A Chrome extension that syncs account balances and budget data from Monarch Money into ProjectionLab — keeping your financial projections current without manual entry.
Monarch Money is great at tracking what you have and what you spend. ProjectionLab is great at projecting where you're headed. This extension bridges the two — pull real account balances and spending data from Monarch and push them into ProjectionLab's plans, so your projections always start from reality and stay there.
Connect each Monarch account to a ProjectionLab account. Use Auto-map by name for one-click fuzzy matching, or pick manually from a dropdown grouped by account type. Don't see a match? Create new PL accounts right from the dropdown — individually or in bulk with Create all unmapped.
Map Monarch budget categories to ProjectionLab plan expenses. Choose whether to sync your budgeted (planned) amounts or actual historical spending with configurable lookback windows and averaging — override the source per category or per group.
Combine multiple Monarch accounts or budget categories into a single ProjectionLab entry. Roll all your checking + savings into one "Cash" balance, map a mortgage balance with a zillow value into one Home asset in PL, or group related spending like "Diapers", "Child Care", and "Baby Sitting" into a single "Childcare" expense — then apply it across any combination of plans.
Before anything is written, review every value that will be pushed. Account items show the mapped balance; budget items show the converted amount at the target frequency. One click to push it all to ProjectionLab.
Install the Chrome extension from here
Run a lightweight Python proxy on your own machine. Your Monarch credentials stay local and are sent only to Monarch's API — never to any third-party server.
Sign in with a Monarch Bridge account and let the hosted service handle Monarch data fetching for you. No local server, no Docker, no Python — just install the extension and go.
- Docker Desktop (recommended), or Python 3.11+
- Google Chrome (or any Chromium-based browser, I'm a BIG fan of Vivaldi if you're looking for unsolicited suggestions)
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Clone this repo or download the
Monarch API/folder. -
Start the proxy:
cd "Monarch API" docker compose up -d
The API will be available at
http://localhost:47821. -
Enter your Monarch credentials in the extension's Setup tab — they're sent from the extension to your local proxy via request headers. Nothing is stored on disk.
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Create and activate a virtual environment:
python -m venv venv source venv/bin/activate # Windows: venv\Scripts\activate
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Install dependencies:
pip install -r "Monarch API/requirements.txt" -
Run the proxy:
uvicorn monarch:app --host 127.0.0.1 --port 47821 --app-dir "Monarch API" -
Enter your Monarch credentials in the extension's Setup tab — they're sent from the extension to your local proxy via request headers. Nothing is stored on disk.
- Open Chrome and navigate to
chrome://extensions - Enable Developer mode (toggle in the top-right corner)
- Click Load unpacked and select the
monarch-extension/folder - Pin the extension to your toolbar for easy access
Open the extension popup and go to the Setup tab. Click Fetch from PL while you have ProjectionLab open — this retrieves your Plugin API key and loads all your PL accounts and expenses.
Self-hosted: Enter your Monarch credentials and proxy URL, then click Load from Monarch.
Hosted: Click the Account button in the header, sign in, then click Load from Monarch.
Go to Mapping → Accounts. Use Auto-map by name for a head start, then fine-tune. Accounts without a PL match can be created inline or bulk-created with Create all unmapped.
Go to Mapping → Budgets. Connect each Monarch category to a PL plan expense, choose which plans to apply it to, and pick the expense frequency. Select Actual as the source to use real spending data instead of budgeted amounts.
Go to the Merge tab to combine multiple Monarch accounts or budget categories into single PL entries. Great for simplifying your projection model without losing granularity in Monarch.
Go to the Sync tab, review the preview, and click Push to ProjectionLab. Done.
If your Monarch account uses TOTP-based two-factor authentication, you can provide the base32 secret key in Settings → Monarch Authentication. When enabled, the extension generates TOTP codes automatically — no manual entry of 6-digit codes on every session refresh.
The hosted version eliminates the need for a local proxy. Sign up for a Monarch Bridge account, and the extension routes data through a secure backend:
- Monarch credentials are sent directly to Monarch's API from your browser — never stored on our servers
- Session tokens are stored for up to 10 minutes to complete MFA flows
- An active subscription is required (manage billing from the Account dropdown)
If you're using the self-hosted version and find this extension useful, consider donating via the Donate button in the extension header.
Pull requests are welcome. Please open an issue first for significant changes.
MIT