Getting Started Guide

Woohoo you've signed up for Monarch and you're ready to use Monarch to manage your personal finances 🙌 Congrats on taking this first step 🌈


It won't take long to get started and then you'll have the full picture of your finances 👀


1. Get your info in

2. Get your info correct

3. Track and Review

  • Look at your Spending report to see where your money is going and your savings rate over time
  • Setup a budget to plan out your spending and more easily track it throughout the month.

4. Get notified when things change

  • Setup your notification preferences


Repeat! 🎉🚀☀️




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