Quick System Review
We start with a fast diagnostic of your accounts, categories, and recent transactions to see where confusion or errors are showing up.
60-Minute Consultation
Session · 60 Minutes
60-Minute Money Map Check-In
A focused one-hour review session to troubleshoot issues, clear confusion, and help you understand exactly what’s happening inside your financial system.
- Review your accounts, categories, and recent spending flow.
- Fix incorrect rules, messy categories, or confusing transactions.
- Get clarity on what your dashboard is really telling you.
What We Can Cover in Your 60-Minute Session
This is a practical, hands-on review call. We’ll use your real numbers and real accounts to find problems, answer questions, and clean up what we can within the session.
Fixing Category & Rule Issues
We correct incorrect categories, clean up rules, deal with duplicates, and help your Money Map behave the way it should.
Spending Pattern Clarification
We look at where your money is actually going, which areas are driving overspending, and why certain totals may not match what you expect.
Transaction Troubleshooting
We walk through any confusing or suspicious transactions and make sure they are categorized and tagged correctly.
Dashboard & View Adjustments
We adjust basic settings, filters, and views inside Monarch or your chosen tool so the dashboard feels cleaner and easier to read.
Q&A on Your Money Map
You can bring any questions about your setup, reports, or cash-flow so you leave the session feeling clear and confident.
Before we meet
What to Prepare Before Your Check-In
A little preparation makes our 60 minutes much more powerful. Before we meet, please complete the following:
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Update your connections:Make sure your bank, credit card, and loan accounts are synced so recent transactions are visible.
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List your top 3–5 concerns:For example, “totals don’t match,” “categories feel messy,” “rules aren’t working,” or “spending looks higher than expected.”
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Flag confusing transactions:Note any charges, transfers, or refunds you’d like us to review together.
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Choose the months you care about most:Usually the last 30–60 days are ideal for a quick check-in and clarity review.
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Have your login ready:Keep Monarch (or your budgeting tool/spreadsheet) open and accessible so we can jump straight into your dashboard during the call.