Monthly review, bulk transaction editing

Monthly review, bulk transaction editing

Review your month so far

Research shows frequently checking in with your finances helps you stay in control. So, we’ve added a new monthly progress feature that gives you a quick way to see where you are in the month across your cash flow, plan, and net worth.

You can also view past months to see how you did at the end of the month.


Bulk edit transactions

Bulk edit transactions

A highly requested feature we've built bulk editing transactions, available first on the web, you can select multiple transactions at once and edit them in one place. You can even hide multiple transactions straight from the Transactions page.


Other Improvements

  1. On the Investments Performance page, we made the headers sortable so you can sort your holdings however you like.

  2. On the web, we added a new Investments dashboard widget. Like all widgets, this can be rearranged on the page or hidden completely.

  3. We added a new push notification for when a new Apple Card statement is ready for import.

The modern way to manage your money

Monarch is an all-in-one platform that brings together everything you need to optimize your finances. Join thousands of families using Monarch to achieve financial resilience.