Connect Your Coinbase Account
Monarch Money now allows direct integration with your Coinbase account through its web app (mobile support coming soon). To connect:
- Navigate to the Add Account section
- Select Coinbase from the institutional logo tiles
👉 Discover how real-time crypto tracking boosts portfolio management
Key features of Coinbase integration:
- Updates cryptocurrency prices every 2 minutes, 24/7
- Displays account balances in your net worth calculations
- Classifies all crypto holdings under a new "Cryptocurrency" asset type in the Investments section
- Consolidates crypto holdings across multiple platforms (traditional brokerages and crypto exchanges)
We're expanding our cryptocurrency features and welcome feedback about desired functionality through our Feature Request system.
Enhanced Account Management Tools
Account Status Control
Mark accounts as inactive to:
- Stop transaction synchronization
- Set balance to $0 while preserving historical data
- Maintain complete transaction history up to inactivation date
Custom Account Organization
- Manually sort accounts and groups (web only)
- Preserve preferred order across all devices
- Override default chronological sorting
👉 Learn advanced strategies for financial account organization
Improved Rules Functionality
Expanded Rule Criteria
Create rules based on:
- Original transaction text (not just merchant names)
- Multiple categories, accounts, or merchants simultaneously
Rules Applications:
- Streamlined transaction categorization
- Automated account transfers
- Custom spending alerts
Recent Platform Updates
| Improvement Area | Details |
|---|---|
| Zillow Integration | Enhanced address support |
| Goal Linking | Fixed budget page navigation |
| Manual Accounts | Corrected update timestamps |
| Balance Adjustments | Clarified system category usage |
Coming Soon: New Features
Rollovers
- Expected release: Soon
- Functionality: Period-to-period budget adjustments
CSV Import
Uses:
- Mint data migration
- Manual statement uploads
Benefits:
- Bank-independent synchronization
- Alternative to automatic syncing
Tagging System
- Create custom transaction tags
- Filter cash flow reports
- Organize financial data
Frequently Asked Questions
Q: How often does Coinbase data update in Monarch?
A: Every 2 minutes, 24/7.
Q: Can I recover transaction history if I mark an account inactive?
A: Yes, all history remains intact - only new transactions stop syncing.
Q: When will mobile support for Coinbase integration be available?
A: The mobile app update is coming very soon.
Q: What's the advantage of manual account sorting?
A: You can prioritize frequently used accounts at the top of your view.
Q: Will Monarch support other crypto exchanges?
A: Yes, additional exchange support is planned based on user demand.
Q: How do rule improvements help users?
A: They enable more precise transaction automation and categorization.