How do I get started?

Congrats on signing up with Monarch and improving your financial health!

For new users, we recommend linking your most-used accounts, categorizing transactions, and letting our system create a budget for you.

Here's how you get started in more detail:

1. Get your info in!

2. Categorize your info!

3. Review your spending!

        • Check your Spending Report to see your savings rate
        • Set up a budget to plan and easily track your spending

4. Get notified (or don't)!

Repeat as needed!





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