Features

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

Net worth syncing
Sync all of your accounts to know your complete financial picture
Budgeting
Create a fully customizable budget and stay on track month to month
Recurring
View all of your recurring transactions in one calendar
Investments
Track your portfolio allocation and the performance of your holdings
Spending insights
Analyze your spending and savings rate across all of your accounts
Custom dashboard
Customize your money dashboard to focus on what matters to you
Advice
Get personalized advice based on your unique situation
Financial goals
Track your progress for goals like buying a house or retirement
Transactions list
See all of your transactions across all of your accounts in one unified list
Collaboration
Invite a partner to your household for a joint view of your finances

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.