What's new at Monarch

We've launched a new version of goals to help you give all of your financial accounts a job. We've also improved account syncing, merchant naming, and launched a number of bug fixes and performance improvements.

Start the new year off with a review of your financial progress in 2022.

This new search engine lets you quickly lookup any of your financial data.

You can now create a manual investment account and enter the shares you own so that your personal portfolio value can be tracked over time.

There is a whole new way to track money on your iPhone (or iPad) without even needing to open up the Monarch app.

Detect recurring transactions and manage them on a new calendar view

You can now add your Venmo account to Monarch! We also addressed a number of other bug fixes, performance improvements, and more

You can now mark transactions as reviewed, and control what transactions require a review based on your personal criteria. We also addressed a number of bug fixes and improvements

You can now track all of your investments in one place in the Monarch mobile apps. This includes crypto! We also resolved some bug fixes and performance improvements

We've updated the mobile app navigation to bring back the Plan tab. We've also made a number of product improvements like the ability to delete transactions in synced accounts, bulk edit of transactions now includes tags and notes, and more

You can now roll over a budget between months! This was one of our most highly requested features. We also launched dark mode, and a referral rewards program for those that want to share Monarch with friends and family

You can now tag transactions and create custom tags, and you can also import your transactions from other institutions with a CSV. We also made a number of product improvements

You can now connect your Coinbase account to track your crypto portfolios on the investments page. We also launched some tools to organize your accounts more effectively

We launched an improved layout to the Plan! We also released our mobile app as an iPad app for those that want to access Monarch on their tablet. We also addressed a number of bug fixed and product improvements

We launched a new Advice feature inside Monarch on web, and also launched the ability to sync your home value to Monarch from Zillow. We also made a number of product improvements to investments, and other areas of the product

We've made a number of improvements to the Plan, and also launched the ability to sign in via Apple and Google. You can also now edit multiple transactions at once on mobile

You can now view a monthly report of everything happening with your money. This feature is accessible from the dashboard on mobile. You can also now bulk edit multiple transactions at once

You can now track all of your investments in one place in the Monarch web app! Track all of your holdings across your investment accounts in one beautiful interface

You can now sync your Apple Card from your iPhone to the Monarch iOS app. We also launched a new net worth graph, and a number of other product improvements

You can now customize your dashboard to fit your unique needs, and add manual accounts and transactions to Monarch when your accounts don't sync. We also launched the ability to split transactions on mobile

You can now more reliably sync your Capital One and Charles Schwab accounts to Monarch! We also launched the ability to add receipts and attachments to transactions to keep track of your receipts in Monarch

You can now install Monarch on your Android devices! You can also now create transaction rules on mobile, and add notes to your transactions

You can manually trigger a refresh of your account balances and transactions. We also added a new security layer with multi-factor authentication

Monarch is now available on iOS in the United States! Download it now from the App Store. We also launched a new goals feature, and new planning tools