Getting Started Guide

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!

2. Categorize your info!

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!

Repeat as needed!





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