Features

Get clarity on your finances

Explore all the ways you can gain total control of your money with Monarch. We release new features based on user feedback every month.

Best-in-class data connectivity for tracking your net worth

Flexible budgeting tools and rollovers for staying on track

Manage all of your bills and subscriptions in one calendar

Track your portfolio allocation and the performance of your holdings

Customizable reports to visualize exactly where your money is going

Personalize your financial dashboard to fit your needs

Track your progress for goals like buying a house or retirement

See all of your transactions across all of your accounts in one list

Invite a partner to your household to collaborate at no extra cost

The modern way to manage your money

Monarch is an all-in-one platform that brings together everything you need to optimize your finances. Join thousands of families using Monarch to achieve financial resilience.