Monarch: Budget & Track Money

Monarch is a modern and refreshing way to manage money and track expenses. Our finance tracker is an all-in-one tool to help you achieve the highest level of financial control and clarity with ease.

Manage money and track expenses with a custom dashboard, modified to focus on what matters most to you. Track expenses, savings and investments easily with one simplified view.

Manage subscriptions or track bills with a calendar of recurring expenses. Money management is now more possible than ever with a calendar view of upcoming charges.

Saving money doesn’t need to be complicated. Track personal finance goals and see how your monthly income, spending, and savings behaviors compound over time to impact your financial future.

Improve your financial life with an easy and simple, all-in-one financial tool.

New Features:
- Manage subscriptions and bills with one calendar displaying all of your recurring charges
- View a list of recurring bills and subscriptions with attributes and include them in an existing Plan Forecast or future projections
- Widgets can be placed on your home screen to show things like budget or goal progress
 
Investments:
- Track investments by syncing your holdings & compare your portfolio performance to key benchmarks
- Our portfolio tracker lets you analyze historical performance & chart your allocation
- Integrations with Coinbase and Zillow to track crypto holdings and property value

Budget Tracker:
- Track spending, income, assets and your total net worth so you always have the complete picture
- Easy budgeting, with a budget view that tracks your monthly progress
- If you get off track, we’ll help you adjust your personal budget without feeling bad!

Expense Tracking:
- Track expenses and manage your personal budget with Monarch’s automatic categorization
- Get alerted to changes and set up rules to recategorize future transactions
- Monthly expense and income summaries allow you to view your total cash flow
- View your top merchants with expense breakdowns to see where you are spending your money

Custom Dashboard:
- Securely connect your accounts, assets, and liabilities for an easy overview
- Manage money with up-to-date balances and transactions, displayed in a simple dashboard
- Track expenses in one unified list, mapped according to past spending and saving behaviors
- Customizable widgets make on-the-go financial tracking easier
- Streamline financial management by collaborating with a partner for a joint view of your finances

Financial Goals:
- Financial planner: Create a long-term financial plan and goals to stay on track
- Track expenses, receive motivation and have fun progressing toward milestones
- At the end of each month, apply leftover savings toward your goals
- Watch your monthly income, spending and savings behaviors compound over time

A Membership With You in Mind:
Financial literacy and personal finance, simple and attainable. Our mission at Monarch is to help you improve your financial life. When you sign up for a Monarch membership, you get access to our roadmap portal where you can suggest and vote on the features that will help you the most. We’re here to serve you.

No Ads:
Monarch is not supported by advertisers. That means we will never interrupt your experience with annoying ads or try to sell you another financial product you don’t need.

Private and Secure:
Monarch uses bank-level security, and we never store any of your financial credentials. Our platform is read-only, so there is no way to move money around. We highly value your privacy and will never sell your personal or financial information to third parties.

Take charge of your personal finance, with Monarch.

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MEMBERSHIP DETAILS
Monarch is free to try for 7 days. After the trial period, the membership fee will be billed either monthly or annually, depending on which plan you select.

Privacy Policy: https://www.monarchmoney.com/privacy
Terms of Use: https://www.monarchmoney.com/terms