All your accounts refresh based on the schedule the financial institution and the selected data provider have agreed to. You can also choose to refresh your accounts manually if needed.
For Monarch web:
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Select an account you would like to refresh by clicking on the account on the Accounts page.
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Click the blue arrows on the side of the page to refresh that account.
For Monarch mobile:
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Select an account you would like to refresh by tapping on that account in the Accounts tab.
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Scroll down to the bottom and you will see “Connection status” and the blue arrows.
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Tap the blue arrows to refresh that account.
Refresh All
We also give you the ability to refresh all of your connected accounts.
For Monarch web:
- Click on the Accounts tab on the left side.
- Click Refresh all in the top right.
For Monarch mobile:
- Select the Accounts tab at the bottom of the app.
- Tap the “…” in the top right corner.
- Select Refresh all.