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.
4.8What our customers are saying
Best-in-class data connectivity
Monarch syncs with multiple financial data aggregators, more than any competitor, to give you the best chance at connecting all of your accounts and keeping them in sync.
Transaction rules to keep everything organized
Monarch uses AI to clean your transactions, and gets smarter over time. If you want more control, you can use transaction rules to predictably update merchant names, categories, tags, notes, and more to keep everything organized.
Flexible budgeting tools and rollovers
Create a budget with custom categories and rollovers to help you stay on track. You can budget every category, or budget at the group level, whatever works for you. We'll help you stay on track with automatic notifications.
See exactly where your money is going
Our diagrams and charts make it easy to see where every dollar of your hard-earned money is flowing, so you can track your spending patterns at a glance.
Collaborate with your partner securely
Invite a partner or financial advisor to collaborate at no extra cost. 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.
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.