Streamline finances with AI, collaboration tools, and secure investment tracking.

Monarch Money is a comprehensive financial management platform designed to provide clarity, confidence, and peace of mind for your finances. It allows users to track account balances, transactions, investments, and more, all in one place. What sets Monarch Money apart is its focus on collaboration, offering features specifically designed for couples and financial advisors to work together towards financial goals. Accessible via web, iOS, or Android, Monarch Money brings best-in-class data connectivity and AI-driven tools to keep your finances organized and on track. Key features include best-in-class data connectivity, AI-driven transaction organization, flexible budgeting tools, collaboration features, investment tracking, custom dashboards and reports, and high-level security. Monarch Money excels in providing a comprehensive, secure, and customizable platform for managing personal finances, making it an essential tool for individuals, couples, and financial advisors alike.
Monarch Money offers a free trial to explore its features. For full access to all features, a subscription is required.
Free trial available
License: proprietary