Monarch Money logo

Monarch Money

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

5 out of 5

Free trial available

Freemium (Starts at $14.99/month)

Overview

Pricing

Features

Ratings

Alternatives

Support

Media

Overview

Pricing

Features

Ratings

Alternatives

Support

Media

Overview

Pricing

Features

Ratings

Alternatives

Support

Media

What is Monarch Money?

Monarch Money is an all-in-one financial management platform that uses advanced AI technology to streamline your finances. With features such as collaboration tools and secure investment tracking, Monarch Money provides users with a clear and confident view of their finances, giving them peace of mind. One of the standout features of Monarch Money is its focus on collaboration, allowing users to work together with their partners or financial advisors towards achieving their financial goals. Available on web, iOS, and Android, Monarch Money offers top-notch

Pricing

  • Free trial available

  • Freemium (Starts at $14.99/month)

Monarch Money User Sentiment

  • Comprehensive Financial Overview, Collaboration Made Easy, Customizable and User-Friendly, No Advertisements or Data Selling

  • Learning Curve, Mobile App Experience

Monarch Money Customer Types

  • Couples

  • Financial Advisors

  • Individuals Seeking Financial Clarity

  • Tech-Savvy Budgeters

  • Uncommon Use Cases

Monarch Money Pricing

  • Freemium,

  • Paid

Pricing plan

$14.99

/month

Monarch Money Features

Collaboration Features

Work seamlessly with team members, share designs, and receive feedback in real-time.

Best-in-Class Data Connectivity

Syncs with a wide range of financial data aggregators to ensure comprehensive account tracking.

AI-Driven Transaction Organization

Utilizes artificial intelligence to clean and categorize transactions, with the option for users to set custom rules for even greater control.

Flexible Budgeting Tools

Offers customizable budgeting with category rollovers, helping users stay on track with their financial goals.

Investment Tracking

Consolidates all investment holdings into one view, offering insights into portfolio performance and allocation.

Custom Dashboards and Reports

Enables users to customize their financial overview and delve deeper into their finances with custom reports.

High-Level Security

Protects user data with bank-level security, ensuring privacy and safety.

Monarch Money User Rating

5/5

Monarch Money Expert Verdict

Introducing Monarch Money, the ultimate solution for efficient and secure financial management. This all-in-one platform utilizes AI technology and collaboration tools to streamline finances and track investments. With a focus on privacy and user experience, Monarch Money sets itself apart as the top choice for comprehensive financial management without ads or data selling. Experience the power of Monarch Money and take control of your finances today.

Pros

  • All financial information is accessible in one place, making management and decision-making easier.

  • The ability to collaborate with partners or advisors at no extra cost is a significant advantage for couples and those working closely with financial professionals.

  • The platform's flexibility and intuitive design cater to a wide range of personal finance needs and preferences.

  • A commitment to user privacy and an uncluttered experience enhance its value.

Cons

  • New users may need some time to familiarize themselves with all the features and customization options available.

  • While highly functional, the mobile experience may differ slightly from the web version, potentially affecting user satisfaction.

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