What’s New
We're always working on new features and improvements. Check back here for the latest updates to Monarch.
May 23, 2025
Announcing Monarch’s $75M Series B financing
This capital will accelerate our mission of bringing financial wellness to the masses.
February 12, 2024
New Net Worth Chart, Investment Transactions and more!
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.
December 10, 2023
Reports, Canada, Improved Syncing
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.
October 26, 2023
Assign transactions to a household member for review
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.
October 13, 2022
Manual investment holdings
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.
September 29, 2023
Visualize your cash flow like never before
This interactive diagram gives you a clear and engaging view of where your money comes from and where it goes each month.
August 31, 2023
Group level budgeting
Group-level budgeting provides a more flexible way to track your spending.
May 11, 2023
Connectivity improvements
Enhanced account connectivity, new features, and bug fixes to empower better financial decision-making.
March 29, 2023
Goals 2.0
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.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.
November 29, 2022
Global Search
This new search engine lets you quickly lookup any of your financial data.