Mar 19 '24 22:03 ovitch

I went to Monarch. There was a 1-month free trial + half off for a year for Mint migrations. So far so good.

P-Burk avatar Mar 27 '24 12:03 P-Burk

I tried Monarch for a few months but ended up landing on Simplifi. jprouty porting this to work with Monarch might be enough to make me switch back. This tool has saved me so much time over the years in nailing down the specifics in the hugely uninformative "Shopping" category and I have missed it whenever it wasn't working.

stnschrag avatar Apr 17 '24 20:04 stnschrag

Thanks for the kind words @smenzer! I am very close to completing a port to Monarch - I'll update this thread once that's complete.

jprouty avatar Apr 17 '24 21:04 jprouty

I tried Monarch for a few months but ended up landing on Simplifi. jprouty porting this to work with Monarch might be enough to make me switch back. This tool has saved me so much time over the years in nailing down the specifics in the hugely uninformative "Shopping" category and I have missed it whenever it wasn't working.

So far I ended up with Rocket Money, but now my Amazon purchases are a mess :)

alex-tomin avatar Jun 02 '24 20:06 alex-tomin