What people are saying about Monarch
4.7
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.
Understand and grow your net worth
The first step to financial health is knowing where you stand. Monarch syncs with 11,200+ financial institutions, so you'll always have a complete and up-to-date view of your assets, liabilities, and spending.
Track all of your investments in one place
Know exactly what you're invested in and how your portfolio is performing by syncing your investment holdings into one central view.
Fully 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.
Collaborate with a 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.
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 financial health, not on ads
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.