Customize dashboard

The dashboard has 8 cards that show a summary of your financial information across all of Monarch:

  • Getting started guide (this goes away after you complete it)
  • Monthly plan (budget)
  • Net worth
  • Monthly goals
  • Monthly spending (this month vs last month)
  • Most recent transactions
  • Investments (top movers today)
  • Advice

You can remove or change the order of any of these cards by tapping the "customize dashboard" button at the top right of the web app or at the bottom of the dashboard on the mobile app.

(buttons look slightly different on desktop vs mobile)

The order of the cards and which ones are disabled are independent between the web and mobile app so you can have a different order on web vs mobile.


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