The modern way to manage your money
Managing money can be complicated. Track all of your accounts in one place, collaborate with your partner, and create a long term plan to achieve your goals. Get personalized advice along the way.
What people are saying about Monarch
4.8
All of your financial accounts in one place
Monarch syncs with over 11,000 banks and institutions, giving you a complete and up-to-date view of your entire financial picture.
Collaborate with your partner securely
Invite a partner to join your finances without the hassle of switching banks. They'll get their own login, and you'll both get a shared view of what's happening with your money.
Get personalized advice
Answer a few key questions about yourself to get advice on how to build financial resilience and make progress toward your goals.
All of your investment holdings in one place
Know exactly what you're invested in and how your portfolio is performing by syncing all of your investment holdings into one view. View your historical performance and allocation.
Customize your dashboard and charts
Use our beautiful reports, charts, and visualizations to identify trends in your finances, like how you much you’re saving and spending each month. Customize the layout to focus on what matters to you.
Budget the way you want and stay on track
Setup a budget to automatically monitor your spending and stay on track with your goals. We'll notify you when you go over budget and help you get back on track.
Stay on top of your spending
See a breakdown of where your money is going so you know how to improve. Easily identify subscriptions you no longer want, and catch fraud quickly with transaction notifications.
Create a plan to achieve your financial goals
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.
Security you can trust
Monarch protects your data with bank-level security. Your login details are never stored and access to your accounts is limited to read-only, we cannot move your money.
Focus on your money, not on advertisements
At Monarch, we're committed to building the best product to improve your financial life. That means an uncluttered experience with no distracting ads, and we'll never sell your financial data to third parties.