Monarch: Budget & Track Money

Description

Consider Monarch your home base for money clarity. Simplify your finances by bringing all your accounts into one easy view, have confidence in always knowing where your money is and where it's going, and collaborate with your partner or financial professional to track, budget, and reach goals together. Monarch has been recognized by the Wall Street Journal as the “Best Budgeting App,” by Forbes as the “Best Mint Replacement” and by Motley Fool as the “Best Budgeting App for Couples and Families.” Getting started is simple. Connect your accounts and Monarch will auto-categorize your finances, giving you actionable insights in minutes. Customize your dashboard to give you the information you need at a glance, including your net worth, recent transactions, how you’re tracking toward your budget, investment performance, and upcoming expenses. Monarch makes it easy to take steps today to build toward your long term plans, all in one simple and collaborative financial tool. Track - Connect your accounts and see everything in one place so you can get a clear view of how your money is moving and track progress on your net worth. - Always know what’s around the corner with subscriptions and bills tracked in one easy calendar or list view and notifications so you don’t miss a payment. - Keep an eye on subscriptions so you can cancel what you no longer need. - Sync with your credit cards and loans and Monarch will provide statement balances and minimum payment due. - Search for any transaction, across all of your accounts - no shuffling between apps to find charges or refunds. - View and customize reports for quick insights on your spending across groups and categories and trends over time. Budget - Monarch offers two ways to budget - Flex Budgeting or Category Budgeting - so you can choose to have the structure or flexibility you need and make budgeting feel easy. - Get a quick view of your budget progress with visual progress bars and a dashboard widget. - Customize your groups and categories, emojis, and your notifications to keep you on track. Collaborate - Add your partner or other household members and team up on your finances, whether you choose to have joint bank accounts or not. All at no extra cost. - Invite your advisor, financial coach, tax professional or estate planning attorney so they can give you accurate advice with little effort required of you. Plan - Create and track progress toward your medium and long term goals. - Set up contributions toward your goals within your monthly budget, and watch your savings compound over time. A Membership With You in Mind Our focus is on building a product that can transform your relationship to money, bringing clarity and confidence to your financial life. As a Monarch member, you’ll get access to all the new features we build and have the opportunity to vote on and provide feedback for new features on our roadmap. We build with the feedback from our community in mind. No Ads Monarch is not supported by advertisers and is designed with the sole purpose of making it easy and intuitive for you to manage your finances. That means we will never interrupt your experience with 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 risk of your money moving. We take your privacy seriously and will never sell your personal or financial information to third parties. MEMBERSHIP DETAILS Monarch is free to try for 7 days. After your trial period, a 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

Recent Reviews

• ★★★★★CHansen423

  Great for families

  My husband got us started on Monarch and at first I was skeptical. Why are we spending money to track our money, but it has really helped us see where we are spending irresponsibly and then make changes. We are saving for a house so knowing where we can cut costs and see our spending habits is a game changer!

• ★★★★★David ryan K

  Love it

  Best budgeting platform, super easy to use and see all my metrics

• ★★★★★zjiang91

  The most pleasant app I have been used after mint shut down

  Compared to other apps, it does everything I want. A lot of other apps I used has tiny issues, e.g. Fidelity full view or credit carma. They had issues importing one or two of my accounts such as Morgan Stanley Stock Plan or HSBC. But Monarch does all of them right. Feels so good to see all things again.

• ★★★★★Master of Clickability

  Look no further

  I used to like Mint. Everything else I’ve tried since never satisfied me. There was always things missing or clunky. Until Monarch. It’s literally perfect. I’ve never had a moment where I thought “man it does not do that?” Nope. It does it all and does it in an easy to use and intuitive user interface. Well done. Non reason to look at any other option.

• ★★★★★andros1984

  Mint but better

  Just like the mint I used to love

• ★★★★★JimWeberg

  Best financial consolidation app you will find

  I was lost after mint closed down until I found Monarch. They are the first and last app I check every single day. If you were serious about your money, you cannot do any better than Monarch for personal wealth management.

• ★★★★★Adamwkij

  Meh

  Nice app. Just know that every time you open the app, you’ll suffer through a “dashboard” which is really just their marketing ads on trying to sell you services. Is quite annoying. Might want to find another app before you spend time setting up this one.

• ★★★★★Angel1910’

  Best app

  I really like this app for my personal finance, they everthing just one place

• ★★★★★sleadslead

  Worth Paying For

  I’ve tried a bunch of personal finance services, and Monarch is by far the best. I use it every day and am happy to pay the subscription.

• ★★★★★Unholyephraim

  Amazing

  Great app that keeps track of everything. I like the layout and how granular I can be with my budget. Best budgeting app out there and great for tracking all things financial.