Getting Started Guide

So you've signed up and you're ready to use Monarch to manage your personal finances. Congrats on taking this first step! It won't take long to get started and then you'll have the full picture of your finances.

1. Get your info in

2. Get your info correct

3. Track and Review

        • Check your Spending Report to see where your money is going and your savings rate over time
        • Setup a budget to plan out your spending and more easily track it throughout the month

4. Get notified when things change

Repeat! 🎉🚀☀️




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