The first all-in-one
personal finance platform
Monarch helps you track everything in one place, and identifies all the ways to improve your financial health.
How it Works
Tell us your goals
Answer some basic profile questions about your stage of life and where you want to be, and we’ll do the rest.
We provide a plan
We setup and prioritize your financial goals using best practices including automatic monthly savings.
Track your progress
We track your progress, and help you stay on track by providing an accurate dashboard.
Your finances at a glance
With a simple and easy to understand dashboard, understanding your complete financial picture is never more than a glance away.
Track all of your accounts
We integrate with over 11,200 institutions to easily sync your bank accounts, transactions, assets, and liabilities. We’ll help you track how your net worth and financial situation changes over time.
Plan for the future you want
Budgets are the best way to be intentional about how you spend money. Answer some basic profile questions about your stage of life and where you want to be and we’ll help you create a budget tailored specifically to you.
Achieve your goals faster
With the help of the Monarch financial coach and personalized budget, we’ll show you the exact steps you need to take to achieve your goals, and even tell you the exact day you’ll achieve them.
Sync your transactions
Monarch knows where every penny is by aggregating all of your transactions, across every bank and credit account, into one master list. Easily recategorize and rename transactions on the go.
See where your money goes
Analyze your cash flow each month, how much you're saving, and identify areas where you can improve.