Tracking
Tracking that doesn't feel like a chore
With your accounts all in one place, it's easier than ever to know where you stand - from your day-to-day spending to growing your net worth.
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Net worth
Chart your net worth over time
Bring together your bank accounts, real estate, investments, credit cards, loans, and more.
Include your real estate property values by syncing with Zillow Zestimates.
Filter and view assets, liabilities, and net worth reports in a way that’s most helpful to you.
Transactions
See what's coming and going
Easily search for any transaction, across all your accounts.
AI categorization of your transactions gives you insights you need, without the heavy lifting.
Swipe to quickly review or edit transactions as they come in.
Reports
Reports and charts that are as powerful as they are beautiful
Endless report options, from spending by category to the fan favorite Sankey diagram.
Slice and dice reports for insights that will help you make smart money moves.
Zoom out for the big picture, or zoom in on specific time frames, category level spending, and more.
Recurring
Always know what's around the corner
View your bills and subscriptions as either a calendar or a list, all in one place.
Get reminders to help you master your cash flow and never miss a payment.
Keep an eye on subscriptions so you can cancel what you no longer need.
Investments
Your diverse portfolio of investments, together in one place
Including individual stocks, mutual funds, 401ks, ETFs, crypto, and more.
Identify top movers and determine where to invest next.
See your investment allocation and adjust your risk profile as needed.
Dashboard
Your home base for money clarity
Customize your dashboard so the important stuff is front and center.
Drag and drop widgets including net worth, recent transactions, investment performance, and more.
Swipe through your monthly review for quick insights on your cash flow and expenses.
Connectivity you can count on
Monarch syncs with multiple financial data providers, more than any other app, to connect to your accounts and keep them in sync.
FAQs
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