Build and track budgets by creating a financial plan in minutes.
Keep track of weekly and monthly expenses using Monarch's budgeting tools to keep track of your finances. We'll notify you if you're off your budget targets so you can get back on track. Create a budget today.
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All of your financial accounts in one place
Monarch syncs with over 11,000 banks and institutions, giving you a complete and up-to-date view of your entire financial picture.
Collaborate with your partner securely
Invite a partner to join your finances without the hassle of switching banks. They'll get their own login, and you'll both get a shared view of what's happening with your money.
All of your investment holdings in one place
Know exactly what you're invested in and how your portfolio is performing by syncing all of your investment holdings into one view. View your historical performance and allocation.
Track your progress on your financial goals
Track all of your financial goals and create a plan to achieve them. If you get off track, no problem! We'll always help you get back on track when life happens.
Customize your dashboard and charts
Use our beautiful reports, charts, and visualizations to identify trends in your finances, like how you much you’re saving and spending each month. Customize the layout to focus on what matters to you.
Budget the way you want and stay on track
Setup a budget to automatically monitor your spending and stay on track with your goals. We'll notify you when you go over budget and help you get back on track.
Stay on top of your spending
See a breakdown of where your money is going so you know how to improve. Easily identify subscriptions you no longer want, and catch fraud quickly with transaction notifications.
Search for anything
Monarch brings all of your financial data together and makes it easy to find exactly what you're looking for.
Security you can trust
Monarch protects your data with bank-level security. Your login details are never stored and access to your accounts is limited to read-only, we cannot move your money.
Focus on your money, not on advertisements
At Monarch, we're committed to building the best product to improve your financial life. That means an uncluttered experience with no distracting ads, and we'll never sell your financial data to third parties.