Keeping track of all your recurring expenses and bills can feel like a second job! Today, we’re launching a number of updates to our Recurring page that will make this easier than ever. This includes highly requested bill syncing functionality. It’s here and we can’t wait to have you give it a spin. Let’s dive in.
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A complete picture of your bills
With Bill Sync, there’s no more need to switch between several apps and websites to track bills. Now you can can sync credit cards and loans to see bill due dates, statement balances and minimum payments due all within Monarch.
Easily plan ahead, by being able to see how all upcoming bills impact your cashflow needs. Review at a glance in either list or calendar view, whichever you prefer!
We’ll send you a reminder when you have a due date coming up so you can stress less about missing a payment. You also have the option to opt-in or out of these and indicate your preference for email, push, or both.
How it works:
Navigate to your Recurring page (on either desktop or mobile)
Go to “manage recurring” and choose the option to “automatically detect your bills”
You’ll enter a few details that will allow our partner Spinwheel to identify bills such as credit cards and loans
Review the list of the the accounts identified and choose which you’d like to include for tracking on your Recurring page
Check the Recurring page at any time to see what bills to expect and to see your latest statement balance
More Recurring page enhancements
The Recurring page is a centralized view for you to see and review all regularly recurring bills and expenses, and we’ve made a few other enhancements to this page so that you can rely on this page even more.
Calendar & list views:
toggle between calendar and list view, for a cleaner view and more control over your preference.
Review new recurring transactions:
we’ll surface newly detected recurring transactions or bills and ask you to approve or edit them before they show up on your Recurring page. This will ensure more accuracy and a more tailored approach to what you’d find most helpful to track on this page.
What’s Next