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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
  • Add or Delete Transactions
  • Edit Transactions
  • Bulk Edit Multiple Transactions
  • Delete History (Pick a Start Date)
  • Hide Transactions
See all 14 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

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