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About

Take the hassle out of managing your money and put the fun back in to your life with our finance software. Manage your money on the move with our online, personal finance software. Get our desktop, personal finance software for your Windows computer, and our mobile app for your Android phone and tablet, or Apple phone and iPad. Connect to your bank and download live transactions with our 2048 bit secure connection or manually import your statements. Import from Quicken, and Microsoft Money with our easy to use import facility with our personal finance software. Scan receipts with your mobile, using the BankTree Mobile app, and sync with the desktop to have all your receipts on your computer. Or sync with our online application to store your receipts on the cloud.

About

Monarch Money is a personal finance management platform that helps individuals and households track spending, manage budgets, monitor investments, and plan financial goals. The software connects bank accounts, credit cards, loans, investment accounts, and other financial assets into a centralized dashboard. Its transaction management tools automatically categorize expenses, track cash flow, and provide detailed spending reports. Monarch Money supports flexible budgeting, recurring bill monitoring, subscription tracking, and financial goal planning. Users can also collaborate with partners, household members, or financial advisors to manage shared finances and coordinate financial decisions. The platform is available through web browsers and mobile applications for iOS and Android, with connectivity to more than 13,000 financial institutions.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Individuals searching for a powerful Personal Finance solution that helps set budgets, check how they are sticking to them, and forecast ongoing budgets

Audience

Individuals and couples seeking a comprehensive, easy-to-use financial app for tracking, budgeting, goal setting, and collaborative money management

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$40 per month
Free Version Not Supported
Free Trial Supported

Pricing

$8.33/month
Annual: $8.33 per month ($99/year)
Monthly: $14.99 per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros from Real Users

Pros

  • Comprehensive Financial Dashboard: Monarch Money offers a sleek, user-friendly interface that aggregates all your financial accounts in one place, making budgeting and tracking effortless. Customizable Budgeting Tools: The platform allows you to create detailed budgets tailored to your unique spending habits and financial goals. Goal Setting and Tracking: It’s easy to set multiple financial goals and monitor your progress with clear, motivating visuals. Insightful Reports: Monarch provides detailed spending reports and trends that help you understand your habits and improve your money management. Strong Security: The app uses bank-level encryption and read-only access, ensuring your data stays safe.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

BankTree
www.banktree.co.uk

Company Information

Monarch Money
Founded: 2018
United States
www.monarchmoney.com

Alternatives

AceMoney

AceMoney

MechCAD

Alternatives

GlidePath Money

GlidePath Money

QuickTech LLC
MoneyCoach

MoneyCoach

MoneyCoach UG
MoneyLine

MoneyLine

NCH Software

Categories

Personal Finance Supported

Categories

Personal Finance Supported

Integrations

Amazon Not Supported
Claude Not Supported
Claude Desktop Not Supported
Finicity Not Supported
MX Not Supported
Model Context Protocol (MCP) Not Supported
Plaid Not Supported
Quicken Supported
Target Not Supported
VinAudit Not Supported
Zillow Not Supported

Integrations

Amazon Supported
Claude Supported
Claude Desktop Supported
Finicity Supported
MX Supported
Model Context Protocol (MCP) Supported
Plaid Supported
Quicken Not Supported
Target Supported
VinAudit Supported
Zillow Supported
Claim BankTree and update features and information
Claim BankTree and update features and information