Monarch: Budget & Track Money

Monarch: Budget & Track Money

By Monarch Money, Inc.

  • Category: Finance
  • Release Date: 2020-11-18
  • Current Version: 1.0.192
  • Adult Rating: 4+
  • File Size: 94.47 MB
  • Developer: Monarch Money, Inc.
  • Compatibility: Requires iOS 14.0 or later.
Score: 4.85112
4.85112
From 13,447 Ratings

Description

Monarch is a modern and refreshing way to manage money and track expenses. Our finance tracker is an all-in-one tool to help you achieve the highest level of financial control and clarity with ease. Manage money and track expenses with a custom dashboard, modified to focus on what matters most to you. Track expenses, savings and investments easily with one simplified view. Manage subscriptions or track bills with a calendar of recurring expenses. Money management is now more possible than ever with a calendar view of upcoming charges. Saving money doesn’t need to be complicated. Track personal finance goals and see how your monthly income, spending, and savings behaviors compound over time to impact your financial future. Improve your financial life with an easy and simple, all-in-one financial tool. New Features: - Manage subscriptions and bills with one calendar displaying all of your recurring charges - View a list of recurring bills and subscriptions with attributes and include them in an existing Plan Forecast or future projections - Widgets can be placed on your home screen to show things like budget or goal progress Investments: - Track investments by syncing your holdings & compare your portfolio performance to key benchmarks - Our portfolio tracker lets you analyze historical performance & chart your allocation - Integrations with Coinbase and Zillow to track crypto holdings and property value Budget Tracker: - Track spending, income, assets and your total net worth so you always have the complete picture - Easy budgeting, with a budget view that tracks your monthly progress - If you get off track, we’ll help you adjust your personal budget without feeling bad! Expense Tracking: - Track expenses and manage your personal budget with Monarch’s automatic categorization - Get alerted to changes and set up rules to recategorize future transactions - Monthly expense and income summaries allow you to view your total cash flow - View your top merchants with expense breakdowns to see where you are spending your money Custom Dashboard: - Securely connect your accounts, assets, and liabilities for an easy overview - Manage money with up-to-date balances and transactions, displayed in a simple dashboard - Track expenses in one unified list, mapped according to past spending and saving behaviors - Customizable widgets make on-the-go financial tracking easier - Streamline financial management by collaborating with a partner for a joint view of your finances Financial Goals: - Financial planner: Create a long-term financial plan and goals to stay on track - Track expenses, receive motivation and have fun progressing toward milestones - At the end of each month, apply leftover savings toward your goals - Watch your monthly income, spending and savings behaviors compound over time A Membership With You in Mind: Financial literacy and personal finance, simple and attainable. Our mission at Monarch is to help you improve your financial life. When you sign up for a Monarch membership, you get access to our roadmap portal where you can suggest and vote on the features that will help you the most. We’re here to serve you. No Ads: Monarch is not supported by advertisers. That means we will never interrupt your experience with annoying ads or try to sell you another financial product you don’t need. Private and Secure: Monarch uses bank-level security, and we never store any of your financial credentials. Our platform is read-only, so there is no way to move money around. We highly value your privacy and will never sell your personal or financial information to third parties. Take charge of your personal finance, with Monarch. -- MEMBERSHIP DETAILS Monarch is free to try for 7 days. After the trial period, the membership fee will be billed either monthly or annually, depending on which plan you select. Privacy Policy: https://www.monarchmoney.com/privacy Terms of Use: https://www.monarchmoney.com/terms

Screenshots

Reviews

  • Great Financial Tracking

    5
    By Inkognitov
    I had been using Mint until it was shut down. Monarch came up as one of the alternatives and I am incredibly happy with it. 1. It does everything mint used to do and it’s more stable / less buggy 2. Great and smooth user interface both on the browser and mobile app 3. Easy and intuitive to use and navigate The only “con” is that it’s not free, but the price is super reasonable and I think it’s worth it.
  • Easily the best

    5
    By Nohshgsfhakahwha
    Easily the best financial planning app. Love the constant updates and new features!
  • Won’t stay connected to TIAA

    2
    By chrisms36
    Overall the app is good. However they can’t stay connected to my TIAA account. About twice a week I have to re enter my credentials. Support blames it on TIAA. Didn’t have this issue with Mint.
  • Helpful app for family and home budgeting

    4
    By Pezoooooli
    I like keeping tabs on our home spend and family finances and Monarch keeps it all in one place. The mobile app is essential and quick to update, handy for longer travel trips. The only thing I miss is the ability to export monthly or yearly budgets, cash flow, and forecasts as CSV or Excel files. Doing so would allow us to see larger chunks of data without having to click between pages.
  • Came here from Mint - VERY Pleased!

    5
    By tacofanatic33
    Like a lot of longtime Mint users, I was not a fan of Mint closing down, and “forcing” its users to move to Credit Karma. Credit Karma is a disaster and nothing more than a data harvester/ad farm for credit cards/loans. Not to mention, doesn’t provide ANY of the same features I used and trusted Mint for years to do. I did not want to go this route. Enter Monarch. Very pleased with the interface, budget tracking tools, dashboard features, and ability to create rules and set budgets. Monarch is Mint on steroids. So far, I have not run into any issues with account syncs (like some have mentioned). It provides a clean, holistic look at everything going on. For any Mint users who were abandoned by Intuit’s greediness, Monarch is a great alternative! While Monarch is a “newer” platform, they have gained my trust, and I have no doubt this app will only get better as time goes by. Thank you, Monarch team for rescuing me from the Mint shutdown fiasco!
  • So many duplicate transactions

    1
    By MA670
    Every time I open the app my first thought is how many new duplicate transitions I need waste time deleting.
  • Upgrade from Mint

    5
    By LB GA
    I have been using mint for years and was so disappointed in their “replacement” of CreditKarma. It didn’t do half of what Mint did. Man was I thrilled when I found Monarch. I wish I had found it sooner as it is so much better than Mint. Such an easy interface and allows easy tracking of categories. At first I was worried about the cost but it is worth every penny.
  • The best

    5
    By Darnell Skeeter
    Simply the best budgeting app. I’ve tried them all.
  • Visualize your finances 🏦👀

    5
    By exhibit tech
    I moved over from mint and am enjoying the interface in Monarch 🦋
  • nice alternative for mint

    5
    By Ayanami1225
    Using it a few days now. It’s a nice alternative for mint. One feature request is to add the tracking of credit card due date.

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