Monarch Money 101
The course consists of 4 modules. Here's an overview of the modules.
You'll want to start with Module 1, then complete the rest in any order.
I show you the basic features of the app.
I walk you through the 3 step process for getting started. Many people skip these steps and regret it. These 3 steps are for EVERYONE - no matter what you want to use the app for.
After you've completed the 3 step process for getting started, you're ready to budget.
I show you how to set up your budget, how to use it throughout the month, and how to reconcile it at the end of the month.
I give an overview of additional features beyond budgeting. I show you how to use these additional features and give you tips for making them work.
I answer the most frequently asked questions I get from clients. Some are simple questions from newbies and some are more in-depth questions from those who have been using the app.
You will have access to the entire course immediately.
If you follow along inside your Monarch Money account, you could complete everything in a few hours. However, you'll want to use it over the course of at least 1 month to implement all of the features.
Starting from scratch is actually the easiest way to go. Go here to create a Monarch Money account and follow along with me in the course.
Don't worry. This is where majority of my clients are when they come to me. They've created an account, linked their banks, and then they get confused.
I'll walk you through all the steps you need. You'll still want to begin with the 'Getting Started' section, but some of the steps you'll already have finished.
Because it's a digital course and you have access to everything immediately, I do not offer refunds.
I'm convinced this course will answer your questions and teach you how to use the app. If, you're not satisfied, reach out to me and I'll make sure to help you.
When Mint shut down, I started testing out budgeting apps on my YouTube channel. I did a review of Monarch Money and got TONS of questions. So, I kept testing it out and sharing my videos.
Clients kept coming to me for help in 1:1 coaching sessions. I kept seeing the same things over and over. I decided to create this course to give more people help at a cheaper price.