How do I add a manual transaction (for example, cash) in Monarch?

Click here to watch a video demonstrating how to add transactions that do not come from your bank's integration.

1. Make sure you have an Account in Monarch for your cash.
   1. Go to the Accounts page
   2. Click Add Account
   3. Choose "Add assets such as property, vehicles, and crypto"
   4. Choose Cash
   5. Give your account a name such as "Sue's Wallet"
   6. Set the type to Cash Management
   7. Enter how much money you started the month with 
2. Go to the Transactions page
3. Click on Add Transaction
   1. Select debit if you spent cash or credit if you received cash
   2. Enter the remaining details (you can create your own Merchant name - this is where the money came from or who you paid it to)
   3. Make sure to select your cash account for the Account option
   4. Leave the box at the bottom checked so that it will adjust your account balance when you enter the transaction.