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Monarch Money

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Manage your money, investments, budgets, and goals in one place.

网站：https://www.monarchmoney.com/
收录时间：2026年7月13日
月访问量：
20.2K
社交与联系：
Personal financeBudgetingExpense trackingNet worth trackingInvestment trackingFinancial planning
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Monarch Money
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工具信息

什么是 Monarch Money？

Monarch Money is a personal finance app for consolidating financial accounts, tracking spending and net worth, creating budgets, monitoring investments and recurring expenses, planning savings goals, and collaborating with partners or financial professionals.

核心功能

  • Account and net worth tracking

    Connect bank accounts, credit cards, loans, real estate, and investments to view your overall financial picture and net worth in one place.

  • Transaction tracking and categorization

    Review transactions in a searchable list, edit them, and use AI categorization to organize spending.

  • Flexible budgeting

    Create budgets that adapt to your financial needs and track spending against budget categories.

  • Reports and charts

    Analyze spending, income, cash flow, and net worth over time with customizable reports and charts.

  • Recurring expense tracking

    Detect recurring subscriptions and view bills and subscriptions in a calendar or list with reminders for upcoming payments.

  • Investment monitoring

    Track stocks, mutual funds, 401(k)s, ETFs, crypto, and other investments, including allocation and performance information.

  • Goal planning

    Set savings goals, monitor progress, and adjust cash flow for objectives such as vacations, home remodels, or emergency funds.

  • Financial collaboration

    Invite a partner or collaborate with a financial professional to review finances, manage budgets, and work toward goals together.

使用场景

  • #1

    Personal finance management

    Consolidate financial accounts and monitor spending, cash flow, net worth, and investments from one dashboard.

  • #2

    Household and couple budgeting

    Share financial visibility with a partner and coordinate budgets and savings goals.

  • #3

    Subscription and bill management

    Identify recurring charges, organize bills and subscriptions, and receive reminders for upcoming payments.

  • #4

    Investment oversight

    Review investment holdings, allocation, performance, and top movers in one place.

  • #5

    Financial planning

    Create and monitor savings goals while adjusting cash flow to stay on track.

适用人群：Individuals managing personal financesCouples and householdsFinancial professionals and advisors

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常见问题

What is Monarch Money?
Monarch Money is a personal finance app for tracking accounts, spending, net worth, investments, budgets, recurring expenses, and financial goals in one place.
What accounts can Monarch Money track?
Monarch can connect bank accounts, credit cards, loans, real estate, and investments. The official source facts state that it connects with more than 13,000 financial institutions.
Does Monarch Money support budgeting?
Yes. Monarch lets users create budgets that adapt to their financial needs and track spending against budget categories.
Can Monarch Money track investments?
Yes. It can track individual stocks, mutual funds, 401(k)s, ETFs, crypto, and other investments, including allocation and performance information.
Can couples use Monarch Money together?
Yes. Monarch allows users to invite a partner to view finances, budget together, and work toward shared goals.
Does Monarch Money track subscriptions and bills?
Yes. It can detect recurring subscriptions and display bills and subscriptions in a calendar or list, with reminders for upcoming payments.
What platforms does Monarch Money support?
Monarch Money is available on the web, iOS, and Android.
Does Monarch Money offer a free trial?
The official source facts state that Monarch offers a 7-day free trial. They also refer to an annual Core plan, but do not provide a price amount.

Monarch Money 联系方式与社交媒体

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工具信息

定价模式Paid
分类商业工具
二级分类
Personal financeBudgetingExpense trackingNet worth trackingInvestment trackingFinancial planning
语言英语
最后更新2026年7月16日
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