Gain total control of your money.

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  • Paid
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Description

Sync your accounts:Securely sync all of your bank accounts to pull in your balances and transactions.

View your balance history: We'll save a snapshot of your account balances and net worth each day so you can chart your progress.

Track real estate with Zillow: Track your real estate property values automatically by syncing with Zillow Zestimates.

Manually track any asset: You can manually add valuables, like art or collectibles, so you always have the complete picture.

Trigger a sync anytime: We sync your accounts automatically a few times a day, and you can trigger a sync yourself anytime.

Investment support: We'll sync your investment balances, and any holdings you have so you know how you're invested.

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Questions & Answers

What if I get an incorrect response?

We're actively making improvements and collecting feedback during the Beta. You can thumbs up or thumbs down the AI responses to share your feedback and help us improve. Answers provided by the Assistant are not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.

Dec. 1, 2023


How do you compare my spending to others?

We use data provided by the Bureau of Labor Statistics (BLS) to provide comparisons to households like yours. We do not use your financial data to provide comparisons for others.

Dec. 1, 2023


How are you prioritizing this vs. other features?

The Monarch AI Assistant is currently an experiment, we'll only continue to pursue it if it provides value to our customers, and this is just one of many features we are working on.

Dec. 1, 2023