This new Net Worth chart allows you to view your Net Worth over different periods of time, and interact with the chart directly to see the daily change.
We’ve launched the initial beta version of the new Reports feature. You can now generate custom charts based on your categories, groups, accounts, tags, and more. This is a fantastic way to visualize trends in your finances.
Now you can assign transactions as needs review by a specific person in the household, or anyone in the household. The assignee will receive a notification and see the transaction on the dashboard.
This interactive diagram gives you a clear and engaging view of where your money comes from and where it goes each month.
Group-level budgeting provides a more flexible way to track your spending.
Enhanced account connectivity, new features, and bug fixes to empower better financial decision-making.
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