Congrats on signing up with Monarch and taking this important step to improve your financial health! Let's get started and gain a more complete picture of your finances.
Here's what you gotta do:
1. Get your info in!
-
-
-
- Connect your accounts
- Add Manual accounts to track real estate or valuables and accounts that can't be synced
-
-
2. Categorize your info!
-
-
-
- Manage your transaction categories (and see how we treat transfers)
- Categorize your transactions correctly every time by creating transaction rules
-
-
3. Review your spending!
-
-
-
- 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!
-
-
-
- Setup your notification preferences
-
-
Repeat as needed!
🎉🚀☀️