Convert your transactions into Monarch Money compatible CSVs
Managing your Monarch Money accounts manually? Auto-reformat your bank account and credit card transaction files for import into Monarch Money.
We support the following account types
Are we missing support for your credit card or bank account? Request support for a new format
Frequently asked questions
Having an issue or want to ask a question? Send us a message
- Does my data remain private?
- Your data never leaves your browser. It is never saved. It is always anonymous. And no one else can ever access it.
- Why manage Monarch transactions manually?
Syncing your financial accounts to any budgeting app is all about managing risk. Monarch Money, like many platforms, uses third-party services like Plaid to securely sync your financial accounts with your budget. While services like Plaid have come along way and can often rely on modern authentication methods like OAuth, it is sometimes still necessary for Plaid to store your username and password for your accounts.
If you're like us, and this scares you, you may opt to manually sync your transactions from your financial accounts to your budget. While Monarch provides a method for uploading transactions as CSV files, the necessary format rarely matches the format that your bank or credit card exports. Manual Monarch allows you to easily convert your financial accounts' transaction files into a format that Monarch Money can understand.
- What account types do you support?
- We currently support Chase Credit Cards, Chase Checking Accounts, and Discover Credit Cards.
- Can I request a new account type?
Yes!
If we are missing support for your credit card or bank account you can request a new transaction format and we will be in touch about adding support.