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
- What happened to the free plan?
- Choose Your Data Provider
- Upload account balance history
- Merge history to another account
- Refresh all accounts at once
- Current Connection Statuses
Transactions
- Download your transaction history
- Allow edits on pending transactions
- Transfers
- Import data manually from banks or other finance apps
- Recurring transactions
- Transaction rules
Plan/Budget
Goals
Investments
Sign-in and Security
Billing
- Advisor Program - Now in Beta
- Delete a Monarch Account
- Discounts and promotions
- Cancel Apple App Store Subscription
- Switch from App store to direct billing
- Pricing