Dashboard

• Getting Started
• Customize Dashboard
• Notifications
• Household Members
• Referrals
• Monthly Progress Report

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Accounts

• Known Connection Issues
• Troubleshooting Connections
• Apple Card
• Chase Link Settings
• Manual Accounts
• Refresh Accounts

See all 14 articles

Transactions

• Transaction Review
• Recurring Transactions
• Add or Delete Transactions
• Edit Transactions
• Bulk Edit Multiple Transactions
• Delete History (Pick a Start Date)

See all 15 articles

Plan

• Budgets
• Rollover Budgets
• Track Spending vs Budget
• Forecast
• Advice
• Move Budgets

See all 7 articles

Categories

• Custom Categories
• Default Categories
• Reordering Categories
• Transfers

Investments

• Investment Portfolios
• Coinbase
• Crypto
• Supported Crypto Coins

Sign In & Security

• Multi-factor Authentication
• Apple or Google Sign In
• Disconnecting Apple or Google Sign In
• Privacy
• Ad Blockers

Billing

• Cancel Monarch App Store Subscription
• Delete my Monarch account
• Refunds
• Discounts
• Switch from app store to direct billing