How do I add financial accounts?

You can add two types of accounts on Monarch: Synced accounts that directly connect to your bank, and Manual accounts that you update. Read on to learn about both!

Please be aware that Capital One, Charles Schwab, and Wells Fargo are set up a little differently than other accounts, and 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!

 

Was this article helpful?
1 out of 3 found this helpful