Amazon orders are rarely just one item—so why should they be one category? Whether it's socks, supplements, or shampoo, Monarch can now help break it all down for you so you can do the shopping, and we can do the sorting!

Our new Chrome extension helps Monarch sync with Amazon (and other retailers to come) to better categorize and split your retail purchases—automatically. You’ll now have…

• 🧠 Smarter categorization
• 🧹 Cleaner budgets and reports
• ⏱️ Way less manual editing
• 🗒️ Notes to remind you of the details of a transaction

Here’s how it works

• Download the extension and follow the steps to connect to both Monarch and Amazon.
• Start your initial sync, which will include the last three months. You can sync older orders from within the extension settings.
• Any orders that are matched to transactions in Monarch will be split and/or recategorized as needed. We’ll even add notes with details from your order.
• You can choose to have a new sync occur every 24 hours to pull any fresh orders (just note your browser will have to be open for this to take place).

Based on your feedback, we built the extension to support Amazon first and plan to add additional retailers in the future. Target is next up, but let us know which retailers matter most to you!

We chose to build this feature as a browser extension instead of natively within Monarch largely due to the fact that Amazon doesn’t offer a public API. A browser extension helps us deliver the most reliable experience today, and we’ve designed in a way that can be easily integrated in the future if Amazon does releases an official API.

A few important notes:

• The extension works with Chrome and Chrome compatible browsers including Microsoft Edge, Brave, Opera, Vivaldi, and Kiwi.
• While the extension currently supports Amazon US, we are planning to add support for Amazon Canada shortly.
• Refunds are not categorized by the extension at this time, and we are looking into how we might support this in the future.

Additional improvements

In addition to the Monarch Extension, there are a number of improvements that have gone out lately that we don’t want you to miss.

🎁 Give and get more when you share

Know someone who would love Monarch? We’ve enhanced our referral program so you can share Monarch and both get rewarded.

Let friends, family, and even co-workers know they can get 50% off their first year with Monarch through your referral, and we’ll thank you with a $50 gift card when they subscribe. You can earn up to $500 in a year by referring 10 friends!

🔄 Transfer account data

We’ve rolled out a new way to seamlessly transfer transaction and balance history from an old account to a new one — no more CSV downloads and uploads. Now, you’re able to transfer data in just a few clicks! To access the feature, head to the Accounts page on desktop web, click into the account you want to transfer from, choose Edit, and you’ll see the new Transfer data option.

🔔 Notification accuracy

We’ve fixed the logic for notification badge numbers to ensure it matches unread notifications in the app. This is just one of many improvements to notifications that you’ll see roll out very soon.

💰 Continued Flex Budgeting improvements

You can now move money between fixed categories, non-monthly categories, and your flexible budget.

We’ve also added a line for your “Unallocated flexible budget” to make things easier to track. While we recommend keeping things simple by budgeting just at the Flexible level, we know some people prefer to budget individual categories too. This update helps clarify any gaps between your overall flexible budget and what's been allocated underneath it.

✨ Transactions and reports

We’ve made a number of improvements related to transactions and the reports page, including:

• Added the ability to filter for “untagged transactions” (highly requested by those in our Reddit community!)
• Updated bar charts to include an average line
• Added the ability to quickly create a new manual transaction by duplicating and editing an existing transaction
• Enabled rule creation directly from a transaction, with key details like merchant and amount pre-filled. Both this and the ability to duplicate can be found as options behind the three dots from the transaction detail page.

🇨🇦 Canadian address support

We’ve updated the household settings page to include support for Canadian addresses.

Bug fixes

We fixed a bug that was causing issues when typing in the merchant search field.

What’s Next

• Our improvements to the Goals feature is in progress and we’ll be running some prototypes by users soon. We’ll continue to share more updates on Goals progress, we know its eagerly awaited!
• We’re working on bringing Reports to mobile, so you can access them no matter where you are.
• Soon you’ll have the ability to track your credit score within Monarch, bringing more of your financial picture into one place.
• Notifications are getting an upgrade. This includes new notification options and a refresh of the preferences center so that you can be sure you’re getting what’s most helpful and opt out of getting what’s not.
• We’ve got a lot more coming, including a little something for our Android users!

We’re hiring

We're hiring for a number of roles at Monarch across product, engineering, and marketing. We love hiring Monarch members, so if this sounds interesting, check out our careers page.