Please Note: Deleting is a permanent action. These actions cannot be reversed by our Support Team. If you want something less permanent, you can may hide transactions or hide an account.
- Delete transaction history for synced accounts on desktop
- Delete balance snapshots for synced accounts on desktop
Delete transaction history for synced accounts on desktop
For synced accounts, the amount of historical data Monarch receives from institutions can vary. This can lead to different lengths of transaction history in your accounts. Because of this, Monarch gives you the ability to pick a start date for more accurate bookkeeping.
- Navigate to Settings > Data.
- Scroll down to the Delete transaction history in synced accounts section.
- Underneath Delete transactions before... enter the date from which you would like your account history to start.
- By default, it will have checkboxes marked to include the following - be sure to uncheck anything not applicable:
- Include synced transactions
- Include manually added transactions
- Include transactions imported by CSV
- Select Delete transactions.
- A warning message will appear with a reminder that this action cannot be undone. Select Delete to complete deleting transaction history.
Note: this action only affects synced accounts and will not affect manual accounts.
Delete balance snapshots for synced accounts on desktop
Monarch saves a snapshot of the balances in your synced accounts every day to track your net worth. You can delete any balance history before a date you specify using the steps below. This is useful for cleaning up historical data prior to having all of your accounts synced. Manual accounts will not be affected.
- Navigate to Settings > Data.
- Scroll down to the Delete synced account balance snapshots section.
- Underneath Delete account balance history before... pick the date you would like to have your data start with.
- Select Delete account balances snapshots.
- A warning message indicates that this action cannot be undone. Select Delete to complete deleting transaction history.
Note: this action only affects synced accounts and will not affect manual accounts.