Monarch: Personal Finance App 1.0.157

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.

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.

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.

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.

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

New Features:

• Manage subscriptions and bills with a calendar that displays all recurring charges
• View a list of recurring bills and subscriptions, including them in existing Plan Forecasts or future projections
• Place widgets on your home screen to track budget or goal progress

Investments:

• Track investments by syncing your holdings and compare portfolio performance to key benchmarks
• Analyze historical performance and chart portfolio allocation with our portfolio tracker
• Integrations with Coinbase and Zillow to track crypto holdings and property value

Budget Tracker:

• Track spending, income, assets, and total net worth to have a complete financial picture
• Easily monitor monthly progress with the budget view
• Adjust your personal budget without guilt if you deviate from your plan

Expense Tracking:

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

Custom Dashboard:

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

Financial Goals:

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

A Membership With You in Mind:

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.

No Ads:

Monarch operates without ads. We will never interrupt your experience with annoying advertisements or attempt to sell unnecessary financial products.

Private and Secure:

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.

Take charge of your personal finances with Monarch.

MEMBERSHIP DETAILS

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.

Privacy Policy: https://www.monarchmoney.com/privacy

Terms of Use: https://www.monarchmoney.com/terms