Monarch Money

What is Monarch Money?

Monarch Money is a comprehensive AI-driven financial management platform designed to give you an up-to-date view of your financial landscape. It offers a range of features that allow you to track your account balances, transactions, and investments in one place.

Key Features

• Net Worth Syncing: Monarch syncs with over 13,000 banks and financial institutions, providing a real-time view of your net worth.
• Budgeting: Set up budgets to monitor your spending automatically and receive notifications when you go over budget.
• Investment Tracking: Sync all your investment holdings into one view and monitor their performance.
• Financial Goals: Track your financial goals and create plans to achieve them.
• Custom Dashboard: Use reports, charts, and visualizations to identify financial trends and customize your dashboard layout.
• Collaboration: Invite a partner to join your finances, offering them their login and a shared view of your financial status.