What’s New

We're always working on new features and improvements. Check back here for the latest updates to Monarch.

December 12, 2024

Monarch's Refreshed Look & Product Updates

Today we rolled out Monarch’s new look along with product updates to make managing your money even easier.

October 26, 2023

Assign transactions to a household member for review

Now you can assign transactions as needs review by a specific person in the household, or anyone in the household. The assignee will receive a notification and see the transaction on the dashboard.

October 13, 2022

Manual investment holdings

You can now create a manual investment account and enter the shares you own so that your personal portfolio value can be tracked over time.

September 29, 2023

Visualize your cash flow like never before

This interactive diagram gives you a clear and engaging view of where your money comes from and where it goes each month.

August 31, 2023

Group level budgeting

Group-level budgeting provides a more flexible way to track your spending.

May 11, 2023

Connectivity improvements

Enhanced account connectivity, new features, and bug fixes to empower better financial decision-making.

March 29, 2023

Goals 2.0

We've launched a new version of goals to help you give all of your financial accounts a job. We've also improved account syncing, merchant naming, and launched a number of bug fixes and performance improvements.We've launched a new version of goals to help you give all of your financial accounts a job. We've also improved account syncing, merchant naming, and launched a number of bug fixes and performance improvements.

November 29, 2022

Global Search

This new search engine lets you quickly lookup any of your financial data.

September 9, 2022

iPhone widgets, recurring updates

There is a whole new way to track money on your iPhone (or iPad) without even needing to open up the Monarch app.

July 26, 2022

Track recurring expenses

Detect recurring transactions and manage them on a new calendar view.