Monarch

Meet Monarch

Monarch helps you keep track of household money across bank accounts, credit cards, loans, investments, and property. Connected accounts feed a shared overview, with categorized transactions and reports that show spending, cash flow, and changes in net worth. You can search transactions, mark them as reviewed, and spot recurring subscriptions.

Budgeting and savings goals turn that record into a plan for upcoming expenses. Invite a partner or financial professional to work with the same information, then adjust your budget together as priorities change. The web and mobile apps let you review the picture at your desk or while you're out.