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
- Connect all your accounts
- Add Manual accounts for the accounts that can't be connected (including other assets and liabilities you have)
2. Get your info correct
- Manage your transaction categories (and see how we treat Transfers)
- Categorize your transactions correctly every time by creating transaction rules.
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