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.
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.
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.
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.
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.
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 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 to fit your needs and identify trends in your finances. Build custom reports to get a deeper understanding of your finances.
Monarch brings all of your financial data into one place and makes it easy to find exactly what you're looking for.
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.
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.