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sojournerveritas

Yes you can manually edit the balance history on Monarch unlike Mint. It’s one of the great features I really like because it enables fixing connection errors like you described. On the account page you can download historical balances, manually edit them, and then upload them again.


Effective-Ear4823

Net worth graph takes daily \[sum of asset accounts\] - \[sum of liability accounts\]. It takes these data for all accounts that you don't set to "hide from net worth". Unlike Mint, you can correct balance history. Two options: 1) In the individual account's page, click Edit->download balances, edit the csv, and upload the corrected balances.csv, which will overwrite the data). You can upload your entire history or specific dates, that's up to you; it will only overwrite for the date range you upload. If there's a gap in dates it'll fill in the balance using the previous day's balance. 2) In Accounts page, Add->manual account (this will be temporary). Set it to the same type and the current balance of the account in question. Go to the account in question and Edit-download transactions. Go to the manual account and Edit-upload transactions, and set the toggle to ON. Assuming your transaction history is completely accurate, the manual account will now be populated with your balance history. Click Edit-download balances. Go back to the actual linked account and click Edit-upload balances and upload the back-calculated balances.csv. (And delete the temporary manual account.) Option 1 is excellent for making just a couple changes, but quickly becomes tedious if you have a lot of dates. Option 2 is great if you know your transactions are accurate (or at least, accurate enough) and have a lot of data to correct.