Accounts

hotspotType: Swipe

screenPatterns: Dashboard Dashboard

screenKeywords:
12:00 V4l
o Dashboard Ba
GETTING STARTED
Congratulations Jane,
you’'ve set up your account
____°
A Addanacecount °
4 Customize-categories (-]
© Createagosal °
~/  Createabudget °
Hide this widget
< January 2024 >
MON TUE WED THU FRI SAT SUN
° 2 3 4 5 6 7
N S B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
o Accounts 0
CASH
$1,000.00
7 $1,000.00 (0%) THIS MONTH
$ Feb 2024 22 hours ago
epruar
Y $100.00
$ b ] 21 hours ago
eposit
P $900.00
& Show 1 hidden account
INVESTMENTS
$200.00
72 $200.00 (0%) THIS MONTH
A Reti 22 hours ago
etirement
$200.00
LOANS
$50.00
7 $50.00 (0%) THIS MONTH
n € B8 dh W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
o Accounts o0 p
ours ago
February 2024
® Y $100.00
$ b . 21 hours ago
eposit
P $900.00
& Show 1 hidden account
INVESTMENTS
$200.00
2 $200.00 (0%) THIS MONTH
M Reti 22 hours ago
etirement
$200.00
LOANS
$50.00
A $50.00 (0%) THIS MONTH
20 hours ago
& Student loan
$50.00
+ Add an account
mn € B8 e W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
o Accounts 0
NET WORTH ®
$1,150.00
72 $1,150 (0%) THIS MONTH
$1.2K
$1K
$800
$600
$400
$200
$0 L)
FEB '24
°
CASH
$1,000.00
7 $1,000.00 (0%) THIS MONTH
$ Feb 2024 22 hours ago
epruar
Y $100.00
$ b ] 21 hours ago
eposit
P $900.00
m €& B8 e @ B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o Accounts o0 p
Liabilities $0.00
No liabilities accounts
You haven't added any liabilities to
Monarch. Add an account now to
track your net worth.
[ J
CASH
$100.00
2 $100.00 (0%) THIS MONTH
$ Feb 2024 12 hours ago
epruar
Y $100.00
+ Add an account
mn €& B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
o Accounts oo A
Liabilities $50.00
© Loans $50.00
°
CASH
$1,000.00
7 $1,000.00 (0%) THIS MONTH
22 hours ago
February 2024
® Y $100.00
$ b it 21 hours ago
eposli
P $900.00
mn € 8 d W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
o Accounts oo A
Assets $1,200.00
® Cash $1,000.00
® |nvestments $200.00
°
CASH
$1,000.00
7 $1,000.00 (0%) THIS MONTH
22 hours ago
February 2024
® Y $100.00
$ b it 21 hours ago
eposi
P $900.00
mn € 8 d W B
Dashboard Accounts Transactions Cash Flow Budget Recurring


Adding a manual account

appName: Monarch

appCategory: Finance

appTagline: The modern way to manage your money

companyHqRegion: US & Canada

companyStage: Early Stage

platform: android

hotspotType: Scroll Vertically

hotspotType: Tap

screenElements:
Stacked List
Icon

screenElements:
Card
Stacked List
Icon
Button

screenKeywords:
12:00 4l

e coe

Current balance

$0.00

Summary

Connection status S

> Last update -

NS B b M B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l
< Add cash
Name February 2024
Type Savings v
Balance $100
1 2 3 -
t 101 ° N
7 8 9 &
|12:00 V4l
< $  February 2024
Recent Transactions
No transactions yet.
We couldn't find any transactions for
this account.
Summary
€ Account type Savings
$ Total transactions 0
A £ B8 b W G
Dashboard Accounts Transactions Cash Flow Budget Recurring
|IR T
CD
Cash Management
Checking
Mobile Payment System
Money Market
Prepaid
Savings
|12:00 V4l
< Add cash
Name February 2024
Type Savings v
Balance
|12:00 V41l
Add Account X
Q Search 13,000+ institutions
CQE-ED
Connect banks & credit cards
0 ADDED
g v (o
Connect investments & loans
0 ADDED
(Cl2
Add assets such as property, vehicles, & crypto
0 ADDED
Move from Mint to Monarch
IMPORT FROM CSV
Having issues with the options above? Try these
|12:00 V41
< Add manual account
A Investments >
B Credit Cards >
$ Cash >
B Loans >
$ Other >
(M Real Estate >
Q Valuables >
&> Vehicles >
T Other >
4 Other >
|12:00 V4l
< Add cash
Name February 2024
Type CD v
Balance
Add account
20 = GIF El o ® $
1 2 3 4 5 6 7 8 9 0
qw e r t y u i o p
a s d f g h j k |
& z x ¢c v b nm &
|12:00 4l
Add Account X
Q Search 13,000+ institutions
(C.2)
Add assets such as property, vehicles, & crypto
0 ADDED
Move from Mint to Monarch
IMPORT FROM CSV
Having issues with the options above? Try these
alternatives
MX
Finicity
Add a manual account
Request new connection
|12:00 V4l
< $  February 2024
Current balance
$100.00
> $0 (0%) ALLTIME
Recent Transactions
No transactions yet.
We couldn't find any transactions for
this account.
N & B8 o WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l
< Add cash
Name My Cash Accoun
Type CD v
Balance
8 [ ofr B °« @ ¢
1 2 3 4 5 6 7 8 9 0
QWEWRTYUI OFP
A S DF GH J K L
4 Z X C VB NM &


Creating a rule

screenElements:
Thumbnail
Stacked List

screenKeywords:
12:00 V4l
&« Link to goal
Link to goal
NS B b M B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
&« Link to goal
Link to goal q
Goal Select goal... v
NS B b M B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41
< Matches accounts
Matches accounts
N S B8 i M B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|&« Link to goal

Link to goal q

Goal 9 TriptoBali v

N S B8 i M B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l
< Create rule
SETTINGS PREVIEW (0)
IF THE TRANSACTION MATCHES...
Merchants >
Amount >
Categories >
Accounts
>
February 2024
THEN APPLY THESE UPDATES
Rename merchant >
Create rule
A & B8 o W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41
< Create rule
SETTINGS PREVIEW (0)
IF THE TRANSACTION MATCHES...
Merchants >
Amount >
Categories >
Accounts >
THEN APPLY THESE UPDATES
Rename merchant >
llnAAarA AntArnArg bY
Create rule
A & B8 o W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|< Rules +

Q Search

2 TRANSACTION RULES

If name contains "monarch"

If amount greater than $0.00 ,

Recategorize to B Financial & Legal Services

© Add tags Subscription, Bills

If account equals February 2024 N

Link to goal Trip to Bali

A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l

< Rules +

Q Search

1 TRANSACTION RULES

If name contains "monarch"

If amount greater than $0.00 ,

Recategorize to B Financial & Legal Services

© Add tags Subscription

A £ B8 b W G
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l
< Matches accounts
Matches accounts [
If account is
>
February 2024
A & B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|< Create rule
SETTINGS PREVIEW (0)

Update category >

Hide transaction

Add tags >

Review status >

Link to goal ;

Trip to Bali

Apply to 3 existing transactions

Create rule

A S B8 v W B

Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l

< Select goal

Q Search

No change
Trip to Bali

Where are my other goals?

N & B8 o WM B

Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l
< Matches accounts
Matches accounts [
If accounts are
>
Select accounts
A S B8 v W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 L4l

< Select accounts

Q Search

& February 2024 o

~” Retirement

[ Student loan

O PayPal

~"  Brokerage

1 selected

CLEAR ALL

A S B8 v W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 L4l
< Create rule
SETTINGS PREVIEW (0)
Rename merchant >
Update category >
Hide transaction
Add tags >
Review status >
Link to goal >
Apply to 0 existing transactions
Create rule
A S B i WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring


Inviting a household member/advisor

screenKeywords:
12:00 P41
Are you sure you want to delete this
invitation to your household?

CANCEL  DELETE
|12:00 4l
& Members +
HOUSEHOLD MEMBERS
Invite trusted members to your household for free.
They'll have full access to view and modify your
household's data.
P Jane Doe
Family Manager
@ idoe.mobbin2@gmail.com %
Feb 6, 2024
sinin
mn £ B8 d U =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|Add member
Add an advisor
Cancel
|&« Invite Member t...
Email jdoe.mobbin2@gmail.com
This person will have full access to your
household's data. You should only invite people you
trust and want to collaborate with.
8 = o B © @& ¢
1 2 3 4 5 6 7 8 9 0
qwe r t y u 1l o p
a s d f g h j k |
& z x ¢c v b nm &
v
|12:00 L4l

& »¢ Monarch

ACCOUNT

2 Profile >

(J Display & Navigation >

& Security >

0 Notifications >

HOUSEHOLD

M General >

A Members >

2% Preferences >

/\’) lnAatitiikiAanA by

A S B8 v W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
& Members +
HOUSEHOLD MEMBERS
Invite trusted members to your household for free.
They'll have full access to view and modify your
household's data.
P Jane Doe
Family Manager
sinin
mn £ B8 d U =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|&« Invite Member t...
Email Enter email address.
This person will have full access to your
household's data. You should only invite people you
trust and want to collaborate with.
Send invite
8 = o B © @& ¢
1 2 3 4 5 6 7 8 9 0
qwe r t y u 1l o p
a s d f g h j k |
& z x ¢c v b nm &
v
|< Invite Member t...
Email jdoe.mobbin2@gmail.com
This person will have full access to your
household's data. You should only invite people you
trust and want to collaborate with.

alnin
mn £ B8 dh W =

Dashboard Accounts Transactions Cash Flow Budget Recurring


Deleting a rule

screenKeywords:
12:00 V4l
Delete Rule
Are you sure you want to delete this rule?
Your transactions will not be affected.
CANCEL DELETE
|12:00 V41l
< Edit rule
SETTINGS PREVIEW (0)
IF THE TRANSACTION MATCHES...
Merchants >
Amount >
Categories >
Accounts
>
February 2024
THEN APPLY THESE UPDATES
Rename merchant >
Save rule
N & B8 o WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 L4l
< Edit rule
SETTINGS PREVIEW (0)
Hide transaction
Add tags >
Review status >
Link to goal ;
Trip to Bali
Apply to 3 existing transactions
Delete rule
Save rule
A S B8 v W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|< Rules +

Q Search

2 TRANSACTION RULES

If name contains "monarch"

If amount greater than $0.00 ,

Recategorize to B Financial & Legal Services

© Add tags Subscription, Bills

If account equals February 2024 N

Link to goal Trip to Bali

A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 L4l
< Edit rule
SETTINGS PREVIEW (0)
Hide transaction
Add tags >
Review status >
Link to goal ;
Trip to Bali
Apply to 3 existing transactions
Delete rule M
Save rule
A S B8 v W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|< Rules +

Q Search

1 TRANSACTION RULES

If name contains "monarch"

If amount greater than $0.00 ,

Recategorize to B Financial & Legal Services

© Add tags Subscription, Bills

A & B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring


Hiding user from channel

appName: YouTube Studio

appCategory: Photo & Video

appTagline: Publish, edit, analyze, reply

allAppCategories:
Entertainment
Photo & Video

screenKeywords:
12:00 V4l
Hide user
Hide this comment and future comments
from this user?
|]
© Studio ® 0 @
Published v I haven't responded X Se:
Going down on a curved hill e T
@jdoe1909 « 12 minutes ago
~ & please share more
i) oR E Remove
’ @jdoe1909 * 12 minute Report
&  hice scenery
5 %% E Hide user from channel
m (@I LLYE:EYP - 0 seconds ago
Thanks for watching
5 P " Q :
@jsmith.555 - 4 days ago
so peaceful...
L L B = Q :
@user-ft5s12nb9m - 4 days ago
woah cool
5 P " Q :
]
Ha ] [i1] R S
Dashboard Content Analytics Comments Earn
|3 Studio ® 0 @
Published v I haven't responded X Ses
. . o ’
Going down on a curved hill Wher 2
o @user-ws8rs8shég * 4 days ago
% WOowW
i) O Q :
@jsmith.555 - 4 days ago
so peaceful...
i P H Q :
@user-ft5s12nb9m - 4 days ago
woah cool
5 P " Q :
User hidden and comment removed
]
o5 ] [iL] R S
Dashboard Content Analytics Comments Earn


Adding a group

screenElements:
Stacked List
Tab

screenKeywords:
Add a category
Add group
Cancel
|12:00 4l
< Categories +
Q Search

INCOME EXPENSES TRANSFERS
& Income

Paychecks

i@ Interest

© @ BusinessIncome

© @ OtherIncome

A £ B8 b W G
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 V4l
< Add group Save
Name Business
Type v
Budget By category wv
Budget by individual categories within this group.

83 Business Businesses Businessman ¥
1 2 3 4 5 6 7 8 9 0

qgqwe r t y u i owp
a s d f g h j k |

& z x ¢c v b nm &
v
|12:00 4l
< Categories +
Q Search

INCOME EXPENSES TRANSFERS
¢ Business

& Income

Paychecks

¢ @ Otherlincome

i@ Interest

© @ BusinessIncome

i M Freelancing cusToM
N & B8 o WM B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|Income
Expenses
Transfers
|12:00 V41l
< Add group Save
Name Business
Type Income wv
Budget By category wv
Budget by individual categories within this group.
N & B8 o WM B

Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l
< Add group Save
Name Add a name..
Type %
Budget By category wv
Budget by individual categories within this group.
N & B8 o WM B

Dashboard Accounts Transactions Cash Flow Budget Recurring


Onboarding

actions:
Onboarding
Creating Account
Verifying
Subscribing & Upgrading

screenElements:
Logo
Illustration
Page Control
Button

screenPatterns:
Walkthrough
Welcome & Get Started
Login

screenElements:
Progress Indicator
Text Field

screenPatterns: Verification Signup

screenPatterns:
Subscription & Paywall
Pricing

screenElements:
Tile
Dropdown Menu
Logo
Illustration
Page Control
Button
Text Field
Logo
Icon
Progress Indicator
Text Field
Loading Indicator
Tile
Tile
Loading Indicator
Dialog

screenPatterns:
Account Setup
Walkthrough
Welcome & Get Started
Login
Account Setup
Walkthrough
Launch Screen
Signup
Walkthrough
Signup
Subscription & Paywall
Pricing
Verification
Signup
Subscription & Paywall

screenKeywords:
12:00 v 41

< Step 4 of 6
What brings you to Monarch?
Select your financial priorities below and we'll
help you achieve them in Monarch.

Manage my financial plan or budget

Pay down my debt

Save for a large purchase

Manage my money with a partner

Something else
|12:00 P4l
<« Step 1 0f 6
Add your email
To get started, create an account. This helps
us keep your financial information safe and
secure.
Email * example@domain.oorl
Send verification code
80 £ cofF @ & ® )
1 2 3 4 5 6 7 8 9 0
qwe r t y u 1l o p
a s d f g h j k |
& z x ¢c v b nm &
v
|United States
Canada
Other
|12:00 V4l
o Transactions
=, Starbucks $159.00
/° Walmart $124.00
The Cheesecake F... $160.00
1 Target $46.00
4 Spotify $123.00
The Cheesecake Fact... ® $130.00
7 Target $188.00
- 00
See your transaction history across all
of your accounts
- 00
A — weoww00
n £ & i W 8
Dashboard  Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
»¢ Monarch Signin
NET WORTH
$248,302
2 $2,5C
SPENDING
This month vs. last month
t $2,500
See all your money in one place
Monarch's intuitive dashboard brings all of
your accounts into one view, giving you a
complete picture of your finances.
@& Continue with Apple
G Continue with Google
OR
Sign up with email
|12:00 V4l
< Step 6 of 6
Tell us about yourself
Share a few more details about your personal
situation so we can tailor your experience.
Full Name * Jane Doe
Country of residence
A%
United States
Do you manage your finances with a partner? *
Yes No
88 Doe Does Doesnt &
1 2 3 4 5 6 7 8 9 0
q w e T t y u | O p
a s d f g h j k |
& z x ¢c v b nm &
v
|12:00 4l
o Accounts coo p
$89.45
[J
$0.00
View all of your account balances and
net worth history
M €& B8 e W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l
»¢ Monarch Signin
No ads, always private and secure
Monarch uses bank-level security, and never
stores your financial credentials. We'll also
never show you ads, ever.
@& Continue with Apple
G Continue with Google
OR
Sign up with email
|Google Play
Processing
|e e
><
|12:00 V41l
< Step 3 of 6
Create your password
Your password must be at least 8 characters
long, and include 1 symbol and 1 number.
PaSSWOrd oy
° Minimum 8 characters
° At least one number
° At least one symbol

Create password
|12:00 P4l
»¢ Monarch Signin
Planned Available
Expenses $1,700 $160
2 Rent $1,500 $0
# Utilities $100
i| Restaurants $100
See into your financial future
Use Monarch to predict when you'll hit your
goals, and see how changes to your budget
affect your finances over time.
@& Continue with Apple
G Continue with Google
OR
Sign up with email
|12:00 P4l
4.5 stars \\.’
* 4 * '\;
D0+ reviews /1Z
&
How your free trial works
Today
Sync your accounts to start tracking all of
your money in one place.
In 6 days
We'll send you a reminder email that your
trial is ending soon. Cancel anytime.
In 7 days
Your subscription starts February 13
unless you've canceled during the trial.
Select a plan that works for you
$99.99 / year $14.99 / month
$8.33 per month, $179.88 per year,
billed yearly billed monthly
Restore purchase Terms Privacy
|12:00 V4l
< Step 1 of 6
Add your email
To get started, create an account. This helps
us keep your financial information safe and
secure.
Email * jdoe.mobbim@gmail.con{
Send verification code
85 B e ® )
1 2 3 4 5 6 7 8 9 0
qw e r 1t y u I O Pp
a s d f g h j k |
& z x ¢c v b nm &
v
|12:00 v 41

< Step 5 of 6

Podcast

Twitter

Google

TikTok

Article or Blog

Walmart+

Facebook / Instagram

Financial professional

Reddit

Other
|12:00 P4l
<« Step 6 of 6
Tell us about yourself
Share a few more details about your personal
situation so we can tailor your experience.
Full Name * Jane Doe
Country of residence

A%
United States
Do you manage your finances with a partner? *
Do you work with a financial professional? *
Continue
|12:00 P4l
4.5 stars \\.’
* 4 * '\;
D0+ reviews /1Z
&
How your free trial works
Today
Sync your accounts to start tracking all of
your money in one place.
In 6 days
We'll send you a reminder email that your
trial is ending soon. Cancel anytime.
In 7 days
Your subscription starts February 13
unless you've canceled during the trial.
Select a plan that works for you
$99.99 / year $14.99 / month
$8.33 per month, $179.88 per year,
billed yearly billed monthly
Restore purchase Terms Privacy
|12:00 V4l
< Step 6 of 6
Tell us about yourself
Share a few more details about your personal
situation so we can tailor your experience.
Full Name * Tell us your name.|
Country of residence
A%
United States
Do you manage your finances with a partner? *
Yes No
80 & coF [ e ® \
1 2 3 4 5 6 7 8 9 0
QWEWRTYUI OP
A S DF GH J K L
4 Z X CVBNM &
v
|12:00 P4l

<« Step 3 0of 6
Create your password
Your password must be at least 8 characters
long, and include 1 symbol and 1 number.
Password Enter password

Minimum 8 characters

At least one number

At least one symbol

Create password
|12:00 v 41

< Step 4 of 6
What brings you to Monarch?
Select your financial priorities below and we'll
help you achieve them in Monarch.

View all of my finances in one place

Manage my financial plan or budget

Track my income and spending

Pay down my debt

Save for a large purchase

Manage my money with a partner

Track my investments

Something else
|12:00 P4l
<« Step 2 of 6
Verify your email
We just sent a 6-digit code to
jdoe.mobbin1@gmail.com, enter it below:
Code* 123456
Resend code
Verify email
4 5 6 -
O
’ .
v
|12:00 4l
< Step 2 of 6
Verify your email
We just sent a 6-digit code to
jdoe.mobbinT@gmail.com, enter it below:
Code * 42169d
Resend code
Verify email
4 5 6 —
7 8 9 ]
O
’ .
|12:00 P4l
<« Step 1 0f 6
Add your email
To get started, create an account. This helps
us keep your financial information safe and
secure.
Email * jdoe.mobbinT@gmail.com
|12:00 v 41

< Step 5 of 6
How did you hear about Monarch?

Podcast

Twitter

Google

Friend or Family

TikTok

Article or Blog

Walmart+

Facebook / Instagram

Financial professional

Reddit

Other
|Google Play
m Monthly Subscription
Monarch: Budget & Track Money

Starting Feb 11, 2024 $14.99/month
+ tax

Add tax ®

+ Cancel anytime in Subscriptions on Google Play

« Your first charge will occur on Feb 11, 2024

VISA Visa-0687 >

You'll be charged $14.99 + tax automatically every month

until you cancel. Your price may change as described in the

Google Play Terms of Service. Learn how to cancel

By tapping "Subscribe”, you accept the following Google

Payments terms of service: Privacy Notice, Terms of Service -

Buyer (US).
|12:00 41
s Ny
Finte hApp ‘\;
oduct Hunt PRI
Subscribe and take your finances to
the next step with Monarch. Cancel
anytime.
$8.33/mo
Bank Connections
Transaction Rules
Investments & Crypto
Zillow Home Values
Custom Categories
Tags & Attachments
Rollover Budgets
Monthly Financial Report
Human Help & Support
|12:00 V4l
o Dashboard o
Jane, let's finish setting up
youraccount
m Add an account
4+ Customize categories
@ Createagoal
~/ Create a budget
See a snapshot of your most important
financial details at a glance
A S B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 v 41
< Step 5 of 6
Podcast
Twitter
Google
TikTok
Article or Blog
Walmart+
Facebook / Instagram
Financial professional
Reddit
Other
Next


Marking as completed

screenKeywords:
12:00 4l
e L X ]
TRIP TO BALI
$50 © Completed
. ]
Contributions ©®
Budget
$50
$0
Feb Mar Apr May Jun Jul
<
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 o4l
Delete goal


Filtering transactions

screenKeywords:
12:00 L4l
X Filters
Merchants N
All merchants
Amounts N
All amounts
Tags

>

All tags
Needs review
Hidden transactions
Split transactions
Recurring transactions
Transactions with notes
Transactions with attachments
CLEARALL Show 5+
|12:00 L4l
X Filters
DATE RANGE
ALL TIME THIS WEEK LAST WEEK THIS MONT

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Accounts

>
All accounts
Categories

>
All categories
Merchants

>
All merchants
Amounts

>
All amounts
Tags

>
All tags
CLEARALL Show 3+
|12:00 4l
X Filters
DATE RANGE
ALL TIME THIS WEEK LAST WEEK THIS MON

FILTER BY
Accounts N
All accounts
Categories

>
All categories
Merchants S
All merchants
Amounts

>
All amounts
Tags

>
All tags
CLEAR ALL Show 5+
|12:00 4l
° Transactions
1,
—F
FEBRUARY 7, 2024 +$400.00
Merchant B $90.00
ER ABCinc +$500.00
| Food center $10.00
]
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Dashboard  Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l
° Transactions
Bl
FEBRUARY 7, 2024 +$400.00
Merchant B $90.00
EE ABCinc +$500.00
| Food center $10.00
JANUARY 11, 2024 +$450.00
ER ABCinc +$450.00
DECEMBER 1, 2023 $90.00
Merchant C $90.00
n £ =2 i W B
Dashboard Accounts Transactions Cash Flow  Budget Recurring


Adding a transaction

screenKeywords:
12:00 V4l
< Select an account X
Q Search
February 2024
$ February 2024 °
|12:00 4l
° Transactions
- —
—F
FEBRUARY 7, 2024 $10.00
| Food center $10.00
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|12:00 L4l
New Transaction X
© DEBIT ® CREDIT
Merchant Merchant name..
Date February 7, 2024 ~
Account
>
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Category Select category... v
Notes Add notes..
Add Transaction
|12:00 V41l
New Transaction X
© DEBIT ® CREDIT
Merchant Food center
Date February 7, 2024 ~
Account
>
$ February 2024
Category 1 Restaurants & Bars v
Notes Add notes..
Adjust the account balance by $10.00 [
Add Transaction
|12:00 V41
° Transactions

- —

—F

No transactions
Connect an account to see
transactions here.
-

N S - o0 Iy B

Dashboard  Accounts Transactions Cash Flow Budget Recurring
|12:00 P41
Select category X
Q Search...
INCOME
ER Paychecks
@ Other Income
& Interest
AUTO & TRANSPORT
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&= Public Transit
@ Gas
4 Auto Maintenance
{1 Parking & Tolls
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GIFTS & DONATIONS
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|12:00 P41
New Transaction X
© DEBIT ® CREDIT
$10.00
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|12:00 P41
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BILLS & UTILITIES
@ Internet & Cable
B Phone
FOOD & DINING
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= Coffee Shops
TRAVEL & LIFESTYLE
& Travel & Vacation
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** Pets


Archiving a goal

screenKeywords:
12:00 V41
é L X ]
TRIP TO BALI
$50 © Archived
. ]
This goal has been archived
The history of the contributions and balances
are still here but budgets and tracking are no
longer on.
Contributions @
Budget
$50
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
Archive goal
Archiving this goal will disconnect from
the accounts you used, freeing them up
for other goals. You can still look at this
goal and its transaction history.
CANCEL  ARCHIVE
|12:00 o4l
Delete goal


Deleting a goal

screenKeywords:
12:00 4l
< Goals
EMERGENCY FUND
. ]
N & B8 h W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
Delete goal
Deleting this goal will disconnect it from
the accounts you used, freeing them up
for other goals. You will lose the history
of this goal.
CANCEL DELETE
|12:00 o4l
Delete goal


View financial progress

screenPatterns:
Acknowledgement & Success
Confetti

screenPatterns:
Acknowledgement & Success
Confetti
Charts
Charts
Loading

screenKeywords:
12:00 L4l
X
FEB 1-8
Top income categories
EB Paychecks $1,000.00
o—-0-0
Previous
|12:00 V41l
X

FEB 1-8
February's cash flow
Income $1,000.00
Expenses $150.00
Savings $850.00
o
|12:00 V41l
X
FEB 1-8
How your net worth
changed in February
$0.00
Assets
$0.00
Liabilities
$0.00
o—-0—-0—-0-0-0
Previous
|12:00 V41l
X

FEB1-8
Plan summary
& You are earning more than you planned so
far this month.
Income
D
$1,000.00 $500.00
Expenses
D
$150.00 $80.00
Previous
|X
Ready to check your progress
for the first time?

Research shows that reviewing what’s
happening with your money weekly helps
you stay in control and achieve your financial
goals faster.

Here's what we’ll cover

v/ Cash flow: How is your money coming and
going?

v/ Plan progress: How are you tracking
against your budget?

v Income & expenses: What are your top
income and expense categories?

v Net worth: How have your asset and
liability balances changed?

Get started
|12:00 L4l
X

FEB 1-8
How your liabilities
changed
Loans
$0.00
o—0—-0—-0-0-0-0-0-O
Previous
|12:00 V4l
X

FEB1-8
Top expense categories
& Loan Repayment $50.00
.= Auto Payment $45.00
4~ Auto Maintenance $45.00
' Restaurants & Bars $10.00
o—-0-0-O
Previous
|12:00 P4l
L 4 ® e =
- » Februargsnrogress . =X
o ° 'S [ ]
- o -
Great work!

You're all caught up on your financial
progress for February. Keep it up next
week!

Do you know someone who
could use Monarch?

When you refer others to Monarch, they
get an extended 30-day trial. To learn
more about referrals, check out our help
article.
]
|12:00 P4l
February's progress X
Great work!
You're all caught up on your financial
progress for February. Keep it up next
week!
Do you know someone who
could use Monarch?
When you refer others to Monarch, they
get an extended 30-day trial. To learn
more about referrals, check out our help
article.
Share Monarch
|12:00 V41l
X

NOV - FEB
Cash flow trends

$1K
$800
$600
$400
$200

$0

Nov '23 Dec '23 Jan'24 Feb '24

Previous
|12:00 V41
o Dashboard Ba
~/  Createabudget v

Hide this widget
February 2024
MON TUE WED THU FRI SAT SUN
o: -
.+ O

FEBRUARY'S PROGRESS

Check how you're doing this

month

NET WORTH ®

A & B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 L4l
X
FEB 1-8
Your asset breakdown
Investments
Cash

Investments 37%
Cash 63%
o—0-0—0-0-0-0-0
Previous
|12:00 L4l
X
FEB 1-8
Your liability breakdown
Loans 100%
o—0—-0-0-0-0-0-00-°O
Previous
|12:00 L4l
X
FEB 1-8
How your assets changed
Investments
$0.00
Cash
$0.00
o—-0—-0-0-0-0-0
Previous
|12:00 V4l
X
CALCULATING YOUR MONTH SO FAR
o *®


Deleting a group

screenKeywords:
12:00 P4l
< Edit group Save
Name Business
Budget By category wv
Budget by individual categories within this group.
Delete group v
N & B8 o WM B

Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
< Categories +
Q Search

INCOME EXPENSES TRANSFERS
¢ Business

& Income

Paychecks

¢ @ Otherlincome

i@ Interest

© @ BusinessIncome

i M Freelancing cusToM
N & B8 o WM B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 4l
< Categories +
Q Search

INCOME EXPENSES TRANSFERS
& Income

Paychecks

¢ @ Otherlincome

i@ Interest

© @ BusinessIncome

i M Freelancing cusTom
A £ B8 b W G
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 V41
CANCEL DELETE GROUP
Are you sure you want to delete Business?


Deleting transaction history

platform: ios

screenKeywords:
9:41 all T @

< »¢ Monarch

Merchants >

O Tags >

8 Data >

B8 Billing >

MISCELLANEOUS

B Terms of Use “

O Privacy Policy &

(> SignOut

VERSION 1.0.181

A & B8 b W B

Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|9:41 all @
< Delete transaction hist...
For synced accounts, the amount of historical
data Monarch receives can vary. This can lead
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your accounts.
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transaction
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OK

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A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
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|9:41 all § @
< Data
B3 Delete transaction history >
£ Delete account balance snapshots >
A S B8 hh W B
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. ]
|9:41 all ¥ @

< Delete transaction hist...
For synced accounts, the amount of historical
data Monarch receives can vary. This can lead
to different lengths of transaction history in
your accounts.
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your transactions by specifying a date below,
we’ll delete any transactions that occurred
before the date you specify. Manual accounts
will not be affected.
Delete transactions before... Select a date... v
Include synced transactions

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A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all ¥ @
< Delete account snapsh...
Monarch saves a snapshot of your balances in
synced accounts every day to track your net
worth overtime. You can delete any balance
history before the date you specify below.
This is useful for cleaning up historical data
when you didn’t have all of your accounts
synced yet. Manual accounts will not be
affected.

Delete account balance history before...
Select a date Date... v
Delete account snapshots
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all § @

< Delete transaction hist...
For synced accounts, the amount of historical
data Monarch receives can vary. This can lead
to different lengths of transaction history in
your accounts.
You can give yourself a clean start date for
your transactions by specifying a date below,
we’ll delete any transactions that occurred
before the date you specify. Manual accounts
will not be affected.
Delete transactions before... Jan 5, 2024 v
Include synced transactions

Include manually added transactions

Include transactions uploaded via CSV

Delete 1 transaction
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all @
< Delete transaction hist...
For synced accounts, the amount of historical
data Monarch receives can vary. This can lead
to different lengths of transaction history in
your accounts.
You can give yourself a clean start date for
your transactions by specifying a date below,
we’ll delete any transactions that occurred
before the date vaii enecifv Mannal accounts
will n
Are you sure you want to
delete 1 transaction?
This transaction will be permanently
removed from Monarch, and this action
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Cancel Delete
Include manually added transactions
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Delete 1 transaction
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]


Feature request

screenKeywords:
12:00 P41

& »¢ Monarch

& Share Monarch >

SUPPORT

D Help & Support >

® Feature Request &

47 What's New 4

ACCOUNT

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(J Display & Navigation >

& Security >

A & B8 i W B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 4l
o= . .
() % -tal.productboard.com + :
m Monarch Roadmap Q Q
IDEAS UP NEXT IN PROGRESS RECENTLY RELEA:!
Dashboard & System Wide
CSV import or export improvements
Support other formats with richer data like QFX or the
native formats from YNAB and other apps. Import and
map additional fields like balance history, tags,
investments etc
CSV export totals like categories, net worth,
budgets (not just raw transactions)
Instead of just having CSV exports of all raw data with
raw transactions offer an export of aggregate data
like categories, net worth (balances), budgets etc
deanced filters / search to exclude, and,
or. etc


Customizing categories

screenElements:
Top Navigation Bar
Card
Progress Indicator
Stacked List
Tab

screenKeywords:
12:00 4l
< Categories +
Q Search
INCOME EXPENSES TRANSFERS
& Transfers
Transfer
i == Credit Card Payment
© 42 Balance Adjustments
N & B8 o WM B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 P4l

X
Paycheck +$1,012.50
Income categories
Customize your income categories to
understand historical income and plan for
future income.
Next
|12:00 V4l
o Dashboard Ba
GETTING STARTED
Jane, let's finish setting up
your account
o
A Addanacecount °
4+ Customize categories
@ Create a goal
./ Create a budget
Hide this widget
< January 2024 >
MON TUE WED THU FRI SAT SUN
° 2 3 4 5 6 7
A & B8 i WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
< Categories +
Q Search

INCOME EXPENSES TRANSFERS
& Income

Paychecks

i@ Interest

© @ BusinessIncome

© @ OtherIncome

A £ B8 b W G
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 V4l
¢« Categories +
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INCOME EXPENSES TRANSFERS
Q
NS B b M B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o Dashboard Ba
GETTING STARTED
Jane, let's finish setting up
your account
C | (V]
A Addanacecount °
4 Customizecategories (- ]
@ Create a goal
./ Create a budget
Hide this widget
< January 2024 >
MON TUE WED THU FRI SAT SUN
° 2 3 4 5 6 7
A £ B8 h WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l

X
= Starbucks $12.98
Expense categories
Customize your expense categories to
understand historical spending and plan for
future expenses.
Next
|12:00 P41
< Categories +
Q Search
INCOME EXPENSES TRANSFERS
i Gifts & Donations
¢ S Charity
¢ §F Gifts
¢ Auto & Transport
¢ = Auto Payment
i == Public Transit
i § Gas
¢ 4’ Auto Maintenance
¢ | Parking & Tolls
A & B8 b W B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 P4l
X
Transfer to BOA $100.00
Transfer categories
Customize your transfer categories to
use when you move money between your
accounts or institutions.
Next


Editing my profile

screenPatterns:
My Account & Profile
Settings & Preferences

screenKeywords:
9:41 all ¥ @G

< Timezone

Q america ®
America/Montserrat

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America/New_York °
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America/North_Dakota/Beulah

A S B8 b W S
Dashboard Accounts Transactions Cash Flow Budget Recurring

. ]
|9:41 all ¥ @

< Profile

Full Name Jane Doe
Birthday February 18, 1995
Timezone America/New_York v
N s B b W B

Dashboard Accounts Transactions Cash Flow Budget Recurring
L
|9:41 all ¥ @
< Profile
Full Name Jane Doe
Birthday Select date...
Timezone v
Save
N s B b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
L
|9:41 all ¥ @
< Profile
Full Name Jane Doe
Birthday Select date...
Timezone v
Save
N s B b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
L
|9:41 ol ¥ @

< Timezone

Q Search

Africa/Abidjan

Africa/Accra

Africa/Addis_Ababa

Africa/Algiers

Africa/Asmera

Africa/Bamako

Africa/Bangui

NS B8 b O 8
Dashboard Accounts Transactions Cash Flow Budget Recurring
|CANCEL DONE
December 16 1993
January 17 1994

February 18 1995
March 19 1996
April 20 1997
|9:41 all ¥ @
< Profile
Full Name Jane Doe
Birthday Select date...
Timezone v
Save
N s B b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
L
|9:41 all ¥ @
< Profile
Full Name Jane Doe
Birthday Select date...
Timezone v
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Cancel
|9:41 all T @

¢« »¢ Monarch

8 Share Monarch >

SUPPORT

£ Help & Support >

® Feature Request &

4, What's New &

ACCOUNT

2 Profile >

(J Display & Navigation >

& Security >

A & B8 b W B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring


Splitting a transaction

screenPatterns:
Acknowledgement & Success
Other Content

screenKeywords:
9:41 all © @
Split Transaction X
Splitting a transaction will create individual
transactions that you can categorize and manage
separately.
Original transaction
B Gas station $90.00
Split transactions
® Add a split
LEFT TO SPLIT $9000
——
|9:41 ll ¥ @
CANCEL ADD SPLIT
$45.00
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|9:41 all ¥ @
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B Gas station $90.00
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® Add a split
LEFT TO SPLIT ® $0.00
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——
|9:41 all © @
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Category &% Auto Payment
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|9:41 ull ¥ @
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INCOME
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AUTO & TRANSPORT
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|9:41 ol ¥ @
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|9:41 ol ¥ @
< Gas station
$90.00
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Original Statement

History 1 transaction
Account $ February 2024
Category B Gas -

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Mark merchant as recurring
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|9:41 all ¥ @8
< Gas station
$90.00
Merchant Gas station v

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Account % February 2024
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Date February 7, 2024 ~
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n £ = oo U:ﬂ- | B

Dashboard Accounts Transactions Cash Flow  Budget Recurring
——
|9:41 all T @B
o Transactions

-,

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FEBRUARY 5, 2024 +$850.00
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\ Gas station < $45.00
ABC inc B8 & +$500.00
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Merchant B +$500.00
" | Food center $10.00
JANUARY 11, 2024 +$450.00
Merchant B +$450.00
JANUARY 7, 2024 +$500.00

n £ = o W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|9:41 all © @
Split Transaction X
Splitting a transaction will create individual
transactions that you can categorize and manage
separately.
Original transaction
B Gas station $90.00
Split transactions
%, Gas station $45.00
&8 Gas station $45.00
® Add a split
LEFT TO SPLIT ® $0.00
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. ]
|9:41 ll T @
CANCEL ADD SPLIT SAVE
$45.00
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Merchant Gas station
Category <, Auto Maintenance
. ]


appName: ExpressVPN

appCategory: Productivity

appTagline: Safe WiFi & private browsing

companyStage: Public & Mature

platform: web

pageType: Marketing

allAppCategories: Utilities Productivity

screenKeywords:
e EXpreSSVPN Whatls a VPN?  What We Offer v Download VPN v Support  Blog My Account @ English
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Download VPN 105 Countries About ExpressVPN Support Center
Mac VPN US VPN Trust Center VPN Setup Tutorials
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iPhone VPN (i0S) Canada VPN Security Audits Contact Us Need help? Chat with us!


What is my IP

hotspotType: Click

pagePatterns:
Landing Page
Footer Section

pageType: Marketing Marketing Marketing

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securely and with more anonymity, or enjoying a world of content
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Reordering a group

hotspotType: Tap & Hold

hotspotType: Drag

screenKeywords:
9:41 ol ¥ @
CANCEL Reorder groups SAVE
Q Search
INCOME EXPENSES TRANSFERS
i Gifts & Donations @
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¢ Housing e
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Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|9:41 all ¥ @
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Dashboard Accounts Transactions Cash Flow  Budget  Recurring
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CANCEL Reorder groups SAVE
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Dashboard Accounts Transactions Cash Flow  Budget Recurring
|9:41 ol ¥ @
CANCEL Reorder groups SAVE
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INCOME EXPENSES TRANSFERS
¢ Auto & Transport G
i Gifts & Donations @
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A & B8 b W B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|9:41 all ¥ @
< Categories +
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INCOME EXPENSES TRANSFERS
i Gifts & Donations
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that all disputes arising out of or relating to this Agreement or the use of
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Avoid ambiguous characters
(e.g., uppercase I, number 1, lowercase
1) Generate Multiple Passwords
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ExpressVPN security tools
PASSWORD GENERATOR
Get a secure and random password. All passwords are securely generated on your device only
@ and are never sent across the internet.
-
Strong! Could take 316,888 billion years to crack. ®
Character types Password length
[/ A-Z (uppercase) [¥ 0-9 . 26
[ a-z (lowercase) 1@#$%" etc.
. . Need more than one password?
Avoid ambiguous characters
(e.g., uppercase I, number 1, lowercase
1) Generate Multiple Passwords
Reset to default settings
Share this tool Offline version ®


Adding a credit card

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Windows PC VPN UK VPN Rights Center FAQ

iPhone VPN (iOS) Canada VPN Security Audits Contact Us

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|WhatlIsa VPN?  What We Offer v Download VPN v Support  Blog @ English
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