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.

Get personalized advice based on your unique situation

Financial planning

Create a long term financial plan and stay on track month to month

Net worth syncing

Sync all of your assets and liabilities to know where you stand

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

Transactions list

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

Transaction rules

Create custom rules to categorize transactions automatically

Financial goals

Track your progress for goals like buying a house or retirement

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.