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
Accounts
- Connection issues
- Connect your Apple Card
- Troubleshooting account connections
- Refresh accounts
- Connect or manually add accounts
- Remove or delete accounts
Transactions
- Transfers
- Import data manually from banks or other finance apps
- Recurring transactions
- Transaction rules
- Default categories
- Delete history across all accounts
Plan Budget
- Budgets
- Rollover budget feature
- Create goals
- Budget and track expenses
- Plan forecast
- Move budget to accommodate overspending
Investments
Sign in and security
Billing
- Advisor Program - Now in Beta
- Delete an account
- Discounts and promotions
- Cancel app store subscription
- Switch from App store to direct billing
- Pricing