Aggregate Finance

Switching from Monarch

Export from Monarch

  1. On a computer, open Monarch in your browser and go to Settings, then Data.
  2. Choose Download transactions. It saves every account’s transactions in one CSV.
  3. Each download holds up to 10,000 transactions. If you have more, download each account on its own: open it from Accounts, choose Edit, then Download transactions.

What Aggregate Finance imports

The columns Aggregate Finance reads from your Monarch file, and the column on your spreadsheet’s Transactions tab that each Monarch column fills. Imported rows say Imported in the Source column.

Dategoes toDate
Merchantgoes toMerchant
Amountgoes toAmount
Money out shows as positive, as in your spreadsheet
Categorygoes toCategory
Matched to your categories. You choose any we can’t match
Notesgoes toNotes
Accountgoes toAccount
You choose which of your accounts each one is
Original StatementMatching only
Used to match transactions your bank already sent
monarch-transactions.csvYour file
Date,Merchant,Category,Account,Original Statement,Notes,Amount,Tags
2026-03-02,Corner Market,Groceries,Everyday Checking,CORNER MKT #0412,,-62.10,
2026-03-13,Example Employer,Paychecks,Everyday Checking,EXAMPLE EMPLOYER PAYROLL,March pay,2850.00,
Transactions tabAfter import
DateMerchantCategoryAccountAmountSource
Mar 2, 2026Corner MarketFood & drinkEveryday Checking$62.10Imported
Mar 13, 2026Example EmployerIncomeEveryday Checking-$2,850.00Imported

Then import it into Aggregate Finance

  1. Connect your banks

    Sign up and connect your banks through Plaid. We get the last 12 months of transactions from each one, and your Monarch export covers the years before that.

  2. Upload your Monarch file

    Choose Start an import on your dashboard, pick Monarch, and upload the file. We recognize Monarch’s columns, so there’s nothing to set up.

  3. Check what’s new

    Transactions your banks already sent are matched, so each one shows up once. If we’re not sure, you decide. You can remove an import later.

Get started

Monarch is a trademark of its owner. Aggregate Finance isn’t affiliated with, endorsed by or sponsored by Monarch.