Modern, intuitive design
Monarch has a beautiful, intuitive, and clean design across web, iOS, and Android. We obsess over the details to make sure every piece of the product is easy to use.
Robust transaction rules
Monarch's product empowers users to craft personalized transaction rules, enabling tailored control over their financial activity.
Invite a partner to your household for a joint view of your finances at no extra cost. You will each get your own login and a joint understanding of your finances. You can even invite a financial advisor.
Real estate and car syncing
Monarch automatically syncs your real estate and vehicle values, so your estimated asset values are always up to date.
Flexible budgeting tools
Monarch lets you budget your money in a way that works for you. Use rollovers, budget by group or category, and so much more.
Free trial period
Try Monarch for free for 7 days, or 30 days when you are referred by a friend.
Contribute to the product roadmap
We let our users vote on the features they want us to build next. We use this information to define our product roadmap to ensure we're always building the best product for our customers.
Full data migration
Monarch will take everything from your Simplifi account, including categories, descriptions, account names, and notes in one single upload.
Simplifi's website and iOS app prioritize functionality over usability in their design.
Simplifi only allows users to change merchant names and categories of transactions.
If you want to share your data with your partner, you must share your login and password.
Manually tracking options
Simplifi users need to manually enter estimated home and vehicle values.
No rollover budgets
Simplifi does not allow for rollover budgets.
Simplifi is a paid-only service, with no option for a free trial period.
No roadmap visibility
Simplifi does not have a public roadmap available. Users do not know what Simplifi is working on next.
Restricted data transfer
Simplifi takes only a portion of your migrated data and accounts must be uploaded one-by-one.