Track your net worth
All of your accounts in one place
Sync all of your bank accounts automatically to Monarch to track your balances and net worth over time. Your data is always protected with bank-level security.
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Net worth
Chart your net worth over time
Bring together your bank accounts, real estate, investments, credit cards, loans, and more.
Include your real estate property values by syncing with Zillow Zestimates.
Filter and view assets, liabilities, and net worth reports in a way that’s most helpful to you.
Dashboard
Your home base for money clarity
Customize your dashboard so the important stuff is front and center.
Drag and drop widgets including net worth, recent transactions, investment performance, and more.
Swipe through your monthly review for quick insights on your cash flow and expenses.
Reports
Reports and charts that are as powerful as they are beautiful
Endless report options, from spending by category to the fan favorite Sankey diagram.
Slice and dice reports for insights that will help you make smart money moves.
Zoom out for the big picture, or zoom in on specific time frames, category level spending, and more.
Investments
Your diverse portfolio of investments, together in one place
Including individual stocks, mutual funds, 401ks, ETFs, crypto, and more.
Identify top movers and determine where to invest next.
See your investment allocation and adjust your risk profile as needed.
Transactions
See what's coming and going
Easily search for any transaction, across all your accounts.
AI categorization of your transactions gives you insights you need, without the heavy lifting.
Swipe to quickly review or edit transactions as they come in.
The money app everyone is talking about
“I love everything about this app. Building a budget is easy, tracking spending is awesome, and everything I wanted in an app this can do! So easy and flexible.”
App Store Review
"I have tried and used many budgeting apps — Mint, copilot, rocket money— and Monarch is by far the best one. I love the customization and monthly overviews. I feel more in control of my finances."
App Store Review
“This app does it all. It combines extremely granular monthly budgeting functionality with holistic, high-level wealth management tools/goal setting better than any app out there.”
App Store Review
“Because of this app, I feel like I am not winging it financially anymore and feel on top of my spending.”
App Store Review
“I love how many features (bill calendar, cash flow manager, easy budgeting, goal setup and tracking, etc) allow you to get a crystal clear picture of where you stand each month.”
App Store Review
"Finally a financial dashboard that allows for intuitive customization but also has a powerful set of pre-built functionality! Safe to say we’ve become more aware of our financial situation and made moves toward progress since joining Monarch Money."
App Store Review