Monarch: Personal Finance App 1.0.157

Monarch Money, Inc. – Freeware – iOS
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<p>Monarch offers a modern and efficient solution for managing money and tracking expenses. With our comprehensive finance tracker, you can attain a high level of financial control and clarity effortlessly.</p>

<p>Take control of your finances by managing money and tracking expenses through a customizable dashboard that focuses on what matters most to you. With one simplified view, you can easily track expenses, savings, and investments.</p>

<p>Simplify your money management by tracking subscriptions and bills with our calendar feature for recurring expenses. With a clear view of upcoming charges, managing your finances has never been easier.</p>

<p>Saving money doesn't have to be complicated. Track personal finance goals and see how your monthly income, spending, and savings habits shape your financial future over time.</p>

<p>Improve your financial well-being with Monarch's easy-to-use all-in-one financial tool.</p>

<h2>New Features:</h2>
<ul>
  <li>Manage subscriptions and bills with a calendar that displays all recurring charges</li>
  <li>View a list of recurring bills and subscriptions, including them in existing Plan Forecasts or future projections</li>
  <li>Place widgets on your home screen to track budget or goal progress</li>
</ul>

<h2>Investments:</h2>
<ul>
  <li>Track investments by syncing your holdings and compare portfolio performance to key benchmarks</li>
  <li>Analyze historical performance and chart portfolio allocation with our portfolio tracker</li>
  <li>Integrations with Coinbase and Zillow to track crypto holdings and property value</li>
</ul>

<h2>Budget Tracker:</h2>
<ul>
  <li>Track spending, income, assets, and total net worth to have a complete financial picture</li>
  <li>Easily monitor monthly progress with the budget view</li>
  <li>Adjust your personal budget without guilt if you deviate from your plan</li>
</ul>

<h2>Expense Tracking:</h2>
<ul>
  <li>Automatically categorize expenses and manage your personal budget with Monarch</li>
  <li>Receive alerts for changes and set up rules to recategorize future transactions</li>
  <li>Get monthly summaries of expenses and income to view your overall cash flow</li>
  <li>Breakdown of expenses by top merchants to understand where your money is being spent</li>
</ul>

<h2>Custom Dashboard:</h2>
<ul>
  <li>Securely connect your accounts, assets, and liabilities for a simplified overview</li>
  <li>Manage money with up-to-date balances and transactions displayed in a user-friendly dashboard</li>
  <li>Track expenses in one unified list based on past spending and saving patterns</li>
  <li>Customizable widgets for convenient financial tracking on the go</li>
  <li>Collaborate with a partner to streamline financial management with a joint view of your finances</li>
</ul>

<h2>Financial Goals:</h2>
<ul>
  <li>Create long-term financial plans and goals to stay on track with our financial planner</li>
  <li>Track expenses, find motivation, and enjoy progress towards milestones</li>
  <li>Apply leftover savings towards your goals at the end of each month</li>
  <li>Witness the compound impact of your monthly income, spending, and savings habits over time</li>
</ul>

<p>A Membership With You in Mind:</p>
<p>Monarch is committed to making financial literacy and personal finance simple and accessible. When you become a Monarch member, you gain access to our interactive roadmap portal where you can suggest and vote on features that can best assist you. We are here to serve you.</p>

<p>No Ads:</p>
<p>Monarch operates without ads. We will never interrupt your experience with annoying advertisements or attempt to sell unnecessary financial products.</p>

<p>Private and Secure:</p>
<p>Rest easy knowing that Monarch employs bank-level security measures, and we do not store any of your financial credentials. Our platform is read-only, ensuring that you cannot move money around. We greatly respect your privacy and will never sell your personal or financial information to third parties.</p>

<p>Take charge of your personal finances with Monarch.</p>

<h2>MEMBERSHIP DETAILS</h2>
<p>Monarch offers a free 7-day trial. After the trial period, the membership fee will be billed monthly or annually, depending on the plan you select.</p>

<p>Privacy Policy: <a href="https://www.monarchmoney.com/privacy">https://www.monarchmoney.com/privacy</a></p>
<p>Terms of Use: <a href="https://www.monarchmoney.com/terms">https://www.monarchmoney.com/terms</a></p>

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