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Laura Kobroff

  • Total activity 30
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Activity overview

Latest activity by Laura Kobroff
  • Laura Kobroff created an article,

    Adding Transaction Receipts and Notes

    Adding receipts or attachment/notes to transactions are helpful ways to define and track expenses. Receipts and Attachments You can add attachments to transactions from the same page that you use t...

    • Edited
    • 1 follower
    • 0 comments
    • 2 votes
  • Laura Kobroff created an article,

    How do I delete my account?

    If you are no longer interested in using Monarch Money, you can permanently delete your information from the Billing Settings page. First, you may need to cancel your subscription by clicking on "M...

    • Edited
    • 1 follower
    • 0 comments
    • -2 votes
  • Laura Kobroff created an article,

    Track your savings goals

    Goals are a great way to see cash that's left over after expenses and to earmark that “extra cash” for expenses. When you start a Goal, you are asked some basic questions about what you are saving ...

    • Edited
    • 1 follower
    • 0 comments
    • 4 votes
  • Laura Kobroff created an article,

    Planning for your financial future

    Available on the web app, Plan view is a way to look at multiple months at once to see past actuals and future plans together. You can add in expected changes like a raise and increased holiday spe...

    • Edited
    • 1 follower
    • 0 comments
    • 2 votes
  • Laura Kobroff created an article,

    Splitting Transactions

    You can now split any transaction into multiple transactions with their own categories from your Transactions page. The new transactions will all show up on your Transactions page and you can see ...

    • Edited
    • 1 follower
    • 0 comments
    • 4 votes
  • Laura Kobroff created an article,

    Is my information safe in Monarch?

    Our policy is to keep your information private. That means we do not share data with advertisers or sell your information to third parties. For the limited data we do collect, Monarch employs indus...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Laura Kobroff created an article,

    What are the default Transaction Categories?

    Monarch Money has a hierarchy of Groups and Categories to help you organize your transactions and easily track Income, Expenses and Transfers. In addition to the default list, you can create your o...

    • Edited
    • 1 follower
    • 0 comments
    • 2 votes
  • Laura Kobroff created an article,

    Editing transactions

    You can edit your transactions from the Transactions page on web and mobile. The merchant name, category, date, and notes field are all editable. Expand the transaction to see all the details. To ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Laura Kobroff created an article,

    Can I customize my Groups and Categories?

    We want your Monarch account to fit your needs. You can create custom categories and custom groups so that you may organize your transactions however you want. You can also remove categories that y...

    • Edited
    • 1 follower
    • 0 comments
    • 2 votes
  • Laura Kobroff created an article,

    How do I see my actual spending vs. my budget?

    On the Plan or Budget page, you can see a comprehensive list of budgeted items. This includes all expense groups and categories.  You can click into the "Planned" field to edit it at any time, and...

    • Edited
    • 1 follower
    • 0 comments
    • -1 votes