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Keep your financial plan accurate by syncing account balances from Monarch to ProjectionLab in one click. This extension helps you avoid manual updates by automatically transferring your latest balances into ProjectionLab, so your projections and retirement plans stay up to date. What gets synced - Savings accounts - Investment accounts (including balances and cost basis) - Real assets - Unsecured debts Why use this extension? - Eliminate manual data entry - Keep projections aligned with real data - Save time while maintaining accuracy Subscription & Trial This is a paid extension that works with Individual and Pro plans in ProjectionLab. A 3-day free trial is included so you can try it before subscribing. Disclaimer This extension is not affiliated with or endorsed by Monarch or ProjectionLab. NO DATA is collected or leaves your device.
WealthStack
Track credit card benefits and points, auto add credit card offers, and unlock insights in Monarch. WealthStack is a Monarch extension to track credit card benefits, points, and investment insights inside Monarch, and auto add credit card offers on supported bank websites. Track credit card benefits and rewards, track points from airline and credit card programs, and unlock additional insights directly within Monarch —while automatically adding credit card offers on sites like American Express and Chase. Bring together rewards, offers, and financial data into a more unified view. Track Credit Card Benefits - Track credit card benefits based on your actual spend in Monarch - Monitor progress toward sign-up bonuses (SUBs) - See which benefits you’ve used vs. unused Track Points & Rewards - Track credit card points and airline miles directly in Monarch - View rewards alongside your net worth - Works with major banks and airline programs Auto Add Credit Card Offers - Automatically detect and auto add credit card offers on supported sites - Supports major issuers like American Express and Chase - No more manually activating offers Enhanced Monarch Insights - Track cost basis of investments - View asset allocation and portfolio breakdown - See mortgage interest rates inline Bank Offers - Discover bank account bonus offers you may be eligible for Data usage WealthStack only runs on supported financial websites to provide its functionality. - Data is processed locally where possible and used only to provide features within the extension. - AI processes ticker symbols & percentages without any personal data to built the allocations Disclaimer WealthStack is an independent tool and is not affiliated with or endorsed by Monarch, American Express, Chase, or any financial institution.
Monarch Money | Retail purchase sync
Smarter categorization for your shopping trips, automatically Ever buy paper towels, protein powder, and a birthday gift in one Amazon order… only to see it grouped into a general “Shopping” category in Monarch? Now, there’s a better way. This extension helps Monarch sync with retailers like Amazon and Target to better categorize and split your retail purchases, automatically. You’ll now have… 🧠 Smarter categorization 🧹 Cleaner budgets and reports ⏱️ Way less manual editing 🗒️ Notes to remind you the details of a transaction - Download the extension and log into Monarch - Make sure you are logged into your Amazon and/or Target account from the same browser, then connect to that retailer using the extension - Your initial sync will include orders from the past three months - Any orders that are matched to transactions in Monarch will be split and/or recategorized as needed - You can choose to have a new sync occur every 24 hours to match and categorize any fresh orders - Historical orders can be synced with a manual backfill from the extension settings The extension currently works with Amazon and Target, with more retailers coming soon. No more guessing. No more re-categorizing. Just clear, accurate categorization and insights that make Monarch work harder for you. - While the extension currently supports Amazon US, we’ll be working on Amazon Canada soon. - This extension uses AI to process receipt data and properly categorize transactions. No personally identifiable information is ever shared and the only information passed through is what is required to analyze the order itself (i.e. item name, merchant name, price and purchase date).
Mint Data Exporter, by Monarch Money
Browser extension to export your data from Mint. Built by the team at Monarch Money. Export your Mint.com transactions and account balance history before Mint shuts down. Mint is shutting down and migrating its users to Credit Karma on March 23, 2024. --- Best Mint alternative --- This tool is brought to you by Monarch Money. Monarch is the best Mint alternative. Once you finish exporting to CSV, you can import all of your Mint history files with just a few clicks into Monarch and start managing your money like a pro. --- Getting started --- Use this chrome extension while on the Mint.com website to export your transactions and your net worth history. When on the Mint website, the extension will detect your Mint account and give you options for what to download. The extension will download CSVs to your computer with all of your financial data. Your data is NEVER shared. --- Export transactions --- This extension can export all of your transactions at once into one CSV with no limits. Mint's own transaction export tool only exports 10,000 transactions at a time. --- Export account balances --- This extension can also export the balance history for all of your accounts with just one click. Mints own balance history export tool must be done once per account.
Savewise: Stack Cashback Shopping Portals & Maximize Credit Card Rewards
Earn up to 30% in cash back, airline miles, and credit card points while shopping with Savewise. Instantly compare offers between 29+ shopping portals to optimize your rewards. Stack offers with Amex, Chase, Rove Miles, and Citi. The Savewise extension automatically appears while you’re browsing any of the 30,000 supported merchants. View cashback offers for multiple shopping portals like Rakuten and Capital One Shopping to see where to get the best rates. Sync your Chase & Amex offers to Savewise to find stacking opportunities. Auto-activate all of your offers with a single click, including SimplyMiles and Rakuten In-Store offers. With just one-click, clip all your digital coupons for your neighborhood grocery store. Supported at over 3,000 grocery stores around the country. See how many airline miles you can earn from while shopping online, including American and Delta airlines. Savewise shows you how cashback offers for a store have trended over time, so you can quickly determine whether you’re getting a good discount or wait for a better offer. Savewise shows you cashback and airline miles discounts for thousands of retailers and brands of all categories like clothing, electronics, furniture, and kitchen supplies.
