Gain total control of your money

Stay on top of your financial life with the first all-in-one personal finance platform. Monitor your spending, track your goals, and create a financial plan in minutes.

Monarch for Web and Mobile

What people are saying about Monarch

Simple and clean design that still offers enough complexity to be useful – love it!
Josef P.
So many more options to personalize my financials than the other products. I'm a huge fan!
Ray S.
The setup is extremely easy and quick. I love how easy it is to visualize where my money is going.
Brent R.
I like the approach – pay for a service without ads and provide value that better helps me with my finances.
Nate H.
See all your money in one place
Your money dashboard

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
Sync with your banks

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
Create a Plan

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
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
Contribute to your goals

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 every transaction

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
Monitor Every Dollar

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
Work together

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
Private and Secure

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
Ad-Free experience

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.

Achieve financial resilience

Monarch is a growing platform that brings together everything you need to improve your financial health, giving you peace of mind for your future.