You can download your transaction and balance history from Monarch as a CSV file for your own records, for taxes, or to use in a spreadsheet. You can download history for a single account or for all of your accounts at once. Downloads are available on the web, and your full history stays available to download even after your subscription or trial ends.
Download history for a single account
- On the web, go to Accounts and select the account.
- Select Edit in the top right.
- Select Download transactions or Download balance history.
The CSV file downloads to your device. Renaming it can make it easier to find later.
Download history for all accounts
- On the web, go to Settings > Data.
- Select Download Transactions or the Download account balances.
The CSV file downloads to your device. Renaming it can make it easier to find later.
Note: For best results, download 5,000 transactions or fewer at a time. Larger downloads take longer and are more likely to fail, so if you have a lot of history, split it by date range.