My account is coming in as the wrong type

Monarch connects to thousands of institutions. Sometimes when a bank account is connected to Monarch it can be labeled as an incorrect type. For example, it's labeled as a Checking account when it's truly a Savings account.

You can correct the label from your account on web (not yet available in the mobile app).

  1. Go to your Accounts page
  2. Scroll down to the specific account and click on it
  3. Click on the "Edit Account" button in the top right
  4. Choose in the dropdown menu the correct type and subtype
  5. Click the "Save" button

If something still doesn't look right after going through these steps, please let us know by emailing support@monarchmoney.com

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