Planning updates, Apple & Google sign in, mobile bulk transaction edit and more

Planning updates, Apple & Google sign in, mobile bulk transaction edit and more

Planning updates

Your plan allows you to track income, spending, savings, and goals together. Now we’ve made it even easier to see your past cash flow and your future plans in one view across months and years.

Changes you’ll notice:

  • New easier to use view of all months and years on the Forecast tab

  • View multiple months or multiple years together

  • View your expected monthly and annual savings based on your plan

  • Edit multiple months at a time, including adding in one off expenses, without leaving the page

We’re more than half way through 2021, ready to start dialing in your plan for next year? 

Sign in with Apple and Google

Aug - Single Sign On

Connect your Monarch account to your Apple ID or Google Account to simplify how you sign in to Monarch.

Bulk edit transactions in the mobile app

Aug - Mobile bulk edit

A highly requested feature, bulk editing transactions is now available in our mobile apps! 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 Investment Holdings page, we updated the time range shortcuts on the Investments pages to This Month, This Year, Last 3 Years.

  2. We added a new weekly push notification to remind you to review your monthly progress. You can manage all your notifications from the Notification Settings page.

  3. We fixed an issue where transaction notes were missing from the CSV when you exported transactions.

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.