An institution is the connected provider (your bank login), and an account is an individual checking, savings, credit card, loan, or investment account that appears under that institution in Monarch.

To clean up your institutions list or troubleshoot a connection issue, you may want to delete a connection (financial institution) or delete an account. The right option depends on what you want to keep.

• Delete a connection (financial institution): removes the entire institution and every account under it. (Ex: Deleting your Chase connection will delete all Chase checking and savings accounts, credit cards, etc.). This will permanently remove transaction and balance history.
• Delete an account: removes one specific account while keeping the rest of the institution connection. (Ex: Deleting just one Chase checking account). This will permanently remove balance history.

Choose the right option

Delete a connection (financial institution) if you want to:

• Remove the institution from Monarch entirely.
• Remove all accounts that come from that institution.
• You can’t restore a deleted connection. If you delete a connection, you’ll need to reconnect it as a new connection manually.

Delete an account if you want to:

• Remove one account but keep the institution connection.
• Keep other accounts from the same institution.
• You can undelete a deleted account if you change your mind. (This option is not available for deleted connections.) ‼️ Please note: This action restores transaction history only. It does not restore balance history, so we do not recommend deleting and undeleting accounts for general troubleshooting.

If you only want it out of view

If you do not want to see an account but do not want to permanently remove its history, use Hide instead. More information here: Hiding an account.

Before you delete (recommended)

If you want a copy of your data, download it first:

Downloading transaction or account history

If you are switching data providers and want to transfer history, refer to:

Transfer Balance and/or Transaction History to Another Account

How to delete a connection (financial institution)

Monarch web

1. Go to Settings → Institutions
2. Find the financial institution you want to remove.
3. Select the “…” menu next to the institution.
4. Select Delete this connection.
5. Select which option you prefer
   • Connection only: This will preserve the account, balances, and transactions history, but they will stop syncing and updating.
   • Connection, accounts, and transactions: This will delete the connection and all accounts, balances, and transactions linked to this connection.

1. Type the institution name to confirm deletion.
2. Select Delete permanently.

Monarch mobile

1. Tap your profile (top left).
2. Tap Institutions.
3. Tap the “…” next to the financial institution.
4. Tap Delete this connection.
5. Select which option you prefer
   • Connection only: This will preserve the account, balances, and transactions history, but they will stop syncing and updating.
   • Connection, accounts, and transactions: This will delete the connection and all accounts, balances, and transactions linked to this connection.
6. Type the institution name to confirm deletion.
7. Select Delete permanently.

How to delete an individual account (keep the connection)

Monarch web

1. Go to Settings → Institutions
2. Find the institution, then the specific account you want to remove.
3. Select Edit next to the account name.
4. Under Actions select Delete, then Delete account.

Monarch mobile

1. Tap your profile (top left).
2. Tap Institutions.
3. Find the institution, then the specific account you want to remove.
4. Tap “…” next to the account.
5. Tap Edit account.
6. Under Actions tap Delete, then Delete again to confirm.

Important: This is not the same as deleting your Monarch user account

Deleting a financial institution connection or a financial account is not the same as deleting your Monarch user account. Do not delete your Monarch user account as a troubleshooting step, a deleted Monarch user account cannot be recovered.