Basic Steps In Monarch (8)

STEP 1: Creating Your Monarch Account

Modified on Mon, 1 Apr, 2024 at 1:14 PM
STEP 2: Grant Us Advisor Access

Modified on Mon, 1 Apr, 2024 at 1:05 PM
STEP 3: Add Your Assets & Liabilities As Accounts

Modified on Mon, 6 May, 2024 at 5:01 PM
STEP 4: Create Your Goals

Modified on Mon, 6 May, 2024 at 5:02 PM
STEP 5: Update Last Month's Transactions

Modified on Mon, 6 May, 2024 at 5:04 PM
STEP 6: Update Last Month's Budget

Modified on Tue, 7 May, 2024 at 10:44 AM
STEP 7: Update This Month's Transactions

Modified on Mon, 1 Apr, 2024 at 1:12 PM
STEP 8: Create This Month's Budget

Modified on Mon, 1 Apr, 2024 at 1:13 PM