Business filter

With Monarch’s Plus plan, you can put accounts under a business and switch Cash Flow, Transactions and Reports between the household and each business. Recurring doesn’t have that switch yet, so business bills and household bills mix there.

Wingspan adds the same switch to Recurring. Pick the household or a business, and its bills, totals, card payments and free cash show on their own. A choice made on Cash Flow carries over to Recurring.

It only appears for households with a business set up in Monarch.