Money management and financial advice, available in an all-in-one personal finance app.

Manage money the modern way with Monarch. Budgeting or financial planning - achieve the highest level of financial control, today.

Household budget manager or personal finance tracker - manage money with a custom money 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.

Financial planning doesn’t need to be complicated. Track money and goals to see how your spending and budgeting behaviors compound over time. Shared budget or personal - Monarch provides you with the tools you need to optimize your finances.

Manage money today with an all-in-one financial management app. Personal finance and money management, the modern way.

Custom, Money Dashboard
- Household budget or personal finance: Track money with up-to-date balances and transactions
- Securely connect your savings, checking accounts, assets and liabilities
- Budget manager: Track expenses and spending in one unified list
- Money dashboard: Focus on what matters most with customizable widgets
- Shared budget tracker: Collaborate with a partner for a joint view of your finances

Personal Budget
- Money management is easy with our budgeting app
- Easy budget maker: Track your total net worth, without the spreadsheet
- Personal budget with a view that tracks your monthly budgeting progress
- Financial advisor tools help you adjust your plan if you get off track
- Home budget manager: Save for your first home with Monarch’s tools and tips

Investment Portfolio
- Investment tracker: Sync your holdings & compare your performance to key benchmarks
- Portfolio tracker to analyze historical performance & chart your allocation
- Integrations with Coinbase account and Zillow to track crypto holdings and property value

Financial Planning
- Financial planner: Create long-term plans and money goals
- Track spending and receive motivation as you progress
- Money goals: At the end of each month, apply leftover savings toward your goals
- Watch how your monthly income, spending and savings behaviors impact your financial goals
- Financial advisor or partner: Share your personal finance plan and collaborate

Additional Features
- Recurring: Manage subscriptions and bills with one calendar displaying all of your recurring charges
- Easy budget tracker for a joint overview of your finances
- Shared budget: Invite your partner to manage your shared budget together
- Track money with Monarch’s automatic categorization feature and get customized alerts
- Money management rules: easily rename or recategorize transactions

Manage money with ease and achieve your financial goals. Download Monarch today.

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A Membership With You in Mind
Financial literacy and personal finance are simple and attainable. Our mission is to help you improve your financial future. 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.

No Ads
Monarch is not supported by advertisers. 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.

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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