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
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- Connect all your accounts
- Add Manual accounts for the accounts that can't be connected (including other assets and liabilities you have)
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2. Get your info correct
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- Manage your transaction categories (and see how we treat Transfers)
- Categorize your transactions correctly every time by creating transaction rules
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3. Track and Review
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- 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
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4. Get notified when things change
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- Setup your notification preferences
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Repeat! 🎉🚀☀️