Monarch Money Product Update - Integration and Enhancements

Nov 4th, 2021Product
  • Monarch Money now allows users to connect their Coinbase accounts directly to the web app for real-time cryptocurrency account updates.

  • A new asset type labeled 'Cryptocurrency' has been added under the Investments section to track multiple cryptocurrency holdings in one place.

  • Users can mark accounts as 'inactive' to stop syncing and set balances to $0 while preserving historical data, with the ability to manually sort accounts.

  • Rules feature has seen improvements allowing them to be based on original transaction texts and multiple categories, accounts, or merchants.

  • Upcoming features include rollovers, CSV import functionality for data transfer from Mint, and a new tags capability for transactions.

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