Monarch

Monarch is a modern and refreshing way to manage your money. We’ve built the best all-in-one tool to help you achieve the highest level of financial control and clarity.

SEE EVERYTHING TOGETHER AND GET THE FULL PICTURE

Monarch securely connects to your existing financial institutions so that you can see all of your accounts in one place, with up-to-date balances and transactions. Use the Monarch dashboard to see a beautiful summary of your financial highlights, all at a glance.

SEE YOUR FINANCIAL FUTURE

Monarch maps your past spending and saving behaviors to help you see into your financial future. Then, it generates a custom financial plan to help you see where you’re headed and make informed decisions to reach your goals faster.

BETTER BUDGETING

Monarch tracks how you’re progressing with your financial plan on a monthly and annual basis so you can be sure you’re headed in the right direction. If you get off track, don’t worry—we’ll help you adjust your plan without feeling bad about it!

ACHIEVE YOUR FINANCIAL GOALS FASTER

Monarch motivates you by making it easy (and fun!) to track your progress towards financial milestones. At the end of every month, you can apply leftover savings towards your goals, and see how every saved dollar puts you closer to reaching your goals, in less time.

ESTABLISH BETTER FINANCIAL HABITS

Research has shown that when we can see how our short term behaviors impact our long term goals, we’re more likely to make better decisions. Monarch makes it easy to see how your monthly income, spending, and savings behaviors compound over time to impact your financial future.

AUTOMATIC CATEGORIZATION

Monarch automatically categorizes your financial transactions so you can see exactly where your money is going each month. Additionally, Monarch helps you set up rules so that you can easily rename or recategorize future transactions exactly as you want them.