Monarch

What is Monarch?

Monarch is an all-in-one financial management tool that simplifies tracking accounts, optimizing spending, analyzing investments, and creating a personalized financial plan to achieve your goals. The platform securely connects to your existing financial institutions, providing a centralized dashboard to view account balances, transactions, and financial highlights. Monarch maps your past spending and saving behaviors to generate a custom financial plan, helping you visualize your financial future and make informed decisions to reach your goals faster. The app tracks your progress towards financial milestones, motivating you to establish better habits by seeing the long-term impact of your monthly income, spending, and savings. Monarch automatically categorizes transactions, allowing you to easily rename or recategorize them as needed. Whether you're managing your finances solo or collaborating with a partner, Monarch offers the tools and insights to take control of your financial wellbeing

Highlights

• Centralized account management: Connect to existing financial institutions to view all accounts, balances, and transactions in one place
• Personalized financial planning: Analyzes past behaviors to generate a custom plan and visualize your financial future
• Progress tracking: Monitors progress towards financial goals and adjusts plans as needed
• Automated transaction categorization: Categorizes transactions to provide visibility into spending habits