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  1. Monarch Money
  2. How-To

How-To

Learn all about out product and how to use it

Accounts

  • How do I connect my accounts?
  • How often are accounts updated?
  • Force refresh your bank accounts
  • How do I remove/disconnect a bank account?
  • My account won't connect, what do I do?
  • My account is coming in as the wrong type

Transactions

  • Transaction Categories
  • Can I create custom Groups and Categories?
  • How do I edit transactions?
  • Transaction Rules
  • Transaction Notes
  • Split Transactions
See all 9 articles

Budgeting and Spending

  • Planning for the future
  • How do I see my actual spending vs my budget?
  • How Budgets Work
  • Moving Money between budget categories
  • Track your savings goals

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