Customizing Your Dashboard

The dashboard has widgets that show a summary of your financial information from across all of Monarch. These widgets may include:

  • Getting started guide
  • Weekly Recap
  • Investments
  • Budget
  • Net worth
  • Savings goals
  • Credit score
  • Spending trend
  • Transactions
  • Recurring Transactions
  • Business tracking

You can remove or change the order of any of these cards by tapping the "Customize" button at the top right of the web app, or at the bottom of the dashboard on the mobile app. You can drag and drop them to a different spot or order.

 

Please Note: The order of the cards and which ones are deactivated are independent between the web and mobile app, so you can have a different order on web versus mobile.

 
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