BUDGETING
BUDGETING
Budgeting should be flexible, because…life
Budgeting should be flexible, because…life
Budgeting should be flexible, because…life
Having a budget only works if it suits your lifestyle. Monarch offers two ways to budget, providing the structure or flexibility that works for you.
Having a budget only works if it suits your lifestyle. Monarch offers two ways to budget, providing the structure or flexibility that works for you.
NET WORTH
Insights at the altitude you need
Combine bank accounts, real estate, investments, credit cards, loans, and more. Sync real estate values with Zillow Zestimates. Filter and view assets, liabilities, and net worth reports as needed.
Combine bank accounts, real estate, investments, credit cards, loans, and more. Sync real estate values with Zillow Zestimates. Filter and view assets, liabilities, and net worth reports as needed.
Combine bank accounts, real estate, investments, credit cards, loans, and more. Sync real estate values with Zillow Zestimates. Filter and view assets, liabilities, and net worth reports as needed.
TRANSACTIONS
Plan further out than just this month
Effortlessly search through all your transactions, across every account. AI-powered categorization provides the insights you need, without the hassle. Swipe to quickly review or edit transactions as they arrive.
Effortlessly search through all your transactions, across every account. AI-powered categorization provides the insights you need, without the hassle. Swipe to quickly review or edit transactions as they arrive.
Effortlessly search through all your transactions, across every account. AI-powered categorization provides the insights you need, without the hassle. Swipe to quickly review or edit transactions as they arrive.
REPORTS
Customize to your needs
Explore various reports, including the Sankey diagram. Tailor reports for valuable insights. Zoom in on details or zoom out for an overview of time frames and spending.
Explore various reports, including the Sankey diagram. Tailor reports for valuable insights. Zoom in on details or zoom out for an overview of time frames and spending.
Explore various reports, including the Sankey diagram. Tailor reports for valuable insights. Zoom in on details or zoom out for an overview of time frames and spending.
INVESTMENTS
Your diverse portfolio of investments, together in one place
Track stocks, mutual funds, 401ks, ETFs, crypto, and more. Spot top performers and decide where to invest next. View your investment allocation and adjust your risk profile.
Track stocks, mutual funds, 401ks, ETFs, crypto, and more. Spot top performers and decide where to invest next. View your investment allocation and adjust your risk profile.
Track stocks, mutual funds, 401ks, ETFs, crypto, and more. Spot top performers and decide where to invest next. View your investment allocation and adjust your risk profile.
