Downloading your transaction and account data

You can download your account data and transaction data from Monarch. This is accessible even if your trial period or subscription has expired but you still want to log in and export your information.

To download your transactions:

  • Navigate to your Settings > Data.
  • Select Download Transactions to start the download of all of your transactions across all of your accounts in a .CSV format.

To download your account balances:

  • Navigate to your Settings > Data.
  • Choose from the drop-down list which institution account you would like to download the full balance history of.
  • Select Download account balances to start the download your chosen account balances in a .CSV format. 

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