For Couples
Stay on the same page about money
Create a shared view of your finances, track progress together, and make money check-ins a breeze.
Your entire household in a single dashboard
Get a full picture of your finances by bringing separate and joint accounts together, all into one view.
Know how you spend as a household, no matter who makes the purchase.
See how your net worth grows together over time.
Collaboration made easy
Tag your partner to review transactions and be sure everything looks right.
Make money check-ins quick and easy with a monthly summary and interactive reports.
Partner on a budget that gives you both the flexibility to spend on what's important to you.
Go further, together
Align on goals you feel good about and track progress along the way.
Contribute toward goals together in Monarch, even if you keep your money in separate accounts.
Use reports to see trends in your household spending and identify easy ways to save.
More ways to collaborate with Monarch
Invite your advisor, coach, or tax professional to Monarch, to get input from the pros without the heavy lifting.
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