Import Your Balances from Monarch
Already track your accounts in Monarch? Export a balances CSV and update every account balance in RetirePlanAI in one pass — no retyping, no spreadsheets. Upload, review, done.
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Keeping your plan current means keeping your account balances current. If you already use Monarch to aggregate your accounts, you can export those balances and apply them to RetirePlanAI in a single review step.
- Export the balances CSV from Monarch in a couple of clicks
- Upload it to RetirePlanAI — only the latest balance for each account is used
- Accounts are auto-matched to your existing plan for you to confirm
- Review every change side by side before anything is saved
From Export to Updated Plan
In Monarch, go to Settings → Data → Download account balances to get the CSV. Everything after that happens inside RetirePlanAI.
- Auto-matching: Accounts are matched by their masked account number or by name, so most rows are ready to confirm
- Remembered mappings: Once you map an account, future imports match it automatically — every import after the first is just a quick review
- Safe by default: Stale balances are left unchecked, and liabilities like credit cards and loans are skipped
Your File Is Never Stored
The import is built to be private. Your CSV is read in memory to pull the latest balance for each account, then discarded.
- Processed in memory: The uploaded file is never written to our servers
- Balances only: Only the most recent balance per account is used — no transaction history is read
- You choose what applies: Every row is yours to include, remap, or ignore
- Optional cross-scenario sync: Update the matching account across your other what-if scenarios in the same step
Frequently Asked Questions
How do I get the CSV from Monarch?
In Monarch, open Settings → Data → Download account balances. That gives you a CSV of your account balances, which you upload to RetirePlanAI.
Does this connect to my Monarch account?
No. There is no account linking. You export a file yourself and upload it. RetirePlanAI never has access to your Monarch login or a live connection.
Is my file stored anywhere?
No. The CSV is processed in memory to read the latest balance for each account and is never saved to our servers. Only the balances you choose to apply are written to your plan.
Do I have to remap my accounts every time?
No. Your mappings are remembered. After the first import, matched accounts are recognized automatically, so each future update is just a quick review.
Keep Your Plan Current in Minutes
Import your Monarch balances and see your retirement outlook on today's numbers.
Free forever · No credit card required.
RetirePlanAI is not affiliated with, endorsed by, or sponsored by Monarch. Monarch is a trademark of its respective owner. RetirePlanAI simply reads a CSV file that you export and upload yourself.