Sync Apple Card, Cash, and Savings on iOS 17.4
We’re very excited to be one of the first personal finance apps to offer full Apple Card support with the launch of iOS 17.4! Monarch can now sync directly with your Apple Wallet on iOS devices, and pull in your transactions and balance history with Apple Card, Apple Cash, and Savings from Apple Card automatically. We are currently rolling out access to this feature. To gain access, you’ll need to upgrade to iOS 17.4 on your device and download the latest version of Monarch (1.0.190).
With this feature, we’ll sync your transactions automatically, and you will no longer need to import statements once the month ends. You'll be able to budget for your purchases made with Apple Card throughout the month, and have access to your live spending data. Check out our instructions here for more information.
For those with existing Apple Card accounts in Monarch, we recommend you sync your Apple Card again as a new account, and remove or hide the old accounts. You can also merge your history from your old Apple Card account to the new one using our merge account flows on desktop, which lets you choose whether you want to move over your old transactions and/or balances.
Other Improvements
Updated the net worth chart on the dashboard on mobile to use the new line chart style, with different date range options
Added back the ability to see your current asset and liability breakdown on the accounts screen on mobile
Updated account detail screen on mobile to use new line chart with better performance
Added the ability to export transactions and account balances on web when not in an active subscription, giving everyone access to their data regardless of their subscription status
Added more filters to the Reports feature to let you better analyze your cash flow data
Added the ability to adjust a manual account’s balance automatically when uploading a CSV of transactions
Bug Fixes
Fixed an issue where if you tried to download a CSV of your “needs review” transactions, it was ignoring the “needs review” filter and downloading all transactions
Bug fixes and performance improvements related to balance history uploading
A number of back-end and infrastructure fixes and improvements to maintain and improve performance
What’s Next
It’s only been a few weeks since our last product update, but we wanted to share the progress we made on Apple Wallet syncing and all of the other improvements we’ve shipped. We’re still hard at work on these big features coming next:
A completely overhauled goals system
The ability to track bill due dates
The fixed / flex budgeting system
We're Hiring!
We'll be hiring for a number of new roles across engineering, product, design, and marketing so that we can move even faster and better serve you. These roles will be posted in the coming weeks. We love hiring Monarch customers, so if this sounds interesting keep an eye on our careers page for the new roles.
Check out our Public Roadmap to see more details about what we’re working on currently, and what we’re considering building next.