If you would like to make changes to your accounts, such as changing the name or account type, you can do that easily within Monarch.
For Monarch web:
- From the Accounts page, click on the account you would like to edit.
- In the top right corner, click Edit > Edit account.
- You can edit the account name, photo, type, and other things in that section.
- Scroll to the bottom and click Save.
For Monarch mobile:
- Touch the Accounts tab at the bottom of the app.
- Select the account you would like to edit.
- Touch the “…” in the top right and then select Edit account.
- You can edit the account name, photo, type, and other things in that section.
- Select SAVE in the top right.
If you wish to hide or close an account but keep its history, you can also do so in the Edit account popup. If you would like to remove the whole account entirely, read more about how to remove or delete an account.