Table of Contents
- Download transaction history for a single account
- Download account balance history for a single account
- Download transactions for all accounts
- Download account balances in Settings
Download transaction history for a single account
- Log in to Monarch on your desktop.
- Navigate to the Accounts page.
- Choose the account from which you would like the transaction history.
- Select Edit in the top right corner.
- Select Download transactions.
- A CSV file will then be downloaded to your device.
Pro tip: Rename the file from the generic name to something that will make it more recognizable.
Note: Downloads are limited to 10,000 transactions each, but we recommend downloading 5K or fewer at a time to avoid errors.
Download account balance history for a single account
- Log in to Monarch on your desktop.
- Navigate to the Accounts page.
- Choose the account from which you would like the balance history.
- Select Edit in the top right corner.
- Select Download balance history.
- A CSV file will then be downloaded to your device.
Pro tip: Rename the file from the generic name to something that will make it more recognizable.
Download transactions for all accounts
- Navigate to your Settings > Data.
- Select Download Transactions to start the download of all of your transactions across all of your accounts in a CSV format.
Download account balances for all accounts
- Navigate to your Accounts tab
- Find the summary box on the right-hand side.
- Click Download CSV.
You can download your full account balance and transaction history in Settings at any time, even after your subscription or trial ends.