New navigation on mobile: The “Plan” is back in the main 5 navigation items at the bottom now. There is also a new sidebar menu that can be accessed by tapping your user profile icon in the top left to view extra sections and settings.
Transactions can now be deleted from a synced account. Also, manual transactions can now be added to a synced account. Balances for synced accounts are still independent of the transactions since the balance is provided directly from the bank.
Bulk editing of transactions can now clear tags and notes
New “left to plan” footer row in green at the bottom of the budget screen more clearly shows how a budget balances
New “Help & Support” menu consolidates the help center, feature request and contact support links. This allows the left navigation to fit on a common 13” laptop screen without needing to scroll anymore.
Fixed a bug where the privacy screen in the mobile app would not show when switching apps. Also added a dark mode privacy screen.
Fixed a bug where some people were not able to upload Apple Card statements
Fixed a bug where the category name on the budget screen was not clickable to the category detail screen
The QR code for setting up multi-factor authentication now works in dark mode
Some deleted transactions were showing back up when syncing. They should stay deleted now.
Washington DC was missing from the list of states in user profiles. The US capitol has been restored.
Investment section on Mobile: This will have much of the same functionality that exists on web today.
Cash Flow Improvements: New options to filter cash flow by tag, account, category etc. Also will allow the graph to be grouped by different time intervals such as weekly or yearly.
Chart Downloads: Starting with investment graphs you will be able to 1-click download PNG images of any investment graph. Planning to expand to all charts across Monarch.
Transaction Review: A new system that will use the rules to mark transactions that need review using criteria such as merchant, amount, category, account etc.
Recurring Transactions: A new section in Monarch to view recurring transactions such as bills and subscriptions.