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  3. Budget & Goals

Budget & Goals

  • Introducing Goals 3.0
  • Creating Your Budget in Monarch
  • Using Pay Down Goals
  • Using Save Up Goals
  • Using Flex Budgeting
  • Rollover Budgets
  • Transfers and Credit Card Payments
  • Moving Money Between Categories to Accommodate Overspending
  • Group Budgeting
  • Monarch for Couples and Households
  • Budget Forecast
  • Get Financial Advice from a CFP
  • Using Goals

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