What people are saying about Monarch
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See all your money in one place
Feel in control by seeing all of your bank accounts, credit cards, loans, and assets all in one customizable dashboard.
Stay in sync with your money
We securely connect to over 11,200 financial institutions using bank-level security so that your balances and transactions are always up to date, automatically.
A financial plan for the rest of us
Easily create a financial plan so that you can see how different income and spending scenarios impact your financial goals.
Keep the big picture in view
Track all of your financial goals and create a plan to achieve them. If you get off track, no problem! We'll always help you get back on track when life happens.
Build healthy financial habits
At the end of every month, we'll show you how your spending has impacted your goal timelines. Research shows that connecting your monthly spending to your long term goals makes it easier to improve your financial habits and achieve your goals.
Sync all of your transactions
Track where every dollar goes by aggregating all of your transactions into one unified list. Easily recategorize and rename transactions on the go.
See where your money is going
Analyze your cash flow each month, how much you're saving, and identify areas where you can improve.
Built-in collaboration
Whether it's a partner or a financial planner, you can invite others to your Monarch account and work together to reach your financial goals.
Security you can trust
Monarch protects your data with bank-level security, and has read-only access to your financial accounts. We also never store any of your bank login details.
No advertisements
At Monarch, we make money through subscriptions, period. This allows us to focus on building the best product to improve your financial life. We don't show you ads for products you don't need or sell your financial data to third parties.