Monarch Money | Retail purchase sync

Overview

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 HERE’S HOW IT WORKS: - 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. ADDITIONAL INFORMATION - 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).