Transactions in investment accounts are not synced to Monarch by default. Support for transactions in investment accounts is currently in beta.
How to Sync Investment Transactions
If your account has access to this beta feature, you can turn on the setting to allow investment transactions from your Household Preferences Settings page. The setting is labeled "Investment Transactions."
When this setting is turned on, Monarch will automatically start syncing transactions to your investment accounts. The transactions will be displayed in the main Transactions page list, and on the Account detail page for each account. The transactions will be included in your budget and cash flow, just like other transactions.
If you turn off the setting, Monarch will stop syncing transactions in your investment accounts. No change will be made to the existing transactions already in Monarch.
Historical Investment Transactions
You can upload a .CSV file of transactions into investment accounts to add more history to your Monarch account. This is the same process as uploading transactions into non-investment accounts. Learn more here: Import transaction data manually from banks or other finance apps