Help Center

Dashboard

• How can I access the AI Assistant?
• About the Monarch AI Assistant
• Getting started
• Add members to an existing account
• Configure iPhone and iPad widgets
• Referral rewards

See all 11 articles

Accounts

• Canadian Connection Status
• Current US Connection Statuses
• Guide to Connecting Your Accounts
• Troubleshooting Apple Card Accounts
• Syncing with Apple Card, Cash, and Savings
• Connecting with Fidelity

See all 23 articles

Transactions

• Transactions and rules tips and tricks
• Managing Cash Transactions
• Downloading transaction or account history
• Allowing edits on pending transactions
• Understanding transfers categories
• Import transaction data manually from banks or other finance apps

See all 22 articles

Plan/Budget

• Group budgeting
• Reports
• Budgeting for Couples
• Cash Flow
• Budget
• Rollover budget feature

See all 10 articles

Goals

• Goals feature overview
• Goals Frequently Asked Questions
• Using Goals

Investments

• Investment Transactions (Beta)
• Investment portfolios
• Manual investment holdings
• Crypto
• Supported crypto coins
• Coinbase

Sign-in and Security

• How to locate your Apple private relay ID email address
• Privacy and security
• Turn on multi-factor authentication
• Apple or Google sign in
• Disconnect Apple or Google sign-in
• Ad blockers

Billing

• Ended July 10, 2024 - June 2024 Referral Offer
• Ended July 10, 2024 - Progressive 2024 Promotion
• Cancel Monarch Subscription
• Ended April 4, 2024 - Walmart+ 2024 Promotion
• Monarch Money Available in Canada
• Ended June 30, 2024 - Promotion for Subscribers Switching from Mint

See all 14 articles