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Monarch

Brand: Monarch Money

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Starting at

$ 14.99 /Month

Features

  • check_icon Budget Management
  • check_icon Expense Tracking
  • check_icon Transaction Management
  • check_icon Dashboards
  • check_icon Investment Tracking
  • See all img

Monarch Pricing & Plans

Core
  • See your complete net worth
  • Build a budget that fits your life
  • Visualize your money with custom reports
  • Set and track savings and debt goals
    • Licenses
    • Monthly
Starting at $ 14.99
Plus
  • Forecast your path to retirement
  • Track business income and expenses
  • Get P&L reports and tax-prep exports
  • Access advanced investment analysis
  • Create a will to protect what you've built
    • Licenses
    • Monthly
Starting at $ 16.67

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Monarch Features

  • icon_check Budget Management Create and manage budgets to control spending, allocate income, and stay aligned with financial goals.
  • icon_check Expense Tracking Track expenses automatically by connecting financial accounts and monitoring spending across different categories.
  • icon_check Transaction Management Review, categorize, edit, and organize financial transactions from connected bank and credit accounts.
  • icon_check Dashboards View balances, spending, budgets, investments, cash flow, and net worth through a centralized dashboard.
  • icon_check Investment Tracking Connect investment accounts to monitor holdings, portfolio value, performance, and overall investment allocation.
  • icon_check Cash Flow Tracking Analyze income and expenses to understand cash flow patterns and identify opportunities to manage money better.
  • icon_check Account Aggregation Connect multiple financial institutions and view bank, credit, loan, investment, and other accounts in one place.
  • icon_check Recurring Transactions Identify and track recurring income and expenses to understand regular financial commitments and cash requirements.
  • icon_check Portfolio Analysis Review investment portfolio composition, asset allocation, balances, and performance across connected accounts.
  • icon_check Custom Rules Create rules to automatically categorize transactions and maintain consistent organization of financial activity.
  • icon_check Income Tracking Track income sources and deposits to understand earnings and compare income against expenses and financial goals.
  • icon_check Subscription Tracking Identify recurring subscriptions and monitor their costs to improve visibility into ongoing monthly expenses.
  • icon_check Data Visualizations Use charts and visual summaries to understand spending patterns, financial trends, portfolio data, and net worth.

Monarch Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Integration:
  • Training:
  • Language:
  • AI Features:
  • Technology:
  • Compliance Regulation:
  • Windows iOS Android MacOS
  • DesktopMobileTabletiPad
  • Web-Based
  • Finance
  • Finance Services
  • Individual
  • Email, Communities
  • API Integration
  • Documentation, Videos
  • English
  • AI Integrated
  • Next Generation
  • CCPA, CPRA, GDPR

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Monarch Money Company Details

Brand Name Monarch Money
Information Monarch Money is a subscription-based platform that provides a personal finance program to track expenses.
Founded Year 2019
Director/Founders Jonathan Sutherland, Osman Ahmed Osman, Val Agostino
Company Size 101-500 Employees

20,000+ Software Listed 20,000+ Software Listed

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