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.

Monarch for Web and Mobile

How it works

Link your accounts

Link all of your balances and transactions into one cohesive dashboard.

Create a financial plan

Tell us your goals, we'll tell you how to achieve them. We'll also help you stay on track as life happens.

Track your progress

Understand where your money is going, and adjust your plan as life happens. Monarch is on your side.

Your finances at a glance
Your money 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
All of your accounts in one place

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
Ditch the budget, start a plan

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
Easily set goals

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
See all transactions, all the time

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
Monitor Every Dollar

See where your money goes

Analyze your cash flow each month, how much you're saving, and identify areas where you can improve.

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 the future.