Monarch Money

About Monarch Money

Monarch Money is a comprehensive platform tailored for individuals and families looking to optimize their finances. With innovative features like Bill Sync and seamless collaboration tools, users can track their accounts, manage investments, and achieve financial goals. Experience clarity and confidence in managing your finances with Monarch Money.

Monarch Money offers flexible pricing plans starting from a basic tier with essential features to premium options with advanced functionalities. New users can enjoy a 30% discount on the first year using the code WELCOME. Upgrading unlocks enhanced performance, custom reporting, and collaboration with financial advisors.

Monarch Money boasts an intuitive user interface that enhances financial management. Its sleek dashboards, customizable reports, and clear data visualizations provide a seamless experience. By merging design with functionality, Monarch Money allows users to manage their finances effectively and effortlessly, making financial planning less stressful.

How Monarch Money works

To start using Monarch Money, users sign up and secure their accounts using bank-level encryption. After onboarding, they can add multiple accounts to track balances and transactions. The platform's AI-driven features organize transactions while customizable budgets help manage expenses. Collaborating with a partner or advisor is easy, providing a comprehensive view of finances.

Key Features for Monarch Money

AI-Powered Transaction Management

Monarch Money’s AI-Powered Transaction Management automates transaction cleaning and organization, helping users stay organized while saving time. This unique feature learns user preferences over time, ensuring seamless financial tracking and personalized budgeting, ultimately making financial management effortless.

Flexible Budgeting Tools

The Flexible Budgeting Tools feature in Monarch Money enables users to create customized budgets with specific categories and rollovers. Users can easily track spending and receive timely notifications, helping them stay focused on their financial goals while adapting their budget to their unique needs.

Investment Portfolio Syncing

Monarch Money's Investment Portfolio Syncing feature consolidates all investment holdings into one view, providing users with insights into their assets’ performance and historical allocation. This distinct tool allows users to track and analyze their investments easily, enabling informed financial decisions.