Add Accounts

There are 2 ways to add accounts in Monarch:

1. Connect them using your user name and password to sync automatically with an institution

2. Manual entry of all information

Please be aware that Apple Card has a unique setup similar to manual accounts.

Synced Accounts are connected directly to your bank. Balance and transaction details are pulled automatically.

During the initial setup of your account, or from the Accounts Screen, you will have the opportunity to link your account.

If you're having trouble adding an account, please check our Known Issues page to see if we're already working on a fix for it. If your issue isn't listed there, let us know.

Manual Accounts are not connected to a bank. You can track anything using this method from valuables like jewelry to a bank account that is not able to be synced automatically.

To add a manual account, select the account type and add any relevant information. Learn about adding manual transactions here!


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