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Laura Kobroff

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Articles

Recent activity by Laura Kobroff
  • Known Connection and Sync Issues

    Monarch connects to thousands of financial institutions. We will always display the real-time connection status of each financial institution on your Accounts page. Please note that Apple Card is ...

    • Edited
    • 4 followers
    • 0 comments
    • 0 votes
  • How do I delete my account?

    If you are no longer interested in using Monarch Money and you subscribed on we, you can permanently delete your information from the Billing Settings page. First, you may need to cancel your subsc...

    • Edited
    • 1 follower
    • 0 comments
    • -2 votes
  • My account won't connect, what do I do?

    If you're having trouble connecting to your account try these troubleshooting steps: Check our Known Connection Issues list to see if we are currently tracking issues with that institution Check y...

    • Edited
    • 1 follower
    • 0 comments
    • -2 votes
  • Editing transactions

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

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Forecasting your financial future

    Available on the web app, the Forecast 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 increase...

    • Edited
    • 1 follower
    • 0 comments
    • 2 votes
  • How do budgets work?

    When you first sign up for Monarch, we will automatically import your most recent transactions and estimate a budget for you! Your first step should be to double-check that information and adapt it...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • 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
  • Can I share my account with someone else?

    You can invite others to share your Monarch Money account! Members of the household create seperate logins and passwords but have the same level of visibility and access to manage accounts, transac...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • How do I use a discount code at checkout?

    Occasionally, we run specials that further reduce the cost of subscribing. When this happens, we will make a code available for a limited period of time. This code has to be entered at your web bil...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote
  • Splitting Transactions

    You can split transactions into multiple transactions, each with its own categories, from your Transactions page. These split transactions will all show up on your Transactions page and you can se...

    • Edited
    • 1 follower
    • 0 comments
    • 4 votes