Budget and track expenses

On the plan budget page, there is a full list of all budgets. This includes all groups and categories: 

Shown is an image of spending categories on a Budget page with Planned, Actual, and Remaining spending for groceries, restaurants, and charity categories

You can click into the "Planned" field to edit it at any time, and any remaining money can be "moved" between spending categories.

You can also check your spending Summary on this page to see the month's total Income, Expenses, money allocated to Goals, and the remaining income that has not yet been planned for ("Left to Budget").

Please note: Money cannot be moved in or out of your bank accounts from within Monarch.

Was this article helpful?
3 out of 7 found this helpful