Manual accounts

If Monarch doesn't connect to your financial account or if you have an asset like a boat, jewelry or just cold hard cash that doesn't have an online connection you might want to create a manual account to keep track of it. Manual accounts work well when you don't have many (or any) transactions and the balance of the account doesn't change very often.

Manual accounts track everything... manually. Which means you will have to enter each transaction and change the balance or value of the account all by hand. You can change the balance for a manual account under "edit account" for each manual account:



You can also Upload CSV file of transactions to a manual account which is a great way to quickly add a lot of transactions.


You can also Upload account balance history into manual accounts. The upload CSV flow is the only way to change the balance history of a manual account as of Dec 2023.


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