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Sean Ellis

  • Total activity 28
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Activity overview

Latest activity by Sean Ellis
  • Sean Ellis created an article,

    Sharing Guest Passes

    We know that sometimes our customers feel like sharing Monarch with the world. We want what they want, so we have created Guest Passes! On web, subscribed users will find their Guest Passes page by...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sean Ellis created an article,

    Editing Account Information

    Changing your account type and other account info is easy! By selecting an account and then “Edit Account” on web (or by clicking the three dots in the upper right in mobile, then selecting it), yo...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sean Ellis created an article,

    Using Manual Accounts

    Manual accounts are not connected to a bank and are updated by you. Using manual accounts, you can track anything... from valuables like jewelry or real estate to a bank account that is not able to...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sean Ellis created an article,

    Customizing your dashboard

    Make Monarch your own by customizing your dashboard. You can pick and choose which widgets you see and which order they are in. Want to move your net worth to the top? No problem! Want to hide your...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sean Ellis created an article,

    How do I track real estate and valuables?

    You may want to account for the value of a holding that is not connected to a financial institution. This can be done by adding a Manual Account and a balance that can be updated by you. With this ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sean Ellis created an article,

    Connecting with Capital One & Charles Schwab

    Monarch Money has recently improved how we connect to Capital One and Charles Schwab accounts so that they are more stable and reliable. If you have added your account prior to February 2021, your ...

    • Edited
    • 1 follower
    • 0 comments
    • 4 votes
  • Sean Ellis created an article,

    Notification Options

    Click the Bell icon at the top of your dashboard to see new notifications and to scroll through past notifications. Don't want certain notifications? Click the gear wheel that appears next to "N...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sean Ellis created an article,

    How do I remove/disconnect/delete a financial account?

    After you add your Synced and Manual accounts you may find that you have added an account you no longer want to see. In Monarch Money, you have the ability to add or remove accounts whenever you li...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sean Ellis created an article,

    Multi Factor Authentication 

    You can add another layer of security to your Monarch account by turning on multi-factor-authentication. To enable MFA, use Monarch in your web browser and select "Security" after clicking on your ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Sean Ellis created an article,

    Force refresh your bank accounts

    We expect your accounts to be updated every 24 hours, but sometimes there are delays or you just want it NOW! You don't have to wait for an update, you can get one on demand with the click of a but...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes