Hiding an Account

If you close a financial account in real life you have several options in Monarch to preserve the history of transactions and balance while also hiding it from your accounts list, and/or your net worth, and cash flow. In web, select the account you want to adjust and then click "Edit Account" to see all your options:

Screen_Shot_2022-04-19_at_10.57.37_AM.png

In-app, you can find the same screen by selecting the account and selecting the three dots at top of the screen.

 

Was this article helpful?
0 out of 0 found this helpful