How To Use Monarch

Join us for How To Use Monarch, a totally FREE workshop to learn how to use our team's favorite budgeting app — co-hosted by Alexa Claire (TFD Content and Production Manager) along with Rachel Samara (TFD Marketing Director) who both use Monarch daily!

Managing your money gets a lot easier when you have a tool that does the heavy lifting for you—and Monarch is one of the most effective, intuitive budgeting platforms out there. In this workshop, we’ll walk you step-by-step through how to set up Monarch, personalize it to your financial goals, and use its most powerful features to take control of your spending.

Whether you’re budgeting for the first time or looking to finally stay consistent, this session will help you build a system that actually fits your real life. Come ready to follow along, ask questions, and leave with a clear structure you can start using immediately.

This workshop will include an hour-long presentation, followed by 30 minutes of audience Q&A.

WHAT YOU'LL LEARN:

• How to set up your Monarch dashboard and customize categories that reflect your actual life (not generic templates).
• How to track spending, set goals, and create budgets that are realistic—and sustainable long-term.
• How to use advanced features like automated rules, shared budgets, and financial planning tools.
• How to use Monarch to reduce financial stress by creating a clear, predictable money routine you can rely on.

EVENT DETAILS:

• Date: December 4th
• Time: 12:00pm et
• Location: Zoom

YOU MUST DOWNLOAD MONARCH IN ORDER TO ACCESS THIS WORKSHOP! WHEN DOWNLOADING MONARCH, MAKE SURE TO USE OUR SPECIFIC LINK. IT HELPS US IMMENSELY WHEN YOU SIGN UP USING THE TFD LINK AND/OR PROMO CODE!

ABOUT MONARCH

Monarch was named the “best Mint replacement” by Forbes, and WSJ named it the best budgeting app. We highly recommend using Monarch to take the guesswork out of managing your money — use it to budget, set goals, and actually understand where your money’s going.

Even better: there’s no ads, no selling your financial data to third parties, and no "premium only" upsells — just a clean, secure app that makes managing money feel way less overwhelming.

Join over 1M other Monarch users — click here and get 50% off your annual plan with code TFD50.