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Monarch

Brand: Monarch Money

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Starting Price
$15

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  • Description

  • Pricing

  • Features

  • Specification

  • Review

Starting at $15

Monarch Software Overview

Monarch Money Company Details

Founded Year:  2019

Monarch Money is a subscription-based platform that provides a personal finance program to track expenses.

Director/Founders Jonathan Sutherland, Osman Ahmed Osman, Val Agostino
Company Size 101-500 Employees

Monarch Pricing & Plans

Core
Starting at $15
    • Licenses

      Licenses
      Licenses
    • Monthly

      Monthly
      Monthly

Key Features

  • 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

Plus
Starting at $17
    • Licenses

      Licenses
      Licenses
    • Monthly

      Monthly
      Monthly

Key Features

  • 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

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 Demo Video play icon

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Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

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Monarch Specifications

Supported Platforms
Windows Windows iOS iOS Android Android MacOS MacOS
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Web-Based Web-Based
Suitable For
Finance
Business Specific
Finance Services
Customer Support
Email Communities
Language
English
Integration
API Integration
Training Resources
Documentation Videos
AI Features
AI Integrated
Technology
Next Generation
Compliance Regulation
CCPA CPRA GDPR

Monarch Review

Techjockey Trusted Reviews from Verified Users

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.