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Monarch

Monarch

software
Last discussed Oct 5, 2026

All-in-one personal finance tool for budgeting, tracking accounts, investments, and financial planning.

What creators say

Michael Kitces
mentioned
Used for: Automating transaction categorization and tracking for financial planning Praised: Has an advisor tool feature vs: Listed alongside e-Money, Right Capital, and Mint.com as similar tools

"Let's get e-Money or Right Capital or Mint.com or Monarch Money now, which has an advisor tool. Let's use technology things to automate the categorization tracking."

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Sponsored mentions

These creators mentioned this product during a paid promotion

Cal Newport uses recommends sponsored

"Monarch can send you a weekly AI recap of your spending, which makes it easy to discover if there have been major changes or other spikes in your habits... Use code DEEP at monarch.com to get your first year of Monarch Core half off."

+5 more episodes
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Jack Selby uses sponsored

"Monarch is the personal finance app that tracks everything. We're talking accounts, investments, savings goals, and spending. Without exaggeration, I've spent years doing all of this myself, tracking every account on Excel spreadsheets, on notes, ..."

+1 more episode
The Iron Snail uses sponsored

"I could just get Monarch, which is an app I actually already use. Monarch emailed me and they were like, 'Hey Michael, we're a brand called Monarch.' And I was like, 'I already know. I'm actually a customer already. I'm an active contributor on yo..."

The Iced Coffee Hour uses sponsored

"Monarch is the personal finance app that tracks literally everything from accounts to investments, savings goals, and spending. Everything I used to do by hand — the budgeting, tracking every account, checking if I was on pace — Monarch does all o..."

Tom Bilyeu recommends sponsored

"Monarch fixes that. Every account, card, loan, and investment gets synced into one clean dashboard. Spending, net worth, debt payoff, the bills that hit every month, all in one view. It connects over 13,000 institutions, so setup is fast and secur..."

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