Description
👉 Monarch Money 7-day free trial plus get 50% OFF your first year with code SMARTMONEY: https://freedominabudget.com/monarch-money
New to Monarch Money and wondering where everything is? In this Monarch Money tutorial for beginners, I’m giving you a complete walkthrough of the Monarch Money website so you can see where everything lives and what each section actually does.
We’ll go through the Monarch Money Dashboard, Accounts, Transactions, Reports, Cash Flow, Budget, Recurring transactions, Goals, Investments, Settings, and more. I’ll show you what you can find inside each area and how the different parts of Monarch Money work together to help you manage your finances in one place.
You’ll also see how the Dashboard gives you a customizable snapshot of things like your budget, net worth, transactions, spending trends, recurring transactions, and investments.
👉 Ready to try Monarch Money? Get 50% OFF your first year with code SMARTMONEY:
https://freedominabudget.com/monarch-money
In this Monarch Money video:
00:00 Monarch Money Dashboard overview
00:18 Accounts tab
00:47 Transactions tab
01:26 Monarch Money Cash Flow
01:47 Monarch Money Reports
02:20 Monarch Money Budget
02:30 Recurring transactions
02:46 Goals
02:56 Forecasting
03:10 Advice from a Certified Financial Planner
This video is part of my Monarch Money Tutorial Series, where I’m walking you through how to use Monarch Money to organize your accounts, budget, track spending, manage transactions, set financial goals, and get a better picture of your finances.
Subscribe for more Monarch Money tutorials for beginners!
Check out the Monarch Money playlist here: https://www.youtube.com/playlist?list=PLMk3x214SmD8
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DISCLOSURE: Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe.
I am not a financial advisor. The ideas presented in this video are personal opinions and for entertainment purposes only.