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Sean Ellis

  • Total activity 91
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 2 users
  • Votes 2
  • Subscriptions 36

Activity overview

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

    How do I delete my account information?

    You can permanently remove your account info on the Billing Settings page.   On this page you'll see an option to "Delete my Monarch household".    When you select this option you will be permanen...

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

    How do I import data from Mint?

    Mint allows you to export your transactions into the CSV format which you can import into Monarch in comma-separated value (CSV) format. Importing multiple accounts If you have more than 1 account ...

    • Edited
    • 2 followers
    • 0 comments
    • 1 vote
  • Sean Ellis created an article,

    Do you have an IPad app?

    Yes! Just download Monarch Money in the app store and enjoy the app on iOS or iPadOS 11.0 or later!

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

    How do I request a refund?

    Whether your trial ended and you were charged or you paid and changed your mind, you can reach out to support@monarchmoney.com and we will help out! Subscriptions set up in your Billing tab or the ...

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

    Rollover Budgets

    Note: rollovers is being released throughout January 2022 so this feature may not be available to everyone quite yet. Rollovers let you carry a left over amount in a budget category into the next m...

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

    How do I import data in CSV format?

    You can import transactions in to Monarch using the CSV format. Many banks and other finance apps such as Mint, Personal Capital or YNAB allow you to export transactions in the CSV format. CSV impo...

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

    How do I use tags?

    Tags are a a simple way to organize your transactions apart from the more structured categories used when planning or tracking a budget. Transactions can have multiple tags unlike categories which ...

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

    Which cryptocurrency coins are supported?

    When you connect a Coinbase account to Monarch it receives the current price and tracks any future price changes. Any coins supported by Coinbase will be tracked in real time going forward. However...

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

    How do I track cryptocurrency as an investment?

    Crypto accounts are listed along with any other investment accounts and as an asset type in the Investments section. Each coin is listed as an individual holding. The same real-time pricing is used...

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

    How do I rearrange the order of my accounts?

    If you want to view your Investments above your cash accounts or see your personal accounts and business accounts all lined seperately, it's easy to do on Web. Just drag them to where you want! Che...

    • Edited
    • 1 follower
    • 0 comments
    • 1 vote