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In-App Flows/iOS/Monarch/Investment

APP

Monarch

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Account detail Account setup Accounts Add holding Add recurring expenses Add synced accounts Adding a advisor Adding a category Adding a group Adding a manual account Adding a member Adding a review Adding a split transaction Adding a transaction Budget Budget detail Budget settings Cash flow Changing app icon Changing password Changing security settings Closing an account Connecting to bank account Contacting support Creating a budget Creating a goal Creating a rule Customizing a goal Customizing categories Customizing dashboard Dashboard Data Deleting a bank account Deleting a goal Deleting a group Deleting a transaction Deleting account balance snapshots Deleting an account Deleting an account connection Deleting transaction history Display & Navigation Edit goal priorities Editing a category Editing a group Editing a profile Editing an account Editing goal accounts Editing navigation Filtering by date Filtering cashflow by timeframe Filtering recurring Filtering transactions Goals Investment Logging in Logging out Marking merchant as recurring Members Merchants Notification settings Notifications Onboarding Preferences Recurring Referrals Refreshing connections Reordering a group Settings Switching to dark mode Transaction detail Transactions Updating household information View financial progress Widgets

FLOW

Investment

Archived Jul 28, 2025

Monarch Screen screen in the Investment flow — 1ScreenFree

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