How to videos
Customer Portal
Login Link (bookmark this!)
Getting Started: sign up, payment and about you (8 min)
Uploading Documents
Elements
Initial Setup (4 min)
Mobile Setup (6 min)
How to manually update account balance (1 min)
Quarterly Progress Data Check (3 min)
Understanding your element scores
Monarch
Activating Account (4 min)
Creating your first budget (4 min)
Using Goals (4 min)
How to handle Venmo data (3 min)
Setting up next month budget (3 min)