Flow Tree
- Onboarding28
- Connecting to a bank account26
- Adding a manual account11
- Account setup9
- Customizing categories9
- Editing a group4
- Disabling and deleting a category7
- Reordering a group5
- Adding a group7
- Deleting a group4
- Adding a category9
- Creating a goal27
- Creating a budget17
- Dashboard8
- View financial progress15
- View all goals5
- Goal action options2
- Marking as completed2
- Archiving a goal3
- Deleting a goal3
- Accounts7
- Adding an investment account11
- Deleting an account9
- Closing an account4
- Refreshing connections3
- Transactions3
- Adding a transaction9
- Filtering transactions5
- Transaction detail3
- Splitting a transaction10
- Uploading a file attachment4
- Editing a transaction13
- Deleting a transaction4
- Cash flow6
- Switching to quarterly view4
- Budget6
- Editing budget by group8
- Recurring6
- Adding a recurring transaction20
- Deleting a merchant9
- Customizing a dashboard4
- Navigation sidebar3
- Notifications3
- Settings5
- Share Monarch4
- Help center5
- Feature request2
- What’s new2
- Editing my profile8
- Switching to dark mode9
- Edit navigation3
- Security5
- Resetting password4
- Notifications3
- General information4
- Inviting a household member/advisor8
- Preferences3
- Institutions2
- Rules9
- Creating a rule14
- Deleting a rule6
- Merchants3
- Tags7
- Deleting transaction history9
- Billing2
- Terms of use2
- Privacy Policy2
- Logging out2
- Logging in5
28 screens
26 screens
