What is Monarch Money?
Monarch Money is an all-in-one money platform that brings together everything you need to manage your finances effectively. It allows you to track all of your account balances, transactions, and investments in one place, collaborate with your partner or financial advisor, and access it on web, iOS, and Android.
Features of Monarch Money
Best-in-class data connectivity
Monarch Money syncs with multiple financial data aggregators, more than any competitor, to give you the best chance at connecting all of your accounts and keeping them in sync.
Transaction rules to keep everything organized
Monarch Money uses AI to clean your transactions, and gets smarter over time. If you want more control, you can use transaction rules to predictably update merchant names, categories, tags, notes, and more to keep everything organized.
Flexible budgeting tools and rollovers
Create a budget with custom categories and rollovers to help you stay on track. You can budget every category, or budget at the group level, whatever works for you.
See exactly where your money is going
Monarch Money's diagrams and charts make it easy to see where every dollar of your hard-earned money is flowing, so you can track your spending patterns at a glance.
Collaborate with your partner securely
Invite a partner or financial advisor to collaborate at no extra cost. They'll get their own login, and you'll both get a shared view of what's happening with your money.
All of your investment holdings in one place
Know exactly what you're invested in and how your portfolio is performing by syncing all of your investment holdings into one view.
Track your progress on your financial goals
Track all of your financial goals and create a plan to achieve them. If you get off track, no problem! Monarch Money will always help you get back on track when life happens.
Custom dashboard and reports
Customize your dashboard to fit your needs and identify trends in your finances. Build custom reports to get a deeper understanding of your finances.
Search for anything
Monarch Money brings all of your financial data into one place and makes it easy to find exactly what you're looking for.
Security you can rely on
Monarch Money protects your data with bank-level security. Your login details are never stored and access to your accounts is limited to read-only, we cannot move your money.
No advertisements
At Monarch Money, we're committed to building the best product to improve your financial life. That means an uncluttered experience with no distracting ads, and we'll never sell your financial data to third parties.
Pricing
Get 30% OFF your first year with code WELCOME. Sign up now and start managing your finances effectively.
Helpful Tips
- Use Monarch Money's AI-powered transaction cleaning to keep your transactions organized.
- Create a budget with custom categories and rollovers to help you stay on track.
- Collaborate with your partner or financial advisor to achieve financial resilience.
Frequently Asked Questions
Is Monarch Money secure?
Yes, Monarch Money protects your data with bank-level security. Your login details are never stored and access to your accounts is limited to read-only, we cannot move your money.
Can I collaborate with my partner or financial advisor?
Yes, you can invite a partner or financial advisor to collaborate at no extra cost. They'll get their own login, and you'll both get a shared view of what's happening with your money.
Is Monarch Money available on mobile?
Yes, Monarch Money is available on web, iOS, and Android.