Monarch Money is an all-in-one financial management platform designed to provide clarity, confidence, and peace of mind for managing your finances. It consolidates all account balances, transactions, and investments in one place, allowing you to collaborate with your partner or financial advisor seamlessly. Accessible on web, iOS, and Android, Monarch Money stands out with its best-in-class data connectivity, syncing with multiple financial data aggregators to ensure all your accounts are up-to-date.
Monarch Money leverages AI to clean and organize your transactions, with customizable transaction rules for better control. It offers flexible budgeting tools and rollovers, helping you stay on track with your financial goals through detailed diagrams and charts. The platform also includes features for tracking your investment holdings and financial goals, providing a comprehensive view of your financial health.