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  • Dashboard

    General info on getting started and setting up Monarch

  • Accounts

    Connecting all your banks, credit cards, investments or anything else you have as part of your net worth

  • Transactions

    Ways to organize and keep track of all your income, expenses and transfers

  • Plan/Budget

    Everything about setting up a budget and tracking it

  • Goals

    Overview and questions about how to save and track your spending towards your goals

  • Investments

    Creating a portfolio and keeping track of investments

  • Sign-in and Security

    Options for accessing and securing your Monarch account

  • Billing

    All things related to paying for a Monarch subscription

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