Dashboard
- Move data over from Mint to Monarch
- 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
Accounts
- Connecting with Fidelity
- Fixing Inverted Balances
- What happened to the free plan?
- Choose Your Data Provider
- Upload account balance history
- Merge history to another account
Transactions
- Mint Data Exporter Chrome Extension (Beta)
- Mint Importing Frequently Asked Questions
- Download your transaction history
- Allow edits on pending transactions
- Transfers
- Import data manually from banks or other finance apps
Plan/Budget
- Group budgeting
- Budgeting for Couples
- Cash Flow
- Budgets
- Rollover budget feature
- Budget and track expenses
Goals
Investments
Sign-in and Security
Billing
- FAQ - Black Friday 2023 Promotion
- FAQs about Monarch
- Refund Policy
- Advisor Program - Now in Beta
- Delete a Monarch Account
- Discounts and promotions