Planning
A new house, a vacation: make it happen with Monarch
Plan further out by setting goals and tracking how you save for them alongside your day-to-day spending.
Goals
Go beyond planning for this month
It can be hard to know how you're tracking toward big goals when your money is scattered across accounts. Monarch makes it easy to assign your savings and investments to specific goals and contribute to them each month, keeping you motivated to reach them.
How it works
Create your goals
Create as many goals as you need with a target amount, planned monthly contribution, and custom image.
Assign accounts to goals
Give each account a purpose by assigning it to a goal, and track your progress automatically.
Complete your goals
When you’ve achieved a goal, mark it complete. May we suggest ice cream to celebrate?
FAQs
