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Sean Ellis

  • Total activity 51
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Articles

Recent activity by Sean Ellis
  • Monarch Investments

    Investments is a beta feature available in web. To view, simply click on "Investments" in the left-hand column. Our goal with Monarch Money Investments is to give users a way to analyze their entir...

    • Edited
    • 1 follower
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    • 0 votes
  • What is Federated Sign-In?

    Sign in (and sign up!) easily with federated sign-in! By signing in with your Google or Apple credentials, you're able to sign in more easily and are less likely to make mistakes when you forget ex...

    • Edited
    • 1 follower
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  • How do I edit multiple transactions at once?

    Save your time and sanity by editing multiple transactions all at once! When “edit multiple” is selected, new checkboxes are exposed. Select all the transactions you like, and then edit merchant, ...

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    • 1 follower
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    • 1 vote
  • What is the price of a subscription?

    Check our pricing page! By subscribing, you are able to directly support our mission to improve your financial health and help you achieve your dreams. We are confident we will provide more value t...

    • Edited
    • 1 follower
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  • Does Monarch support Multi-factor Authentication for my account?

    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 ...

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    • 1 follower
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  • Adding manual transactions

    Within Manual Accounts (only) 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 trac...

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    • 1 follower
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    • -1 votes
  • 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. See the gif below for an idea of how ...

    • Edited
    • 1 follower
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    • 2 votes
  • Why do I see duplicate transactions?

    This can be fixed! First, we need to find out where the error is. Log in directly to your banking website and verify that the transaction is not duplicated there. If the transaction is listed as "P...

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    • 1 follower
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    • 1 vote
  • 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 interfere with our ability to turn on new features, debug issues, and more. We promise to never show you ads, so you will n...

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    • 1 follower
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    • 0 votes
  • How do I track real estate and valuables with a manual account?

    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