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Help Center

Dashboard

  • Getting started
  • Add members to an existing account
  • Move data over from Mint to Monarch
  • Configure iPhone and iPad widgets
  • Referral rewards
  • Monthly progress report
See all 11 articles

Accounts

  • Connection issues
  • Connect your Apple Card
  • Troubleshooting account connections
  • Refresh accounts
  • Connect or manually add accounts
  • Remove or delete accounts
See all 14 articles

Transactions

  • Transfers
  • Import data manually from banks or other finance apps
  • Recurring transactions
  • Transaction rules
  • Default categories
  • Delete history across all accounts
See all 21 articles

Plan Budget

  • Budgets
  • Rollover budget feature
  • Create goals
  • Budget and track expenses
  • Plan forecast
  • Move budget to accommodate overspending
See all 7 articles

Investments

  • Investment portfolios
  • Manual investment holdings
  • Crypto
  • Supported crypto coins
  • Coinbase

Sign in and security

  • Privacy and security
  • Turn on multi-factor authentication
  • Apple or Google sign in
  • Disconnect Apple or Google sign-in
  • Ad blockers

Billing

  • Advisor Program - Now in Beta
  • Delete an account
  • Discounts and promotions
  • Cancel app store subscription
  • Switch from App store to direct billing
  • Pricing
See all 7 articles

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