Connecting Your Accounts in the Monarch Dashboard

In this video, I walk you through the process of connecting your accounts to the Monarch dashboard. First, you'll want to navigate to the accounts section and click on the orange "add account" button. From there, simply search for your bank, like Chase, and enter your login credentials to sync. If you encounter any issues adding your account, you can manually input your information using the "add manual account" option. Please make sure to follow these steps to get everything set up correctly.