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Monarch

Monarch

The modern way to manage your money

4.6
•13 reviews•

324 followers

The modern way to manage your money

4.6
•13 reviews•

324 followers

2021 Golden Kitty Awards
Visit website
Budgeting apps
•
Online banking
•
Financial planning
Managing money can be complicated. Track all of your accounts in one place, collaborate with a partner, and create a long term plan to achieve your goals. Get personalized advice along the way.
  • Overview
  • Launches2
  • Reviews13
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Company Info
monarchmoney.comApp StorePlay Store
Monarch Info
Launched in 2021View 2 launches
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p/monarch
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Monarch was ranked at #2 Fintech for 2021
#2 Fintech Product of the Year
More recipients →

Monarch Launches

Monarch AI Assistant
Monarch AI Assistant Makes managing your money as easy as having a conversation

Launched on June 13th, 2023

Do you use Monarch?

4.6
Based on 13 reviews
Review Monarch?

Monarch is praised for its comprehensive personal finance management capabilities, with users highlighting its versatility and ability to replace other tools like Mint. The app's clean UI and multi-platform support are appreciated, as is its commitment to user privacy by avoiding ads. A maker from WeFIRE commends Monarch's robust budgeting tools and transaction categorization, which provide valuable spending insights. While some users report issues with transaction syncing, the overall feedback is positive, emphasizing its effectiveness in managing finances.

Johnny RocketsSarosh SaherRajiv Ayyangar
+10
Summarized with AI
Pros
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Pros
frequent feature updates (2)
WeFIRE
Johnny Rockets
Johnny Rockets
used Monarch to buildWeFIREWeFIRE
(52 points)
Monarch offers robust budgeting tools that help users create and stick to budgets. It automatically categorizes transactions, which can be customized, and provides insights into spending patterns.
Report
1yr ago
Sarosh Saher
Sarosh Saher
•3 reviews
Very versatile and all encompassing personal finance software.
Report
1yr ago
Robert Morris
Robert Morris
•1 review
Put transactions it does sync into just about any account it feels like it, forgets transactions completely, was supposed to sync to banks better because there were multiple links to banks but does a 10x worse just, nothing is automated, no mechanism except tag to clear a transaction. I'm carrying notes and receipts constantly because the product is completely incompetent. Product is complete and utter trash. Avoid.
Report
1yr ago
This is the 2nd launch from Monarch. View more
Monarch AI Assistant

Monarch AI Assistant

Makes managing your money as easy as having a conversation
Introducing the first AI-powered personal finance assistant that makes managing your money as easy as having a conversation. Built on top of Monarch's best-in-class personal finance app, available on web, iOS, and Android.
Monarch AI Assistant gallery image
Monarch AI Assistant gallery image
Monarch AI Assistant gallery image
Monarch AI Assistant gallery image
Monarch AI Assistant gallery image
Monarch AI Assistant gallery image
Monarch AI Assistant gallery image
Monarch AI Assistant gallery image
Free Options
Launch tags:
Fintech•Artificial Intelligence•Money
Launch Team
Chris MessinaVal AgostinoJon Sutherland

What do you think? …

Osman (Ozzie) Osman
Osman (Ozzie) Osman
Mint Data Exporter by Monarch Money

Mint Data Exporter by Monarch Money

Maker
📌
Finances are one of the most important aspects of our lives and are so proud of what our team has built so far. Now, we're so excited to announce our foray into using GenAI to help people manage their money. The envelope of what's possible in this space has shifted dramatically. We'd love for you all to try it out and give us your feedback!
Report
2yr ago
Corey McWilliams
Corey McWilliams
@oaks Hey Ozzie, How does monarch plan to pay for this feature? By increasing subscription cost? GPT-4 is expensive, and I'm hesitant to think that the value add for seeing if I'm on track to buy a house will be enough to justify it when I can just click Goals myself and avoid typing out the whole question. Thank you for always innovating
Report
2yr ago
Osman (Ozzie) Osman
Osman (Ozzie) Osman
Mint Data Exporter by Monarch Money

Mint Data Exporter by Monarch Money

Maker
Hi @corey_mcwilliams ! This is still really early, but we expect the cost of generative AI models to drop (and their quality to improve). And Monarch AI Assistant should can ultimately do a lot more than just answer simple questions about your money to give much more insightful answers (eg, it can combine its knowledge of your goal status with its knowledge of your spending and its knowledge of personal finances overall to say something like: "You are on track for your goal but you could get there 3 months faster if you cut your restaurant spend by $X").
Report
2yr ago
Antoni Kozelski
Antoni Kozelski
Evryface

Evryface

@oao84 Congratulations on the launch of your new financial management tool powered by GenAI!💪 It's impressive to see how your team has harnessed the potential of artificial intelligence to revolutionize the way people manage their money and we're excited to see how your innovative solution will empower users to achieve their financial goals.👍
Report
2yr ago
ricoche
ricoche
Million Dollar Headlines

Million Dollar Headlines

When I say I want AI tools that complement existing features, this is what I mean. Well implemented. If only I could prompt it to "double my money in the bank right now" 😂😂😂
Report
2yr ago
Samantha August Allen ★★
Samantha August Allen ★★

BREWPUBLIK

I'm a big Monarch fan. Excited to try this once I have access!
Report
2yr ago