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. -- 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
Least worst Mint alternative...
... but they know it, and don't seem too worried to improve after the user bonanza they must have got (despite having to pay for the app). There are many useful features and functionalities missing, which can be submitted via "feature requests". However, after +1 month there are no follow-ups or app updates.
Effective
I need clear visual aids and Monarch has that. Also, lots of tools for what you pay.
Requested Refund within policy timeframe and never got it!!
I requested a refund and canceled my subscription 1 day after the subscription started. According to Monarch, as long as you cancel an annual subscription within 30 days you will receive a refund. I sent in a request for a refund over 3 days ago and have not been given one and my subscription is canceled so that means I can’t even access my account while Monarch is holding my money. Please offer me a refund Monarch.
Even Better than Mint
I was a Mint Gold user, as everyone knows about the Mint fiasco I tried to use the Credit Karma migration and it was god awful. Apparently it was a blessing in disguise, as Monarch Money is even better than Mint. Better UI, easier navigation and rule setting, good custom settings and categorization… I am very happy with this new app and will be using it going forward.
Need to add investment transactions, asap
This would be a five star review but it does not support transactions for brokerage accounts. Huge miss, Mint supported these transactions. Until I can see this detail it’s only giving part of financial picture.
Mint Users Welcome Home
I heavily relied on Mint and was very discouraged when I heard they were shutting down. I scrambled trying out multiple different budget apps and they all fell short in one way or another. Monarch is THE best replacement for Mint. Everything I did in Mint can be done in Monarch and the user experience is very similar. In fact I know prefer Monarch and wouldn’t go back to Mint because of the transaction review feature and the ease of recategorizing transactions which was lacking from Mint. Also Monarch has a roadmap portal where you can request new features. They are very responsive and have been adding a lot of new features that people have suggested.
Monarch is what Mint should have been!
Monarch is everything Mint should have been. I was an early Mint adopter and before its acquisition by Intuit, features were added frequently and the value grew. However it has grown stagnant the past few years and I am happy to report that Monarch really exceeds it in every way.
Apr 20, 2024
Apr 19, 2024
Apr 18, 2024
Fix issue where budget would appear to not save on the first time- Investments
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