Billing

screenPatterns:
Settings & Preferences
Billing

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 ¥ @
< Billing
Current plan Monthly
Next payment $14.99 on Feb 12, 2024
Modify Subscription
N & B8 h W B
Dashboard Accounts Transactions Cash Flow Budget Recurring


Dashboard

appName: Monarch

appCategory: Finance

appTagline: The modern way to manage your money

companyHqRegion: US & Canada

companyStage: Early Stage

platform: ios

hotspotType: Scroll Vertically

hotspotType: Scroll Horizontally

screenPatterns: Calendar Charts Charts

screenKeywords:
9:41 all ¥ @8
(o] Dashboard 20
Hide this widget
< January 2024 >
MON TUE WED THU FRI SAT SUN
‘ 2 8 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 @
JANUARY'S REVIEW
Check out your financial
progress for January!
Open review
NET WORTH ®
N s B b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
L
|9:41 all § @8
(o] Dashboard =
GETTING STARTED
Congratulations Jane,
you've set up your account
—___°
m Add-an-account Q
*—# ; . . 0
® Createagodl Q
~ GCreate-abudget Q
Hide this widget
FEBRUARY'S PROGRESS v
Great job! You're up-to-date
with February's financial
progress
A &£ B8 i WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|9:41 all T @8
(o] Dashboard 8o
SPENDING LAST MONTH
= SPENDING THIS MONTH
BUDGET
February
Income
. |
$500 $700
Expenses
D
$100 $80 |
Goals
$0 $50
RECURRING
A S B8 b W S
Dashboard Accounts Transactions Cash Flow Budget Recurring
——
|9:41 all ¥ @B
o Dashboard 80
- $0 (0%) TODAY
TOP MOVERS TODAY
No investment holdings
with known securities
Please sync another investment
account to see top movers
GOALS
Your top priorities
TRIP TO BALI
e
$50
-
> $0 (0%) THIS MONTH
View all goals
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all ¥ @8
(o] Dashboard =
IEERE Nad b boU.UU
View all 7 transactions
SPENDING °ee

This month vs. last month
$100.00
$100
$80
$60
$40
$20
SPENDING LAST MONTH
= SPENDING THIS MONTH
BUDGET
February
N s B b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
L
|9:41 ol ¥ @
(o] Dashboard 20
Goals
$0 $50
RECURRING eee
2 upcoming this month
‘ ABC inc $500.00
Every 2 weeks Feb 19
‘ ABC inc +$500.00
Every 2 weeks Today
INVESTMENTS
$0.00
- $0 (0%) TODAY
TOP MOVERS TODAY
No investment holdings
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|9:41 all ¥ @B
é3 Dashboard 8g
Assets $1,200.00
® Cash $1,000.00
® Investments $200.00
[}
TRANSACTIONS coe
Most recent
ABC inc +$500.00
" | Food Center $10.00
A S B8 b W S
Dashboard Accounts Transactions Cash Flow Budget Recurring
|9:41 all ¥ @B
é3 Dashboard 8g
NET WORTH ®
$1,150.00
2 $1,150 (0%) THIS MONTH
$1.2K e
$1K .
$800 P
$600 .
$400 T
$200 T
$o0 S
FEB '24
[}
TRANSACTIONS coe
Most recent
ABC inc +$500.00
" | Food Center $10.00
N s B b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|9:41 all T @B
(o] Dashboard 20
$o0 S
FEB '24
[ ]
TRANSACTIONS coe
Most recent
& SL $50.00
ABC inc +$500.00
" | Food Center $10.00
B Gas station $90.00
View all 7 transactions
SPENDING
This month vs. last month
AN S B8 o W B8
Dashboard Accounts Transactions Cash Flow Budget Recurring


Tags

hotspotType: Tap

hotspotType: Keyboard Input

screenKeywords:
9:41 all ¥ @

< Tags +

Q Search

i @ Tax 0 TRANSACTIONS
i @ Reimburse 0 TRANSACTIONS
i @ Split 0 TRANSACTIONS
i @ Business 0 TRANSACTIONS
i Subscription 0 TRANSACTIONS
A &£ B8 i WM B
Dashboard Accounts Transactions Cash Flow  Budget Recurring

C___________________J
|9:41 all ¥ @

< Tags +

Q Search

i @ Tax 0 TRANSACTIONS
i @ Reimburse 0 TRANSACTIONS
i @ Split 0 TRANSACTIONS
i @ Business 0 TRANSACTIONS
i Subscription 0 TRANSACTIONS
i @ Bills 0 TRANSACTIONS
A &£ B8 i WM B
Dashboard Accounts Transactions Cash Flow  Budget Recurring

C___________________J
|9:41 ol ¥ @
< Add tag Save
Name Bills
Color (]
A & B8 b W B

Dashboard Accounts Transactions Cash Flow  Budget  Recurring
—
|9:41 all ¥ @
SELECT COLOR
———
|9:41 all T @
& »¢ Monarch
HOUSEHOLD
(M General >
2, Members 5
3T Preferences >
& Institutions >
ga Categories >
» Rules >
Merchants >
O Tags >
A & B8 b W B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
——
|9:41 all ¥ @
< Add tag Save
Name Bills
Color o
qw e r t vy u i op
a s d f g h j k |
. Z X C V b n m .
Y
|9:41 llll ? @'
< Add tag
Name Add a name..]
Color (]
QWERT Y U I OP
A S D F G H J K L
4 7 X C V B NM &
123 space
9


Terms of use

screenPatterns:
Settings & Preferences
Terms & Conditions

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

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Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|< Monar%r:n41 il T @
Coming from Mint? Import your history and get 50%
OFF with MINT50
Learn more >
»¢ Monarch =
Terms of Use
Effective June 12, 2023
PLEASE NOTE THAT YOUR USE OF
AND ACCESS TO OUR SERVICES
(DEFINED BELOW) ARE SUBJECT TO
THE FOLLOWING TERMS; IF YOU DO
NOT AGREE TO ALL OF THE
FOLLOWING, YOU MAY NOT USE OR
ACCESS THE SERVICES IN ANY
MANNER.
AA & monarchmoney.com X
M an


Security

platform: android

screenKeywords:
12:00 V41l
< Security
EMAIL & PASSWORD
Email
VERIFIED >
jdoe.mobbin1@gmail.com
Password >
SECURE YOUR ACCOUNT
0 Multi-Factor Authentication >
M Use Biometric Authentication q
alnin
n £ B8 b W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l
< Change Password
Current Password *
New Password *
Confirm Password *
Submit
anin
n £ B8 i W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l
< Security
EMAIL & PASSWORD
Email
VERIFIED >
jdoe.mobbin1@gmail.com
Password >
SECURE YOUR ACCOUNT
0 Multi-Factor Authentication >
M Use Biometric Authentication
alnin
n £ B8 b W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l
< Multi-Factor Authentication
Visit Monarch in your web browser to manage
multi-factor authentication. This will add another
layer of security to your account.
Open app.monarchmoney.com &
sl
n £ B8 b W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41

& »¢ Monarch

& Share Monarch >

SUPPORT

D Help & Support >

® Feature Request &

47 What's New 4

ACCOUNT

2 Profile >

(J Display & Navigation >

& Security >

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


Privacy Policy

screenPatterns:
Privacy Policy
Settings & Preferences

screenKeywords:
12:00 4l
(O 2% monarchmoney.com/;y + (@
Coming from Mint? Import your history and get 50%
Learn more >
»¢ Monarch
Privacy Policy
Effective August 31, 2023
At Monarch, we take your privacy
seriously. Please read this Privacy
Policy to learn how we treat your
personal data. By using or accessing
our Services in any manner, you
acknowledge that you accept the
practices and policies outlined below,
and you hereby consent that we will
collect, use and share your
information as described in this
Privacy Policy.
DAarmsAarmiharvr tlhar viAaiiviiaa Af MAanavalhla
|12:00 P41

& »¢ Monarch

Merchants >

O Tags >

8 Data >

B8 Billing >

MISCELLANEOUS

B Terms of Use 4

QO Privacy Policy 4

(> SignOut

VERSION 1.0.180

N & B8 o WM B

Dashboard Accounts Transactions Cash Flow  Budget  Recurring


Reordering a group

hotspotType: Tap & Hold

screenKeywords:
12:00 v 41
CANCEL Reorder groups SAVE
Q Search
INCOME EXPENSES TRANSFERS
¢ Auto & Transport e
i Gifts & Donations Q
i Housing 9
¢ Bills & Utilities (5 ]
#  Food & Dining 9
¢ Travel & Lifestyle e
' Shopping °
“ Children e
i Education Q
“  Health & Wellness o
A & B8 o @ B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 v 41
CANCEL Reorder groups SAVE
Q Search
INCOME EXPENSES TRANSFERS
i Gifts & Donations Q
i Auto & Transport o
© Housing 9
¢ Bills & Utilities (5 ]
#  Food & Dining 9
¢ Travel & Lifestyle e
' Shopping @
“ Children e
i Education Q
e T ;M
A & B8 o @ B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 v 41
< Categories +
Q Search
INCOME EXPENSES TRANSFERS
¢ Auto & Transport
¢ = Auto Payment
©  Em Public Transit
i § Gas
¢ 4’ Auto Maintenance
¢ | Parking & Tolls
% s Taxi &Ride Shares
i Gifts & Donations
¢ S Charity
A & B8 b O B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 v 41
CANCEL Reorder groups SAVE
Q Search
INCOME EXPENSES TRANSFERS
©  Auto & Transport o
i Gifts & Donations Q
i Housing 9
¢ Bills & Utilities (5 ]
#  Food & Dining 9
i Travel & Lifestyle e
i Shopping °
£ Children e
¢ Education Q
i Health & Wellness a
A & B8 b W B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|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


Deleting a merchant

screenPatterns:
Delete
Acknowledgement & Success

screenKeywords:
<« Delete merchant
Are you sure you want to delete the
"ABC inc" merchant?
There are 2 transactions still tied to this
merchant. Select a new merchant to update
these transactions to before deleting. The
rules targetting this merchant will also be
updated to the new merchant you select.
New merchant Merchant B v
Delete merchant

ainin

mn € B i W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|<« Delete merchant
Are you sure you want to delete the
"ABC inc" merchant?
There are 2 transactions still tied to this
merchant. Select a new merchant to update
these transactions to before deleting. The
rules targetting this merchant will also be
updated to the new merchant you select.
New merchant Select a merchant... v
Delete merchant

ainin

n £ B8 i W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41
Merchant successfully deleted
OKAY
||12:00 V4l
<« ABC inc 8 .-
FEB
February 2024
Total transactions 1
Average transaction
Total amount
Transactions
FEBRUARY 7, 2024 +$500.00
gB ABCinc 8
ainin
n £ B8 d W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41
o Recurring I +
UPCOMING ALL MERCHANTS
This month < >
SUN MON TUE WED THU FRI ST
1 2 3
4 5) 6 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29
There are no recurring
items this month.
® Add recurring
alnin
mn £ B dh W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l
< Select a merchant =
Q Search
‘ ABC inc
2 transactions
Food center
i} 1 transaction
Gas station
i} 1 transaction
Merchant C
i} 1 transaction
Merchant B
i} 1 transaction
SL
.
1 transaction
alnln
n £ B8 i W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
< Edit merchant
Name ABC inc
Mark merchant as recurring «
This merchant will show on the
Recurring section with expected
upcoming transactions.

Recurring frequency * Every 2 weeks v

Recurring type * Income v

Starting date * February 7, 2024 ~

Amount* $500.00

ainia

nmn € B d W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41


Goal action options

screenElements:
Hero Image
Progress Indicator

screenKeywords:
12:00 V41
e L X ]
TRIP TO BALI
$450 left to save
$50 Saved 10% of $500
[ )
Contributions @
Budget
$50
$0
Feb Mar Apr May Jun Jul
<
A S B8 v W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 o4l
Delete goal


Editing a transaction

screenKeywords:
12:00 4l
X Edit 1 transaction %
Merchant Search merchants.
Category Search category... v
Goal Select goal... v
This will only update for the transactions in
accounts assigned to this goal.
Date February 5, 2024 ~
Recurring Mark as recurring v
Notes No change v
Tags Add tags...
Hide transactions No change v
Review status Needs review v
Needs review by... Jane Doe v
|12:00 4l

X Edit 1 transaction Save
b 1 account selected

February 2024
Merchant Search merchants.
Category Search category... v
Goal Select goal... v
This will only update for the transactions in
accounts assigned to this goal.
Date February 5, 2024 ~
Recurring No change v
Notes No change v
Tags Add tags...
Hide transactions No change v
Review status No change v
|12:00 P4l
° Transactions
Bl
FEBRUARY 7, 2024 +$490.00
EE ABCinc +$500.00
| Food center $10.00
FEBRUARY 5, 2024 $90.00
Merchant B $90.00
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
|12:00 V4l
° Transactions CANCEL
- —
—F
SELECT ALL 5
FEBRUARY 7, 2024 +$400.00
° Merchant B $90.00
gEE ABCinc +$500.00
| Food center $10.00
JANUARY 11, 2024 +$450.00
gB ABCinc +$450.00
DECEMBER 1, 2023 $90.00
Merchant C $90.00
CLEAR ALL
|12:00 P4l
2024
Mon, Feb 5
< February 2024 >
s M T W T F s
1 2 3
4 ° 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29
CANCEL OK
|12:00 4l

X Edit 1 transaction Save
$ 1 account selected

February 2024
Merchant Search merchants.
Category Search category... v
Goal Select goal... v
This will only update for the transactions in
accounts assigned to this goal.
Date Change date... v
Recurring No change v
Notes No change v
Tags Add tags...
Hide transactions No change v
|CANCEL DOES THIS LOOK RIGHT?

Confirm this looks right to you, you will

be applying the following changes to 1
transaction.

Date February 5, 2024
Recurring Mark as recurring
Review status Needs review
Needs review by Jane Doe
||12:00 4l
X Edit 1 transaction Save
Merchant Search merchants.
Category Search category... v
Goal Select goal... v
This will only update for the transactions in
accounts assigned to this goal.
Date February 5, 2024 ~
Recurring Mark as recurring v
Notes No change v
Tags Add tags...
Hide transactions No change v
Review status Needs review v
Needs review by... Jane Doe v
|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
||12:00 4l
X Edit 1 transaction Save
Merchant Search merchants.
Category Search category... v
Goal Select goal... v
This will only update for the transactions in
accounts assigned to this goal.
Date February 5, 2024 ~
Recurring Mark as recurring v
Notes No change v
Tags Add tags...
Hide transactions No change v
Review status Needs review v
Needs review by... No change v
|12:00 V4l
° Transactions CANCEL

- —

—F

SELECT ALL 5

FEBRUARY 7, 2024 +$400.00
Merchant B $90.00
gEE ABCinc +$500.00
| Food center $10.00
JANUARY 11, 2024 +$450.00
gB ABCinc +$450.00
DECEMBER 1, 2023 $90.00
Merchant C $90.00


Disabling and deleting a category

actions:
Enabling & Disabling
Deleting & Removing

screenElements:
Stacked List
Tab

screenElements:
Bottom Sheet
Stacked List
Tab

screenKeywords:
12:00 4l
& Categories +
Q Search
INCOME EXPENSES TRANSFERS
& Income
Paychecks
% @ OtherIncome
i@ Interest
i M Freelancing cusTom
@ Business Income &
A £ B8 b W G
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 V41
CANCEL DISABLE CATEGORY
You will no longer see @ Business Income
as a category anywhere in our app, including
budgets, cash flow, or transactions.
|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 V41l
< Edit category Save
Name Freelancing
Emoji .
Type of category Income v
Group Income v
Delete category v

A £ B8 b W G
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
< Categories +
Q Search
INCOME EXPENSES TRANSFERS
©  Income
Paychecks
¢ @ Otherlincome
i@ Interest
@ Business Income &
A & B8 b O B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 V41
CANCEL DELETE CATEGORY
You will no longer see ™ Freelancing as a
category anywhere in our app, including
budgets, cash flow, or transactions.
|12:00 4l
< Edit category Save
System category
This category has automatic rules for transactions
that are matched with Business Income.

Name Business Income
Emoji 3§
Type of category Income v
Group Income v
Disable category v
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring


What’s new

screenPatterns:
Browser
Settings & Preferences

screenKeywords:
12:00 P4l
(O 25 monarchmoney.com/n =+ :
Coming from Mint? Import your history and get 50%
OFF with MINT50
Learn more >
»¢ Monarch 1) =
What's new
We're always working on new features
and improvements, check back here
for the latest updates to Monarch.
Join our Reddit community
We use cookies on this site to enhance your user
experience, improve our services, and to analyze our
web traffic. By clicking "Accept”, you agree to the
storing of cookies on your device for these purposes.
DAanAarre I"AannAacsia
|12:00 P41

& »¢ Monarch

& Share Monarch >

SUPPORT

D Help & Support >

® Feature Request &

47 What's New 4

ACCOUNT

2 Profile >

(J Display & Navigation >

& Security >

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


Editing a group

screenKeywords:
12:00 4l
< Edit group Save
Name Income
Budget By group v
Budget with a single number for all categories within
this group.

Delete group v
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l
< Edit group Save
Name Income
Budget By category wv
Budget by individual categories within this group.
Delete group v
A £ B8 b W G

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


Resetting password

screenKeywords:
12:00 V4l
Password Updated!
OK
|12:00 P41
< Change Password
Current Password * TTTITTTTTTN
NeW Password * eeccccccccccce
Confirm Password * TTTITTTTTTN
Submit
alnin
mn £ B dh W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41
< Change Password
Current Password * ETTTTTTTTTTeD
NeW PaSSWOrd * eeccccccccccce
Confirm Password * ETTTTTTTTTTeD
alnin
mn €& B8 dh W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l
< Change Password
Current Password *
New Password *
Confirm Password *
Submit
anin
n £ B8 i W =
Dashboard Accounts Transactions Cash Flow Budget Recurring


Removing a comment

appName: YouTube Studio

appCategory: Photo & Video

appTagline: Publish, edit, analyze, reply

screenElements: Avatar Chip

screenPatterns:
Comments
Filter & Sort

screenPatterns:
Delete
Comments
Filter & Sort

allAppCategories:
Entertainment
Photo & Video

screenKeywords:
© Studio ® o @
Published v I haven't responded X Ses
Going down on a curved hill Wher 2
; " @jdoe1909 - 12 minutes ago
e nice scenery
i P " QO :
£ [@QILEYEEY - 0 seconds ago
Thanks for watching
i P " QO :
@jsmith.555 - 4 days ago
so peaceful...
L L B = Q :
@user-ft5s12nb9m - 4 days ago
woah cool
5 &R 5| & :
]
H5 ] [i1] R S
Dashboard Content Analytics Comments Earn
|]
© 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
|12:00 P41
Remove comment
Remove @jdoe1909's comment and all of its
replies?
|3 Studio ® 0 @
Published v I haven't responded X Se:
Going down on a curved hill e T
@jdoe1909 - 7 seconds ago
~ & please share more
5 P " Q :
@jdoe1909 - 9 hours ago
& nice scenery
5 P " Q :
@jsmith.555 - 4 days ago
so peaceful...
5 P " Q :
@user-ft5s12nb9m - 4 days ago
woah cool
5 P " Q :
@user-nb9zvixt1m « 4 days ago
loving the clouds, thanks for sharing
5 P " Q :
Thanks for watching Thank you too Glad y
]
Ha ] [i1] R S
Dashboard Content Analytics Comments Earn


Deleting a goal

screenKeywords:
9:41 all ¥ @

e (XX ]
TRIP TO BALI

$450 left to save
$50 o
[ ]
Contributions ©

Customize goal
Mark as completed
Archive goal
Cancel
|9:41 all ¥ @8
< Goals
Ty
&:CI—-;
“
S h © B
A = =5 o
Dashboard Accounts Transactions Cash Flow Budget Recurring
L
|9:41 all ¥ @
e (XX ]
TRIP TO BALI
$400 left to save
$108 of $500
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.
Cont
Delete
Budget
$50
$0
Feb Mar Apr May Jun Jul
<
A S B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]


Privacy Policy

screenPatterns:
Settings & Preferences
Privacy Policy

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
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General information

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

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|9:41 all ¥ @

< Household

Name * Jane Doe's Household
Address 1226 University Dr
City Menlo Park
State California v
Zip Code 94025
N s B b W B

Dashboard Accounts Transactions Cash Flow Budget Recurring
|9:41 all ¥ @

< Household

Name * Jane Doe's Household
Address 1226 University Dr
City Menlo Park
State California v
Zip Code 94025
N s B b W B

Dashboard Accounts Transactions Cash Flow Budget Recurring
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Dashboard Accounts Transactions Cash Flow Budget Recurring
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Marking notification as reviewed

screenPatterns:
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Acknowledgement & Success

screenKeywords:
9:41 all ¥ @8
([ $ Transactions
p -
—F
FEBRUARY 4, 2024 $90.00
B Gas station $90.00
Mark all 1 reviewed
1
mn & & o W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 ol ¥ @
4o} Notifications X
Unread
& Transactions need review 1h

You have 1 transaction that needs to

be reviewed, with 1 marked for

review by you.

Clear all
. ]
|9:41 all ¥ @
e Transactions
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—F
You reviewed everything!
Uncategorized and transactions
flagged by custom rules will show up
here.
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[
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Dashboard Accounts Transactions Cash Flow Budget Recurring
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Institutions

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& Institutions >
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Dashboard Accounts Transactions Cash Flow  Budget  Recurring
——
|8:24 = &
< Institutions
Link all of your financial accounts to get a
complete view of your finances. For more
information about institutions we connect to
check out our help center

O PayPal
O Plaid « Last update Now
PayPal
Mobile Payment System
A S B8 b W S
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]


Dashboard

screenPatterns: Charts Charts

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 Dashboard Ba
> $0 (0%) TODAY
TOP MOVERS TODAY
No investment holdings
with known securities
Please sync another investment
account to see top movers
GOALS
Your top priorities
! TRIP TO BALI
T
= $50
-
> $0 (0%) THIS MONTH
View all goals
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o Dashboard Ba
$600
$400
$200
$o S
FEB'24
[ ]
TRANSACTIONS ecoe
Most recent
‘ SL $50.00
ER ABCinc +$500.00
| Food Center $10.00
Gas station $90.00
View all 7 transactions
A S B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
o Dashboard Ba
RECURRING °ee
1 upcoming this month
‘ ABC inc $500.00
Every 2 weeks Feb 19
INVESTMENTS
> $0 (0%) TODAY
TOP MOVERS TODAY
No investment holdings
with known securities
Please sync another investment
account to see top movers
GOALS
A & B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o Dashboard Ba
SPENDING LAST MONTH
—— SPENDING THIS MONTH
BUDGET
February
Income
—
$500 $700
Expenses
—
$150 $80
Goals
|
$0 $50
RECURRING
1 upcoming this month
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o Dashboard Ba
Gas station $90.00
View all 7 transactions
SPENDING e
This month vs. last month
$150.00
$140
$120
$100
$80
$60
$40
$20
SPENDING LAST MONTH
— SPENDING THIS MONTH
BUDGET
February
N & B8 o WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
o Dashboard Ba
NET WORTH ©
$1,150.00
2 $1,150 (0%) THIS MONTH
$1.2K
$1K
$800
$600
$400
$200
$o S
FEB '24
[ ]
TRANSACTIONS eoe
Most recent
& SL $50.00
EE ABCinc +$500.00
NS B b M B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|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


Closing an account

screenKeywords:
12:00 V4l
< Edit Account SAVE
Hide transactions from cash flow &
budgets
This will hide this account's
transactions from cash flow &
budgets
ACTIONS
Close account
Set balance to $0 but keep historical
information

Close account
Delete account
Remove all data about this account
from Monarch

Delete account

Created 4 minutes ago
mn € 8 d W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
CANCEL CLOSE ACCOUNT NEXT
When did the account close?

Date closed February 7, 2024 ~
|12:00 V4l

& $ December 2023
Current balance

$0.00

> $0 (0%) PAST MONTH

1M 3M ALL
Recent Transactions
Merchant C $90.00

View all transactions

Summary

mn € B8 e W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l
CANCEL CLOSE ACCOUNT CLOSE
What will change:

() Account will no longer sync with bank
and get new transactions and balances

(® Balance will be set to $0.00 on the date
selected and historical balances will still
show in net worth.


Deleting a transaction

screenKeywords:
9:41 all ¥ @8

o Transactions

-,

—F
FEBRUARY 5, 2024 +$490.00
ABC inc +$500.00
" | Food Center $10.00

1

"M S & i W B

Dashboard Accounts Transactions Cash Flow Budget Recurring
L
|9:41 all ¥ @
X Edit 1 transaction Save
Merchant Search merchants...
Category Search category... v
Goal Select goal... v
This will only update for the transactions in
accounts assigned to this goal.
Date Change date... v
Recurring No change v
Notes No change v
Tags Add tags...
Hide transactions No change v
Review status No change v
Delete 1 transaction v

. ]
|9:41 all © @
CANCEL DELETE 1 TRANSACTION?
These transactions will be permanently
removed from Monarch, and this action
cannot be undone.
. ]


Archiving a goal

screenKeywords:
9:41 all ¥ @

e (XX ]
TRIP TO BALI

$450 left to save
$50 o
[ ]
Contributions ©

Customize goal
Mark as completed
Archive goal
Cancel
|9:41 all @
e (XX ]
TRIP TO BALI
$450 left to save
$50Q of $500
- 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.
Cont .
Archive
Budget
$50
$0
Feb Mar Apr May Jun Jul
<
A &£ B i WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|TRIP TO BALI
$50 © Archived
D
This goal has been archived
The history of the contributions and balances
are still here but budgets and tracking are no
longer on.
Contributions ®

Dashboard

. ]


Switching to quarterly view

screenKeywords:
12:00 41
° Cash Flow B
Q1
January - March 2024
Income
® Expenses $110
O Savings $840
Income
CATEGORY GROUP MERCHANT
gB Paychecks $950 (100.0%)
CvnmAancnn
n = 8 I 8
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
o Cash Flow B8
® Expenses $110
o Savings $840
Income
CATEGORY GROUP MERCHANT
BB Paychecks $950 (100.0%)
Expenses
CATEGORY GROUP MERCHANT
Gas $50 (45.5%)
& Loan Repayment $50 (45.5%)
' Restaurants & Bars $10(9.1%)
n = B8 d I o
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
|12:00 41
° Cash Flow B
FEB
February 2024
Income
® Expenses $110
O Savings $390
Income
CATEGORY GROUP MERCHANT
gB Paychecks $500 (100.0%)
CvnmAancnn
n = 8 I 8
Dashboard Accounts Transactions Cash Flow Budget Recurring


Deleting an account

screenKeywords:
12:00 V4l
Edit account
Add transaction
Contact support
Cancel
|12:00 V4l
< Edit Account SAVE
Hide transactions from cash flow &
budgets
This will hide this account's
transactions from cash flow &
budgets
ACTIONS
Close account
Set balance to $0 but keep historical
information

Close account
Delete account
Remove all data about this account
from Monarch

Delete account

Created 4 minutes ago
mn € 8 d W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
< ®  PayPal
Current balance
$0.00
> $0 (0%) ALLTIME
i
Recent Transactions
No transactions yet.
We couldn't find any transactions for
this 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
72 $100 (0%) THIS MONTH
$100
$80
$60
$40
$20
$0
FEB '24
°
CASH
$100.00
7 $100.00 (0%) THIS MONTH
$ Feb 2024 12 hours ago
epruar
Y $100.00
& Show 1 hidden account
+ Add an account
n € B8 dh W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
< Edit Account SAVE
Hide balance from net worth
This will hide this account's balance
from net worth and account group
totals
Hide transactions from cash flow &
budgets
This will hide this account's
transactions from cash flow &
budgets
ACTIONS
Close account
Set balance to $0 but keep historical
information

Close account
Delete account
Remove all data about this account
Lo ms NA o e i n e
<
n € B8 e W G
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l
Delete Account
By deleting PayPal, you will be removing
all its data and transactions from
Monarch.
CANCEL DELETE
|12:00 V4l
< Edit Account SAVE
Name PayPal
Type Asset v
Subtype Mobile Payment System v
Invert account balance
This will invert your account balance
if updates from your bank are not
syncing correctly.

Balance preview: $0.00

VISIBILITY SETTINGS

Hide this account in list

This will hide this account in the

account list

Hide balance from net worth

This will hide this account's balance

mn €& B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
< Edit Account SAVE
Hide transactions from cash flow &
budgets
This will hide this account's
transactions from cash flow &
budgets
ACTIONS
Close account
Set balance to $0 but keep historical
information

Close account
Delete account
Remove all data about this account
from Monarch
Created 4 minutes ago
mn € 8 d W B
Dashboard Accounts Transactions Cash Flow Budget Recurring


Switching to dark mode

screenPatterns:
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screenKeywords:
12:00 V4l
. Cash Flow =
§I
FEB
February 2024
® Income $500
® Expenses $150
Savings $350
Income
CATEGORY GROUP MERCHANT
P Paychecks $500 (100.0%)
CuvrnAancnn~
m € B8 W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
< Display & Navigation
Visual Appearance System preference v
Edit navigation >
N S B8 i M B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o Dashboard Ba
GETTING STARTED
Congratulations Jane,
you’'ve set up your account
____.
0 Addanaccount .
4 Customize-categeries v
© Createagosal .
B Cresteabudget .
Hide this widget
FEBRUARY'S PROGRESS Vv
Great job! You're up-to-date with
February's financial progress
A £ B8 b WM S
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o Accounts oo qp
NET WORTH ®
$1,150.00
72 $1,150 (0%) THIS MONTH
$1.2K
$1K
$800
$600
$400
$200
$0
FEB '24
°
CASH
$1,000.00
7 $1,000.00 (0%) THIS MONTH
1 day ago
February 2024
% Y $100.00
$ 5 it 1 day ago
eposli
5 $900.00
" €& 8 h @ B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l
< Display & Navigation
Visual Appearance Dark v
Edit navigation >
N & B8 o W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41
. Transactions
Q Search e
FEBRUARY 5, 2024 +$440.00
é SL $50.00
5P ABCinc B +$500.00
{® Food Center $10.00
FEBRUARY 4, 2024 $90.00
®! Gas station $90.00
JANUARY 8, 2024 $50.00
{® Merchant B $50.00
JANUARY 5, 2024 +$450.00
P ABCinc B8 & +$500.00
P ANC $50.00
n £ & o W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
o Recurring I +
UPCOMING ALL MERCHANTS
This month < >
SUN MON TUE WED THU FRI SAT
1 2 3
4 5 6 7 8 9 10
®
11 12 13 14 15 16 17
18 19 20 21 22 23 24
®
25 26 27 28 29
Upcoming
ABC inc $500.00
Every 2 weeks Feb 19
Complete
ABC inc ¥ +$500.00
ainin
h £ B8 i W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41

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A & B8 i W B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 V4l
G February 2024 B
Income
G D
$500 $500
Expenses
G D
$150 $80
Goals
$0 $50
Income Budget Remaining
v Income $500 o)
B Paychecks
& Other Income
mn € B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring


Marking as completed

screenKeywords:
9:41 all ¥ @

e (XX ]
TRIP TO BALI

$450 left to save
$50 o
[ ]
Contributions ©

Customize goal
Mark as completed
Archive goal
Cancel
|N~
9:41 all ¥ @
e LN ]
%
TRIP TO BALI
$50 © Completed
D
Contributions ©®
Budget
$50
$0
Feb Mar Apr May Jun Jul
<
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
L


Account setup

screenElements:
Top Navigation Bar
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Progress Indicator

screenPatterns: Calendar Home

screenKeywords:
12:00 V4l
o Dashboard Ba
NET WORTH ®
$100.00
2 $100 (0%) THIS MONTH
$100
$80
$60
$40
$20
$0
FEB'24
[ J
TRANSACTIONS ecoe
Most recent
No transactions
Link an account to see the most
recent transactions here.
N & B8 o WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o Dashboard Ba
< January 2024 >
MON TUE WED THU FRI SAT SUN
° 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 °
JANUARY'S REVIEW
Check out your financial
progress for January!
NET WORTH ®
$100.00
2 $100 (0%) THIS MONTH
A & B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o Dashboard Ba
TRANSACTIONS ecoe
Most recent
No transactions
Link an account to see the most
recent transactions here.
Link account
SPENDING e
This month vs. last month
$4
$3
$2
$1
A S B8 v W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|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 V4l
o Dashboard Ba
SPENDING LAST MONTH
= SPENDING THIS MONTH
BUDGET
February
Income
|
$0 $0
Expenses
|
$0 $0
RECURRING
0 upcoming this month
There are no more
recurring items this month
A £ B8 b W G
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l
o Dashboard Ba
> $0 (0%) TODAY
TOP MOVERS TODAY
No investment holdings
with known securities
Please sync another investment
account to see top movers
GOALS
Your top priorities
Start your first goal
Put your savings to work and
start saving up for something
great.
Start a goal
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
o Dashboard Ba
recent transactions here.
Link account
SPENDING b
This month vs. last month
$4
$3
$2
$1
SPENDING LAST MONTH
= SPENDING THIS MONTH
BUDGET
February
NS B b M B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o Dashboard Ba
Expenses
|
$0 $0
RECURRING
0 upcoming this month
There are no more
recurring items this month
View recurring
INVESTMENTS
- $0 (0%) TODAY
TOP MOVERS TODAY
No investment holdinas
A S B8 v W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
o Dashboard Ba
View recurring
INVESTMENTS
> $0 (0%) TODAY
TOP MOVERS TODAY
No investment holdings
with known securities
Please sync another investment
account to see top movers
GOALS
Your top priorities
Start your first goal
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring


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Dashboard Accounts Transactions Cash Flow Budget Recurring
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|9:41 all ¥ @

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ACCOUNT

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Dashboard Accounts Transactions Cash Flow  Budget Recurring

——
|9:41 ol ¥ @
< Security
EMAIL & PASSWORD
Email
VERIFIED >
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Password >
SECURE YOUR ACCOUNT
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A S B8 b W S
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all § @
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A &£ B8 i WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all ¥ @
< Multi-Factor Authentic...
Visit Monarch in your web browser to manage multi-
factor authentication. This will add another layer of
security to your account.

Open app.monarchmoney.com &
N s B b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 ol ¥ @
< Security
EMAIL & PASSWORD
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VERIFIED >
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Password >
SECURE YOUR ACCOUNT
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Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]


Customizing a dashboard

screenKeywords:
CANCEL CUSTOMIZE DASHBOARD APPLY
Getting started guide =
Monthly review —
Net worth =
Transaction review =
Spending trend —
Plan progress —
Recurring transactions —
|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 V4l
o Dashboard Ba
FEBRUARY'S PROGRESS v
Great job! You're up-to-date with
February's financial progress
NET WORTH ®
$1,150.00
2 $1,150 (0%) THIS MONTH
$1.2K
$1K
$800
$600
$400
$200
$o S
FEB 24
[ J
TRANSACTIONS voe
Most recent
A £ B8 b W G
Dashboard Accounts Transactions Cash Flow Budget Recurring
|CANCEL CUSTOMIZE DASHBOARD APPLY
Getting started guide =
Monthly review —
Net worth =
Transaction review =
Spending trend —
Plan progress —
Recurring transactions —


Merchants

screenKeywords:
9:41 all T @
& »¢ Monarch
HOUSEHOLD
(M General >
2, Members 5
3T Preferences >
& Institutions >
ga Categories >
» Rules >
Merchants >
O Tags >
A & B8 b W B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
——
|9:41 all § @
¢« Merchants =
Q Search
‘ ABC inc
3 transactions
Merchant B
- 2 transactions
Food Center
- 1 transaction
Gas station
- 1 transaction
ANC
.
1 transaction
A &£ B i WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all © @
¢« Merchants =
Q Search
‘ ABC inc
3 transactions
Merchant B
- 2 transactions
Food Center
- 1 transaction
Gas station
.
1 transaction
ANC
.
1 transaction
Sort merchants by
Transaction count
Alphabetical
Cancel


Notifications

screenKeywords:
9:41 all § @
< Notification Settings
DESCRIPTION
Expense alert
You'll receive a notification when an expense syncs
that is above the minimum amount you specify
below.
Minimum Amount $500
WHERE YOU RECEIVE THIS NOTIFICATION
0 pus ©
& Email

<
A &£ B8 i WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all ¥ @

& »¢ Monarch

ACCOUNT

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& Security >

[\ Notifications >

HOUSEHOLD

(M General >

2, Members 5

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

——
|9:41 all § @

< Notifications
TRANSACTIONS
Expense alert

>
Email and Push
Deposit alert

>
Email and Push
Transactions that need review

>
Email and Push
New recurring merchants detected

>
Email and Push
Recurring alert

>
Disabled
ACCOUNTS
A &£ B8 i WM B

Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]


Deleting transaction history

screenKeywords:
12:00 P4l
< Delete transaction history
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... Feb 4, 2024 v
Include synced transactions
Include manually added transactions
Include transactions uploaded via CSV
Delete 2 transactions
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l
Are you sure you want to delete 2
transactions?

These transactions will be permanently
removed from Monarch, and this action
cannot be undone.

CANCEL DELETE
|12:00 P41
Successfully deleted 2 transactions
These transactions have been
permanently removed.

OK
|12:00 P4l
< Delete account snapshots
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 Feb 8, 2024 ~
Delete account snapshots
N & B8 o WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 L4l
< Data
B8 Delete transaction history >
£ Delete account balance snapshots >
A S B8 v W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l
< Delete transaction history
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... Select a date... v
Include synced transactions
Include manually added transactions
Include transactions uploaded via CSV
Delete transactions
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41l
< Delete account snapshots
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
N & B8 o WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41

& »¢ Monarch

Merchants >

O Tags >

8 Data >

B8 Billing >

MISCELLANEOUS

B Terms of Use 4

QO Privacy Policy 4

(> SignOut

VERSION 1.0.180

N & B8 o WM B

Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 P41
Are you sure you want to delete
your account balance snapshots b...
All of your account balance snapshots
before February 8, 2024 will be
permanently removed, and this action
cannot be undone. Your transactions will
not be impacted by this change.
CANCEL DELETE


Terms of use

screenPatterns:
Terms & Conditions
Settings & Preferences

screenKeywords:
12:00 4l
(O 2 monarchmoney.com/t + (9 :
Coming from Mint? Import your history and get 50%
OFF with MINT50
Learn more >
»¢ Monarch @ =
Terms of Use
Effective June 12, 2023
PLEASE NOTE THAT YOUR USE OF
AND ACCESS TO OUR SERVICES
(DEFINED BELOW) ARE SUBJECT TO
THE FOLLOWING TERMS; IF YOU DO
NOT AGREE TO ALL OF THE
FOLLOWING, YOU MAY NOT USE OR
We use cookies on this site to enhance your user
experience, improve our services, and to analyze our
web traffic. By clicking "Accept”, you agree to the
storing of cookies on your device for these purposes.
|12:00 P41

& »¢ Monarch

Merchants >

O Tags >

8 Data >

B8 Billing >

MISCELLANEOUS

B Terms of Use 4

QO Privacy Policy 4

(> SignOut

VERSION 1.0.180

N & B8 o WM B

Dashboard Accounts Transactions Cash Flow  Budget  Recurring


Adding a category

screenKeywords:
Add a category
Add group
Cancel
|Income
Expenses
Transfers
|12:00 V4l
© N €@ & ¢ B =
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|12:00 V4l
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1 2 3 4 5 6 7 8 9 0

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||12:00 V4l
< Add category Save
Name Freelancing
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Type of category Income v
Group Income v

NS B b M B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
< Add category Save
Name Freelancing
Emoji .
Type of category Income v
Group Select... v

NS B b M B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
< Add category Save
Name Add a name..
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Type of category Income v
Group Select... v
NS B b M 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
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Dashboard Accounts Transactions Cash Flow  Budget  Recurring


Help center

screenPatterns:
Help & Support
Help & Support
Browser
Settings & Preferences

screenKeywords:
9:41 all ¥ @
< Contact Support
Contact support
Our contact volume is currently higher than normal.
We are working hard to respond as quickly as
possible, but please expect delays in receiving a
response.
If you haven't already, please look at our Help Center,
as we've worked to find answers to commonly asked
questions. The Help Center is at: https://
help.monarchmoney.com/hc/en-us
Reply to jdoe.mobbin1@gmail.com
What do you need help with?
v
Select the feature...
What's the issue you're having?
Select a feature first...
Tell us more — how can we help?
If you are having an issue with specific account or
transaction please add additional details such as the
name, type, and date.
N s B b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all ¥ @

< Contact Support

What do you need help with?

v

Select the feature...

What's the issue you're having?

Select a feature first...

Tell us more — how can we help?

If you are having an issue with specific account or
transaction please add additional details such as the
name, type, and date.

Add attachments

Attach images, files, or videos

Grant support access to account O
Monarch authorized support agents

may access my account to

troubleshoot this issue.

N s B b W B

Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all ¥ @
< Help & Support
® Help Center >
O Contact us >
N s B b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
L
|9:41 all ¥ @
Done @ help.monarchmoney.com aA (,
Monarch —
,O Search support articles
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General info on getting started and setting up
Monarch
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Connecting all your banks, credit cards,
investments or anything else you have as part
of your net worth
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|
|9:41 all T @

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ACCOUNT

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


Edit navigation

screenKeywords:
12:00 V4l
< Display & Navigation
Visual Appearance System preference v
Edit navigation >
N S B8 i M B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 L4l
< Edit navigation
(M Dashboard
£ Accounts =
B8 Transactions =
ol Cash Flow =
U Budget =
B8 Recurring =
SIDE NAVIGATION
Goals =
A Investments =
ainin
N € B8 i W =
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|12:00 4l
< Edit navigation
TAB BAR NAVIGATION 6 of 6
(M Dashboard
€ Accounts =
B Transactions =
olo Cash Flow =
U Budget =
B8 Recurring =
SIDE NAVIGATION
Goals =
mn € B8 d W =
Dashboard Accounts Transactions Cash Flow  Budget  Recurring


Refreshing connections

screenPatterns: Dashboard Loading

screenKeywords:
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
|o Accounts e+
NET WORTH ®
$760.00
A $760 (0%) THIS MONTH
$800
$600
$400
$200
$0
FEB 24
[ ]
CASH
$510.00
2 $510.00 (0%) THIS MONTH
13 hours a‘o
|12:00 P4l
o Accounts o0 p
NET WORTH ®
$760.00
2 $760 (0%) THIS MONTH
$800
$600
$400
$200
$0 E—
FEB '24
°
CASH
$510.00
7 $510.00 (0%) THIS MONTH
Refreshing your connections...
This may take a couple minutes. DISMISS
Feel free to leave this page.
$U.00
<
mn € 8 d W B
Dashboard Accounts Transactions Cash Flow Budget Recurring


Transaction detail

screenKeywords:
12:00 41
< Merchant B
Account $ February 2024
Category Gas v
Goal Select goal... v
Date February 5, 2024 ~
Notes .Add
Tags Add tags...
Hide ®
Needs Review @ Anyone
Mark as needs review
Attachments Attach a file... ~
mn S & o W B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 4l
< Merchant B
$90.00
Merchant Merchant B v
Original Statement
History 2 transactions
Account $ February 2024
Category Gas v
Goal Select goal... v
Date February 5, 2024 ~
Notes .Add
m € =& i IO B
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


Deleting a merchant

screenKeywords:
< Delete merchant
Are you sure you want to delete the
"ABC inc" merchant?
There are 2 transactions still tied to this
merchant. Select a new merchant to update
these transactions to before deleting. The
rules targetting this merchant will also be
updated to the new merchant you select.
New merchant Merchant A v
Delete merchant
ainia
n £ B8 i WU =
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all © @
<« ABC inc 8 -
FEB
February 2024
Total transactions 1
Average transaction
Total amount
Transactions
FEBRUARY 5, 2024 +$500.00
B3 ABCinc 8
proy
n £ B8 i WU =
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 ll © @
o Recurring =
UPCOMING ALL MERCHANTS
This month < >
SUN MON TUE WED THU FRI SAT
1 2 3
4 6 7 8 9 10
L Merchant successfully 17
deleted
18 24
25
There are no recurring
items this month.
® Add recurring
prey
n £ B8 i WU =
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 ol ¥ @
< Edit merchant
Name ABC inc
Mark merchant as recurring ()
This merchant will show on the
Recurring section with expected
upcoming transactions.

Recurring frequency * Every 2 weeks v
Recurring type * Income v
Starting date * February 5, 2024 +
Delete merchant
Cancel
. ]
|< Delete merchant
Are you sure you want to delete the
"ABC inc" merchant?
There are 2 transactions still tied to this
merchant. Select a new merchant to update
these transactions to before deleting. The
rules targetting this merchant will also be
updated to the new merchant you select.
New merchant Select a merchant... v
Delete merchant
ainia
n £ B8 i WU =
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all § @
¢« Select a merchant =
Q Search
‘ ABC inc
2 transactions
Food Center
- 1 transaction
Gas station
.
1 transaction
Merchant A
- 1 transaction
Merchant B
- 1 transaction
alnin
n € B8 i W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all © @&
< Edit merchant
Name ABC inc
Mark merchant as recurring ()
This merchant will show on the
Recurring section with expected
upcoming transactions.

Recurring frequency * Every 2 weeks v
Recurring type * Income v
Starting date * February 7, 2024 ~
Amount * $500.00

alnln
n £ B8 i W =

Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 llll ? @'
< ABC inc 8 .-
33:)
February 2024
Total transactions 1
Average transaction
Total amount
Transactions
FEBRUARY 7, 2024 +$500.00
B3 ABCinc 8 &
Edit merchant
Cancel


Adding an investment account

screenElements:
Stacked List
Icon

screenElements:
Card
Banner
Stacked List
Icon
Button

screenPatterns:
Dashboard
Add & Create
Add & Create

screenKeywords:
12:00 V4l
< Add investments
Name My Investments ACCOUIl
Type 401a v
Track Balances manually v
Balance
88 [E or & & @ ¢
1 2 3 4 5 6 7 8 9 0
QWERTY U I OFP
A S DFGH J K L
| * | Z X C V B N M | ] |
7123 ® .
v -
|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 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 P4l
< ~  Retirement
Coming soon! We're currently working on adding support for
investment transactions. Please note that they won't be visible
for now.
Current balance
$200.00
> $0 (0%) ALLTIME
Recent Transactions
<
mn € 8 d W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|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
|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 P41
< Add investments
Name Retirement
Type 401a v
Track Balances manually v
Balance
86 Retirement Retirements $
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 |
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v —
|12:00 V4l
< ~  Retirement
Recent Transactions

No transactions yet.
We couldn't find any transactions for
this account.
Summary
€ Account type Retirement
$ Total transactions 0
mn €& B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41
< Add investments
Name Retirement
Type Retirement v
Track Balances manually v
Balance
|12:00 V41
< Add investments
Name Retirement
Type Retirement v
Track Balances manually v
Balance $200
1 2 3 -

4 5 6 -

7 8 9 &

v —


Cash flow

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 P4l
o Cash Flow B8
® Expenses $110
o Savings $390
Income
CATEGORY GROUP MERCHANT
ABC inc $500 (100.0%)
Expenses
CATEGORY GROUP MERCHANT
SL $50 (45.5%)
Gas station $50 (45.5%)
Food center $10(9.1%)
n = B8 W G
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
<« ABC inc 8 .-
FEB

February 2024

Total transactions 1
Average transaction

Total amount

Transactions
FEBRUARY 7, 2024 +$500.00
gB ABCinc

n € B8 h O B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
o Cash Flow B8
® Expenses $110
o Savings $390
Income
CATEGORY GROUP MERCHANT
BB Paychecks $500 (100.0%)
Expenses
CATEGORY GROUP MERCHANT
Gas $50 (45.5%)
& Loan Repayment $50 (45.5%)
' Restaurants & Bars $10(9.1%)
n = B8 d I o
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
o Cash Flow =
® Expenses $110
o Savings $390
Income
CATEGORY GROUP MERCHANT
Income $500 (100.0%)
Expenses
CATEGORY GROUP MERCHANT
Auto & Transport $50 (45.5%)
Financial $50 (45.5%)
Food & Dining $10(9.1%)
n = B8 d I o
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 41
° Cash Flow B
FEB
February 2024
Income
® Expenses $110
O Savings $390
Income
CATEGORY GROUP MERCHANT
gB Paychecks $500 (100.0%)
CvnmAancnn
n = 8 I 8
Dashboard Accounts Transactions Cash Flow Budget Recurring


Budget

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 V4l
< s Paychecks 8 -
FEB

Summary

Total amount $500

Average transaction $500

Transactions
FEBRUARY 7, 2024 +$500.00
gB ABCinc

n S B8 WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o February 2024 B
Left to budget ® $570
v Food & Dining $50 $40
/| Restaurants & Bars $50 $40
® Show 2 unbudgeted
v Financial $0 -$50
® Show 6 unbudgeted -$50
Contributions © Budget  Remaining
v Goals $50 $50
Trip to Bali $50 $50

Vv Other groups (9)
mn € B8 i W B

Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o February 2024 =]
Left to budget ® $570
Income Budget Remaining
v Income $700 $200
BB Paychecks $500 $0
& Other Income $150 $150
& Interest $50 $50
Expenses Budget Remaining
v Auto & Transport $0 -$90
® Show 6 unbudgeted -$90

mn € B8 i W B

Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
o February 2024 B
Left to budget ® $570
Income
—
$500 $700
Expenses
—
$150 $80
Goals

|
$0 $50
Income Budget Remaining
v Income $700 $200
BB Paychecks $500 $0
& Other Income $150 $150
n = B8 o M B

Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l

o February 2024 B
Left to budget ® $400
Expenses Budget Remaining
~ Auto & Transport $0 $0
v Gifts & Donations $0 C %0
S Charity
i Gifts
v Housing $0 $0
® Show 3 unbudgeted
v Bills & Utilities $0 $0
® Show 5 unbudgeted

mn € B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring


Preferences

screenKeywords:
9:41 all ¥ @

< Preferences

Mark new transactions as Needs

Review

All newly synced transactions will be

labeled as Needs Review and will be

displayed in the Needs Review filter.

Mark uncategorized transactions ()

as Needs Review

Any new uncategorized synced

transactions will be marked as Needs

Review and will be displayed in the

Needs Review filter.

Allow edits to pending transactions ()

When this setting is turned off, pending

transactions will be read-only, and will

not be included in your budget and cash

flow reports. When it is turned on,

pending transactions will be editable

and included in all reports.

Learn more

MONARCH LABS

N s B b W B

Dashboard Accounts Transactions Cash Flow Budget Recurring

. ]
|9:41 all T @
& »¢ Monarch
HOUSEHOLD
(M General >
2, Members 5
3T Preferences >
& Institutions >
ga Categories >
» Rules >
Merchants >
O Tags >
A & B8 b W B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
——
|9:41 all § @

< Preferences

HOW TRANSACTIONS WORK

Mark new transactions as Needs

Review

All newly synced transactions will be

labeled as Needs Review and will be

displayed in the Needs Review filter.

Mark uncategorized transactions ()

as Needs Review

Any new uncategorized synced

transactions will be marked as Needs

Review and will be displayed in the

Needs Review filter.

Allow edits to pending transactions ()

When this setting is turned off, pending

transactions will be read-only, and will

not be included in your budget and cash

flow reports. When it is turned on,

pending transactions will be editable

and included in all reports.

Learn more

N s B b W B

Dashboard Accounts Transactions Cash Flow Budget Recurring

. ]


Creating a goal

screenElements: Stepper Button

screenElements:
Stacked List
Button

screenElements: Card Thumbnail Icon

screenElements:
Progress Indicator
Card
Thumbnail
Icon
Stepper
Button
Text Field
Checkbox
Stacked List
Button
Thumbnail
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screenKeywords:
12:00 V41
¢ Building future budgets
° Calculating timelines
Wrapping up
|12:00 P4l
Unsplash X
Q Bali ®
C
o8 Bali Baking Baku $
12 3 4 5 & 7 8 9 0
qwe r t y u i op
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Name your goal
Vacation
|12:00 4l

< Assign your accounts
#1
| wi . .
! Trip to Bali
-
$50 saved of $500 $
SUGGESTED ACCOUNTS
$ February 2024 «
$50.00 available
$50.00
Always use the entire account balance
|12:00 V41

¢«
Customize your goal

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Trip to Bali
|12:00 P4l
< X
Which accounts do you want to use
to track your goals?
Assign accounts to your goals to track your
progress automatically as balances change.
v #1, . >
Trip to Bali
°
$0 saved of $500
#2
G >
Emergency fund
°
$0 saved of $500
|12:00 P4l
< Goals
Track the goals that matter
most to you
Use bank accounts to sync seamlessly with your
goals. Create savings, debt and investment goals.
Track your activity using transactions from your
accounts.

Get started
N & B8 o @ B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
< Goals
TRIP TO BALI
$50 (&
[ ]
EMERGENCY FUND
$50 ()
[ ]
A & B8 b W 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 4l
< Assign your accounts
: »
e . .
! Trip to Bali
°®
$0 saved of $500 $
SUGGESTED ACCOUNTS
$ February 2024 «
$100.00 available
$50.00|
Always use the entire account balance
4 S 6 =
O
’ .
v
|12:00 P41
° Reviewing accounts
Building future budgets
|12:00 4l
X
Pay down
These goals will help you keep track of your
progress as you pay off different kinds of debt.
Credit cards Student loans
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|12:00 4l
X
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Car Vacation
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Wedding Education
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Retirement Savings
|12:00 4l
X
What are your goals for the future?
Adding all of your goals will help you organize your
priorities, accounts, and contributions. You can
always adjust them later.
Save up
These goals can help you keep track of your
progress as you save money for large purchases
and important life events.
Emergency fund Down payment
- e Q' ~ \
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|12:00 V4l
e
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|12:00 o4l
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|12:00 V41
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|12:00 V4l
o Dashboard Ba
GETTING STARTED
Jane, let's finish setting up
your account
———0
A Addanacecount °
4 Customizecategeries (-]
© Createagosal °
./ Create a budget
Hide this widget
< January 2024 >
MON TUE WED THU FRI SAT SUN
° 2 3 4 5 6 7
A S B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l
< Assign your accounts
#1
gl . .
! Trip to Bali
caE——
$100 saved of $500 $
SUGGESTED ACCOUNTS
$ February 2024 «
$0.00 available
$100.00
Always use the entire account balance
|12:00 P41
< X
How much money do you want to
save?
Setting targets for your goals can help you stay
focused.
. #1
v . .
! Trip to Bali
How much you want to save...
#2
d Emergency fund
How much you want to save...
|12:00 4l
< X
How much do you currently allocate
to each of your goals?
This amount will be added to your budget to help
you track your progress.
$100
In the last three months, your average savings
has been $0.
_
Trip to Bali
$50
#2
d Emergency fund
$50
|12:00 P4l

< X

Which accounts do you want to use

to track your goals?

Assign accounts to your goals to track your

progress automatically as balances change.

v #1, . >
Trip to Bali

-

$50 saved of $500 $
#2

G >

Emergency fund

-

$50 saved of $500 $
|12:00 4l

< Assign your accounts
#1
|- - . .
! Trip to Bali
[
$0 saved of $500
SUGGESTED ACCOUNTS
$ February 2024
$100.00 available
|12:00 4l
X
What are your goals for the future?
Adding all of your goals will help you organize your
priorities, accounts, and contributions. You can
always adjust them later.
Save up
These goals can help you keep track of your
progress as you save money for large purchases
and important life events.
Emergency fund Down payment
et [ . 4
} Y ~ \
|12:00 P4l
< X
How do you want to prioritize your
goals?
This will help determine what order to work on your
goals.
— #1
- d Emergency fund Z
— #2
- s Vacation /
|12:00 4l
< X
How much money do you want to
save?
Setting targets for your goals can help you stay
focused.
e ,
Trip to Bali
$500
#2
d Emergency fund
$500
|12:00 V41
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Preferences

screenKeywords:
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
< Preferences
HOW TRANSACTIONS WORK
Mark new transactions as Needs )
Review
All newly synced transactions will be
labeled as Needs Review and will be
displayed in the Needs Review filter.
Mark uncategorized transactions as a
Needs Review
Any new uncategorized synced
transactions will be marked as Needs
Review and will be displayed in the
Needs Review filter.
Allow edits to pending transactions a
When this setting is turned off, pending
transactions will be read-only, and will
not be included in your budget and
cash flow reports. When it is turned on,
pending transactions will be editable and
included in all reports.
Learn more
alnin
mn € B8 d W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
< Preferences
Mark new transactions as Needs
Review
All newly synced transactions will be
labeled as Needs Review and will be
displayed in the Needs Review filter.
Mark uncategorized transactions as q
Needs Review
Any new uncategorized synced
transactions will be marked as Needs
Review and will be displayed in the
Needs Review filter.
Allow edits to pending transactions q
When this setting is turned off, pending
transactions will be read-only, and will
not be included in your budget and
cash flow reports. When it is turned on,
pending transactions will be editable and
included in all reports.
Learn more
MONARCH LABS
alnin
mn € B8 d W =
Dashboard Accounts Transactions Cash Flow Budget Recurring


Rules

screenKeywords:
9:41 all § @

&« Rules +

Q Search

1 TRANSACTION RULES

If name contains "monarch"

If amount greater than $0.00 ;

Recategorize to ﬁ Financial & Legal Services

© Add tags Subscription, Bills

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

. ]
|9:41 all ¥ @

< Tags

Q Search

® Tax

@® Reimburse

® split

@ Business

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® Bils (]
2 selected

CLEARALL m
N s B b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring

L
|9:41 all ¥ @G
< Edit rule
SETTINGS PREVIEW (0)
IF THE TRANSACTION MATCHES...
Merchants
>
Name contains "monarch"
Amount
>
Greater than $0.00
Categories >
Accounts >
THEN APPLY THESE UPDATES
Save rule
<
AN S B8 o W B8
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 ol ¥ @

&« Rules +

Q Search

1 TRANSACTION RULES

If name contains "monarch"

If amount greater than $0.00 ;

Recategorize to ﬁ Financial & Legal Services

© Add tags Subscription

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

. ]
|9:41 all § @
< Edit rule
SETTINGS PREVIEW (0)
B Financial & Legal Services
Hide transaction
Add tags
>
Subscription
Review status >
Apply to 0 existing transactions
Delete rule
Save rule
A &£ B8 i WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all T @
& »¢ Monarch
HOUSEHOLD
(M General >
2, Members 5
3T Preferences >
& Institutions >
ga Categories >
» Rules >
Merchants >
O Tags >
A & B8 b W B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
——
|9:41 all § @
< Edit rule
SETTINGS PREVIEW (0)
THEN APPLY THESE UPDATES
Rename merchant >
Update category
>
B Financial & Legal Services
Hide transaction
Add tags
>
Subscription
Review status >
Save rule
A &£ B8 i WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all § @
< Edit rule
SETTINGS PREVIEW (0)
THEN APPLY THESE UPDATES
Rename merchant >
Update category
>
B Financial & Legal Services
Hide transaction
Add tags
>
Subscription, Bills
Review status >
Save rule
A &£ B8 i WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all ¥ @
< Add tags
Add tags ()
Tags added
>
Subscription
N & B8 h W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|9:41 all ¥ @

< Add tags

Add tags ()

Tags added

>

Subscription, Bills

N & B8 h W B
Dashboard Accounts Transactions Cash Flow Budget Recurring


Editing budget by group

screenKeywords:
12:00 4l
< Edit group Save
Name Gifts & Donations
Budget By group v
Budget with a single number for all categories within
this group.

Make this group a monthly rollover [ o
Every month the remaining balance will rollover to
the next month. Learn more

Starting month February 2024 v
Starting balance $0.00
Delete group v
n = B8 o M B

Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l
< Edit group Save
Name Gifts & Donations
Budget By category wv
Budget by individual categories within this group.
Delete group v

mn € B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
< Gifts & Donations 8 -
FEB

Summary

Total amount $0
Average transaction $0
Transactions

No transactions
No transactions in February 2024
mn £ B8 o W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
< Edit group Save
Name Gifts & Donations
Budget By group v
Budget with a single number for all categories within
this group.

Make this group a monthly rollover )

Every month the remaining balance will rollover to

the next month. Learn more

Delete group v

n = B8 o M B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l

o February 2024 85
Left to budget ® $370
& Other Income
& Interest
Expenses Budget Remaining
v Gifts & Donations $30 C $30
S Charity
if Gifts
~ Food & Dining $50 $40
Expenses Budget Remaining
~ Auto & Transport $0 $0

mn € B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
||12:00 V4l

o February 2024 B
Left to budget ® $400
Expenses Budget Remaining
~ Auto & Transport $0 $0
v Gifts & Donations $0 C %0
S Charity
i Gifts
v Housing $0 $0
® Show 3 unbudgeted
v Bills & Utilities $0 $0
® Show 5 unbudgeted

mn € B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring


Share Monarch

screenPatterns:
Share
Settings & Preferences

screenKeywords:
9:41 all ¥ @
< Share Monarch
Give friends and family an
extended trial to Monarch
When you refer others to Monarch, they get an
extended 30-day trial. To learn more about
referrals, check out our help article.
Copy Link
Email a
Facebook ﬂ
Twitter o
Message a
|9:41 all ¥ @
< Share Monarch
Give friends and family an
extended trial to Monarch
When you refer others to Monarch, they get an
extended 30-day trial. To learn more about
referrals, check out our help article.
Copy Link
Email a
Facebook ﬂ
Twitter o
Message a
More... °
|9:41 all ¥ @
< Share Monarch
Give friends and family an
extended trial to Monarch
When you refer others to Monarch, they get an
extended 30-day trial. To learn more about
referrals, check out our help article.
Copy Link
Email a
Facebook n
Twitter o
|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


General information

screenKeywords:
12:00 P41
< Household
Name * Jane Doe's Household
Address 1226 University Dr
City Menlo Park
State California v
Zip Code 94025
alnin
mn £ B dh W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41
< Household
Name * Jane Doe's Household
Address
City
State v
Zip Code
alnin
mn £ B dh W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41
< Household
Name * Jane Doe's Household
Address 1226 University Dr
City Menlo Park
State California v
Zip Code 94025
alnin
mn €& B8 dh W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|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


Adding a recurring transaction

screenKeywords:
X
Ix 2x
||12:00 4l
< Edit merchant
Name ABC inc
Mark merchant as recurring ‘\/
This merchant will show on the
Recurring section with expected
upcoming transactions.
Recurring frequency * Every 2 weeks v
Recurring type * Expense v
Starting date * Change date... v
Amount*
Recurring status * Active v
Save
alnin
mn £ B8 d W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
&« Edit merchant
Name ABC inc
Mark merchant as recurring «
This merchant will show on the
Recurring section with expected
upcoming transactions.
Recurring frequency * Every 2 weeks v
Recurring type * Income v
Starting date * February 7, 2024 ~
Amount* $500.00
ainia
nmn € B d W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41
2024
Wed, Feb 7
< February 2024 >
s M T wW T F S
1 2 3
4 5 6 e 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29
CANCEL OK
|12:00 4l
< Edit merchant
Name ABC inc
Mark merchant as recurring ‘\/
This merchant will show on the
Recurring section with expected
upcoming transactions.
Recurring frequency * Every 2 weeks v
Recurring type * Income v
Starting date * February 7, 2024 ~
Amount* $500.00
Recurring status * Active v
alnin
mn £ B8 d W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|Take a photo
Select existing photo...
Cancel
|12:00 V41l
Add recurring X
Q Enter 3 characters or more...
Search for a merchant
Enter a search term above to
find merchants with recurring
transactions
alnin
n £ B8 i W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4B
Add recurring X
Q ABC ®
ABC inc |
2 transactions
g8 ABC ABCS BACK &
1 2 3 4 5 6 7 . 8 9 0
gwe rr t y u i op
a s d f g h j k |
& z x ¢c v b nm &
|12:00 P4l
Add recurring
|12:00 4l
&« Edit merchant
Name ABC inc
Mark merchant as recurring «
This merchant will show on the
Recurring section with expected
upcoming transactions.
Recurring frequency * v
Recurring type * Expense v
Starting date * Change date... v
Amount*
alnin
mn £ B8 dh W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
o Recurring I +
UPCOMING ALL MERCHANTS
ACTIVE
‘ ABC inc +$500.00
Every 2 weeks Today
alnin
mn £ B dh W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
< Edit merchant
Name ABC inc
Mark merchant as recurring ‘\/
This merchant will show on the
Recurring section with expected
upcoming transactions.
Recurring frequency * v
Recurring type * Expense v
Starting date * Change date... v
Amount*
Recurring status * Active v
Save
alnin
mn £ B8 d W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41

< Edit merchant
Recurring frequency * Every 2 weeks v
Recurring type * Income v
Starting date * February 7, 2024 ~
Amount* $500.00
Recurring status * Active v

4 S 6 —

O
’ .
v
|12:00 V4l
<« ABC inc 8 .-
FEB
February 2024
Total transactions 1
Average transaction
Total amount
Transactions
FEBRUARY 7, 2024 +$500.00
gB ABCinc 8
ainin
n £ B8 d W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
< Edit merchant
Name ABC inc
Mark merchant as recurring (/
This merchant will show on the
Recurring section with expected
upcoming transactions.
Recurring frequency * Every 2 weeks v
Recurring type * Income v
Starting date * February 7, 2024 ~
Amount* $500.00
alnin
mn £ B8 dh W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41
o Recurring I +
UPCOMING ALL MERCHANTS
This month < >
SUN MON TUE WED THU FRI ST
1 2 3
4 5) 6 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29
There are no recurring
items this month.
® Add recurring
alnin
mn £ B dh W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
o Recurring I +
UPCOMING ALL MERCHANTS
This month < >
SUN MON TUE WED THU FRI SAT
1 2 3
4 5) 6 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
®
25 26 27 28 29
Upcoming
‘ ABC inc +$500.00
Every 2 weeks Feb 21
Complete
A /BCinc v +$500.00
alnin
n £ B8 i W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 4l
< Edit merchant
Name ABC inc
Mark merchant as recurring ‘\/
This merchant will show on the
Recurring section with expected
upcoming transactions.
Recurring frequency * Every 2 weeks v
Recurring type * Income v
Starting date * Change date... v
Amount*
Recurring status * Active v
Save
alnin
mn £ B8 d W =
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l


Transactions

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
° 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 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


Creating a budget

screenElements: Carousel Tab

screenElements:
Toast
Banner
Progress Indicator
Carousel
Tab

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 P4l
o February 2024 B
$0 $50
Income Budget Remaining
v Income $0 $0
BB Paychecks
$ Other Income
& Interest
EXpenseS Budget Remaining
v Auto & Transport $0 $0
Budget updated
Save $500 as your default monthly budget for SAVE
Income.
mn € B8 i WM B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o February 2024 B
Left to budget ® $400
Expenses Budget Remaining
~ Auto & Transport $0 $0
v Gifts & Donations $0 $0

[
. Charity $0 $0
i Gifts $0 $0
R Collapse 2 unbudgeted
v Housing $0 $0
® Show 3 unbudgeted
v Bills & Utilities $0 $0
mn € B8 e W B

Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l

o February 2024 =]
Left to budget ® -$50
Income Budget Remaining
v Income $0 $0
BB Paychecks
& Other Income
& Interest
Expenses Budget Remaining
v Auto & Transport $0 $0
® Show 6 unbudgeted
v Gifts & Donations $0 $0

mn € B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
< February 2024 B8
Left to budget ® -$50

Create a budget
We'll create a sample plan to get you started, and
you can fully customize it from there.
Create my plan
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o February 2024 =]
Left to budget ® $400
Income
—
$500 $500
Expenses
cas——
$10 $50
Goals
|
$0 $50
Income Budget Remaining
v Income $500 $0
BB Paychecks
& Other Income
mn € B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41

< February 2024 B
Left to budget ® -$50
Income

|
$0 $0
Expenses

|
$0 $0
Goals

|
$0 $50
Income Budget Remaining
v Income $0 $0
BB Paychecks
& Other Income
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l
o February 2024 B
Left to budget ® -$50
Expenses Budget Remaining
v Auto & Transport $0 $0
® Show 6 unbudgeted
v Gifts & Donations $0 $0
® Show 2 unbudgeted
v Housing $0 $0
® Show 3 unbudgeted
v Bills & Utilities $0 $0
® Show 5 unbudgeted

n = B8 o M B

Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
< February 2024 B8
Left to budget ® -$50

Create a budget
We'll create a sample plan to get you started, and
you can fully customize it from there.
A & B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l

O February 2024 =]
Left to budget ® -$50
$0 $50
Income Budget Remaining
v Income $500 $0
BB Paychecks
& Other Income
& Interest

1 2 3 -

4 5 6 -

7 8 9 &

O
) .
v
|12:00 V4l

O February 2024 =]
Left to budget ® $400
Income Budget Remaining
v Income $500 $0
BB Paychecks
& Other Income
& Interest
Expenses Budget Remaining
~ Food & Dining $50 $40
Expenses Budget Remaining
~ Auto & Transport $0 $0

mn € B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o Dashboard Ba
GETTING STARTED
Jane, let's finish setting up
your account
———0
A Addanacecount °
4 Customizecategeries (-]
© Createagosal °
./ Create a budget
Hide this widget
< January 2024 >
MON TUE WED THU FRI SAT SUN
° 2 3 4 5 6 7
A S B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
FEBRUARY BUDGET DONE

Income $0
Expenses $0
Goals $50
Left to budget -$50
|12:00 P4l

(2] February 2024 =]
DEC JAN . MAR APR
Income

|
$0 $0
Expenses

|
$0 $0
Goals

|
$0 $50
Income Budget Remaining
v Income $0 $0
EB Paychecks

mn € B8 i WM B

Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
FEBRUARY INCOME DONE

Budget $0
Actual $0
Remaining $0
|12:00 V4l
o February 2024 B
Left to budget ® -$50
® Show 6 unbudgeted
v Other $0 $0
® Show 3 unbudgeted
v Business $0 $0
® Show 9 unbudgeted
Contributions © Budget  Remaining
v Goals $50 $50
Trip to Bali $50 $50

A Other groups (14)
mn € B8 i W B

Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
o February 2024 B
Left to budget ® $400
Expenses Budget Remaining
v Food & Dining $50 $40
/| Restaurants & Bars $50 $40
& Groceries $0 $0
= Coffee Shops $0 $0
R Collapse 2 unbudgeted
Expenses Budget Remaining
v Auto & Transport $0 $0

mn € B8 e W B

Dashboard Accounts Transactions Cash Flow Budget Recurring


Connecting to a bank account

actions:
Connecting & Linking
Verifying

screenElements:
Search Bar
Stacked List

screenPatterns:
Acknowledgement & Success
Confetti

screenElements:
Search Bar
Stacked List
Illustration
Card
Dialog

screenPatterns:
Acknowledgement & Success
Confetti
Loading
Add & Create
Add & Create

screenKeywords:
12:00 P4l
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|12:00 V41
o Accounts 0
NET WORTH ®
$100.00
72 $100 (0%) THIS MONTH
$100
$80
$60
$40
$20
$0
FEB '24
°
CASH
$100.00
7 $100.00 (0%) THIS MONTH
12 hours ago
February 2024
% Y $100.00
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m €& B8 e @ B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l
&« BB pLaip X
Enter your phone number
Use your phone number to log in or sign up with Plaid
to go faster next time.
Phone Number
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Continue
Maybe later
S —
|12:00 V4l
< ®  PayPal
Current balance
$0.00
> $0 (0%) ALLTIME
i
Recent Transactions
No transactions yet.
We couldn't find any transactions for
this account.
mn € B8 e W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V4l
Add Account X
Q Search 13,000+ institutions
C
|12:00 4l
P BB pLai X
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you're enabling Plaid to retrieve your financial data.
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1 2 3 4 5 6 7 8 9 0
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|12:00 4l
° Syncing accounts
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\
|12:00 4l
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1 2 3 4 5 6 7 8 9 0
qwer r ty ui o p
a s d f g h j k |
& z x ¢c v b nm &
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|12:00 L4l
&~ @PLMD X
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code?
C’) Text me @

{ @ Email me = }
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you. Message rates may apply
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L e—
|12:00 V41l
Skip
3 MoNARcH now
Large expense
$672 spent at Costco
Customize your
notifications
We'll only notify you about the
things you care about.
Select notifications
|12:00 P4l
BB pLaip X
Verify your identity
Enter the security code Plaid sent to
teesese3@gmail.com

360548 Code

1 2 3 =

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7/ 8 9 &

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|12:00 V41l
Add Account X
Q Search 13,000+ institutions
CQE-ED
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0 ADDED
g v (o
Connect investments & loans
0 ADDED
(Cl2
Add assets such as property, vehicles, & crypto
0 ADDED
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IMPORT FROM CSV
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|12:00 V4l
@PLMD X
Please use the reCAPTCHA below to
proceed
™
I'm not a robot
reCAPTCHA
Privacy - Terms
S —
|12:00 V41

BB pLaip X
Your accounts

Monarch requires access to all these PayPal

accounts.
PayPal * $0.00
Continue
S —
|12:00 P4l
BB pLaip X
Your accounts
Monarch requires access to all these PayPal
accounts.
S —
|12:00 V4l
@ PLAID X
S —
|12:00 P4l
X
Monarch uses Plaid to connect your
accounts
& Connect effortlessly
Plaid lets you securely connect your
financial accounts in seconds
& Your data belongs to you
Plaid doesn't sell personal info, and will only
use it with your permission
By continuing, you agree to Plaid's Privacy Policy
Continue
S —
|12:00 V4l
3 ® PayPal
No transactions yet.
We couldn't find any transactions for
this account.
Summary
£ Institution PayPal
€ Accounttype Mobile Payment System
$ Total transactions 0
Connection status '
3 Last update Now
€ Status Healthy
mn € 8 d W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P4l
< Add Account
PayPal is reporting connection
issues
We are not receiving correct
transactions for this card.
Other options
|12:00 4l
< Personalize Skip
Goal balance milestones
You'll receive a notification as you reach a
major milestones of your total goal
balance.

Monthly goal balance check in
You'll receive a notification at the end of a
the month if your account balances and
goal balances differ.
Goal contribution alert
You'll receive a notification as your «
contributions are added to your goals.
New recurring merchants detected
You'll receive a notification when we q
detect new recurring merchants.
Transactions that need review
You'll receive a notification if you have «
any new transactions that need review.

Send these notifications
|12:00 V41l
< Personalize Skip
Get the notifications that matter to
you
You can always update these, and further
customize your notifications, in your account
settings.

Expense alert

P «
Expenses over a minimum amount
Minimum Amount $500
Deposit alert

P «
Deposits over a minimum amount
Minimum Amount $500
Account out of sync
When an account needs to be q
reconnected

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|12:00 V4l
@ PLAID X
/
S —
|12:00 V4l
o Dashboard o
Jane, let's finish setting up
youraccount
m Add an account
4+ Customize categories
@ Createagoal
~/ Create a budget
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financial details at a glance
A S B8 i W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 V41
&« BB pLaip X
Select your institution
O Search for 11,000+ Institutions
' PayPal
Why is Plaid involved?
S —
|12:00 P4l
BB pLaip X
Enter your credentials
By providing your PayPal credentials to Plaid, you're
enabling Plaid to retrieve your financial data.
S —
|12:00 P4l
&4 Updating spending reports
° Wrapping everything up


Logging in

screenElements:
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Page Control
Button

screenPatterns:
Walkthrough
Welcome & Get Started
Login

screenElements:
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Page Control
Button

screenPatterns:
Walkthrough
Welcome & Get Started
Login
Login

screenKeywords:
12:00 P41
< Signin
& Continue with Apple
G Continue with Google
OR
Email Enter emai
Password Enter password
Forgot password?
|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 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
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|12:00 V41l
< Signin
@& Continue with Apple
G Continue with Google
OR
Email jdoe.mobbinT@gmail.com
Password oy
Forgot password?
|12:00 V41l
< Signin
& Continue with Apple
G Continue with Google
OR
Email jdoe.mobbinT@gmail.com
PaSSWOrd eeecccccccccce
Forgot password?


Share Monarch

screenPatterns:
Settings & Preferences
Share

screenKeywords:
12:00 V41l
< Share Monarch
U N
Give friends and family an
extended trial to Monarch
When you refer others to Monarch, they get
an extended 30-day trial. To learn more about
referrals, check out our help article.
Copy Link
Email g
Facebook o
Twitter o
Message a
More... °
A £ B8 b W G
Dashboard Accounts Transactions Cash Flow Budget Recurring
|12:00 P41

& »¢ Monarch

& Share Monarch >

SUPPORT

D Help & Support >

® Feature Request &

47 What's New 4

ACCOUNT

2 Profile >

(J Display & Navigation >

& Security >

A & B8 i W B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 4l
< Share Monarch
Give friends and family an
extended trial to Monarch
When you refer others to Monarch, they get
an extended 30-day trial. To learn more about
referrals, check out our help article.
Copy Link
Email g
Facebook o
Twitter o
|12:00 V41l
< Share Monarch
Give friends and family an
extended trial to Monarch
When you refer others to Monarch, they get
an extended 30-day trial. To learn more about
referrals, check out our help article.
Copy Link
Email g
Facebook o
Twitter o
A £ B8 b W G
Dashboard Accounts Transactions Cash Flow Budget Recurring


Logging out

screenPatterns:
Walkthrough
Welcome & Get Started
Login
Settings & Preferences

screenKeywords:
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 P41

& »¢ Monarch

Merchants >

O Tags >

8 Data >

B8 Billing >

MISCELLANEOUS

B Terms of Use 4

QO Privacy Policy 4

(> SignOut

VERSION 1.0.180

N & B8 o WM B

Dashboard Accounts Transactions Cash Flow  Budget  Recurring


Splitting a transaction

screenPatterns:
Other Content
Acknowledgement & Success

screenKeywords:
12:00 P4l
Split transaction
Edit merchant details
Mark merchant as recurring
Delete transaction
Cancel
|12:00 4l
Split Transaction X
Splitting a transaction will create individual
transactions that you can categorize and manage
separately.
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§ Merchant B $90.00
Split transactions
4 Merchant B $45.00
.~ Merchant B $45.00
® Adda split
LEFT TO SPLIT o $000
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$45.00 left to split
Merchant Merchant B
Category Select category...
1 2 3 -
4 5 6 @ =
7 8 9 @&
v —_—
|12:00 P4l
° Transactions
Bl
FEBRUARY 7, 2024 +$490.00
EE ABCinc +$500.00
| Food center $10.00
FEBRUARY 5, 2024 $90.00
.~ Merchant B € $45.00
4 Merchant B € $45.00
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
|12:00 V41
CANCEL ADD SPLIT SAVE
° $0.00 left to split
Merchant Merchant B
Category .~ Auto Payment
|12:00 V4l
Split Transaction X
Splitting a transaction will create individual
transactions that you can categorize and manage
separately.
Original transaction
§ Merchant B $90.00
Split transactions
® Adda split
LEFT TO SPLIT $9000
|12:00 4l
< Merchant B
$90.00
Merchant Merchant B v
Original Statement
History 2 transactions
Account $ February 2024
Category Gas v
Goal Select goal... v
Date February 5, 2024 ~
Notes .Add
m € =& i IO B
Dashboard Accounts Transactions Cash Flow  Budget  Recurring
|12:00 V4l
CANCEL ADD SPLIT SAVE
$45.00 left to split
Merchant Merchant B
Category 4 Auto Maintenance
|12:00 V4l
< Merchant B
This transaction has been split
4 Merchant B $45.00
.~ Merchant B $45.00
n £ & i W 8
Dashboard  Accounts Transactions Cash Flow Budget Recurring
|12:00 P41
Select category X
Q Search...
INCOME |
ER Paychecks
@ Other Income
& Interest
AUTO & TRANSPORT
«~ Auto Payment
&= Public Transit
@ Gas
4 Auto Maintenance
{1 Parking & Tolls
= Taxi & Ride Shares
GIFTS & DONATIONS


Privacy policy

screenPatterns:
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screenPatterns:
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Privacy Policy
My Account & Profile

screenKeywords:
12:00 4l
X @ policies.google.com < E
= Privacy Policy i Q
pULE e 7N
By using our services, you
trust us with your information.
We know that protecting your
information and giving you
control is a big responsibility
and requires hard work.
This Privacy Policy aims to help you understand the
information we collect, why we collect it, and how to
update, manage, export, and delete your information.
Privacy Check
e Want to change your privacy settings?
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|&
Jane Doe S
@jdoe1456
& Switch account G Google Account
§§3 Settings >
&M Send feedback >
@ Help Center >
)  YouTube [/
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Terms of Service >
H O [iL] =] S
Dashboard Content Analytics Comments Earn


Deleting a rule

screenKeywords:
9:41 all @
< Edit rule
SETTINGS PREVIEW (0)
Hide transaction
Add tags >
Review status >
Link 1 Delete Rule |
Are you sure you want to delete this >
Trip tc rule? Your transactions will not be
affected.
Cancel Delete
Apply to 3 existing transactions
Delete rule
Save rule
A S B8 b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring
. ]
|9:41 all ¥ @

& Rules +

Q Search

2 TRANSACTION RULES

If name contains "monarch"

If amount greater than $0.00 ;

Recategorize to ﬁ Financial & Legal Services

© Add tags Subscription

If account equals February 2024 N

Link to goal Trip to Bali

N s B b W B
Dashboard Accounts Transactions Cash Flow Budget Recurring

. ]
|9:41 ol ¥ @

&« Rules +

Q Search

1 TRANSACTION RULES

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

. ]