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Sean Ellis

  • Total activity 40
  • Last activity
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  • Followed by 1 user
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Activity overview

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

    Monarch Investments

    Our goal with Monarch Money Investments is to give users a way to analyze their entire investment portfolio spread across multiple institutions and accounts. We want to help you best visualize how ...

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

    Can I add my Apple Card?

    Supported as of version 1.0.20 Monarch now supports Apple Card. Now, by exporting your statements from the Wallet app and importing them into Monarch you can finally have all your accounts in one p...

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

    How can I share Monarch with friends?

    We hear from many Monarch users who want to share Monarch Money with the world. We want what they want, so we have created Guest Passes! On web, subscribed users will find their Guest Passes page b...

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

    Can I edit my account information?

    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), you can change the following account information: Name Type ...

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

    Using Manual Accounts

    Manual accounts are updated by you and not connected to any bank. This way, you can track anything... from valuables like jewelry, real estate, a bank account you can't sync, or to track cash-on-ha...

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

    Adding manual transactions

    You can manually create transactions in Monarch to track spending, income, and transfers that happen outside of your connected accounts. This provides two ways of tracking info with manual accounts...

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

    Customizing your dashboard

    Make Monarch your own by choosing the widgets you see and the order they are in. Want to move your net worth to the top? No problem! Want to hide your net worth from the dashboard? Go for it!  At t...

    • 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 with a balance that can be updated by you. With this...

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

    Why don't I see new features? (ad blocker effects on Monarch)

    We respect a user's decision to use privacy blockers, but they will often block our ability to turn on new features, debug issues and etc. We promise to never show you ads, so you will not need ad ...

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

    Connecting with Capital One, Charles Schwab & Wells Fargo

    Monarch Money connects differently to Capital One, Charles Schwab, and Wells Fargo accounts. If you have added your account in a way differently than described below, your first step is to disconne...

    • Edited
    • 1 follower
    • 0 comments
    • 3 votes