Customize dashboard

The dashboard has widgets that show a summary of your financial information across all of Monarch.

  • Getting started guide
  • Plan progress
  • Net worth
  • Savings goals
  • Spending trend
  • Transaction review
  • Recurring transactions
  • Investments
  • 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.

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Please Note: The order of the cards and which ones are deactivated are independent between the web and mobile app so you can have a different order on web versus mobile.

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