Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
Monarch Money is an all-in-one financial management app designed to give users complete clarity and control over their money. By aggregating bank accounts, credit cards, loans, investments, and real estate into a single view, Monarch offers a comprehensive picture of your financial health. The app’s budgeting tools are flexible and adaptive, helping you stay on track with personalized spending plans. It supports seamless collaboration, enabling couples or professionals to manage shared finances together with ease. Monarch automatically tracks subscriptions, flags unusual transactions, and provides insightful reports through customizable charts. Its net worth tracking feature gives real-time updates on assets and liabilities. Compatible across multiple devices and syncing with thousands of financial institutions, Monarch ensures your financial data is always up to date. Users praise the app for its intuitive design, reliability, and robust features that outperform competitors like Mint and YNAB.
Description
Effortlessly link your financial accounts to Excel to consolidate and oversee all your finances from a single location. Gain clarity on your expenditure patterns and obtain tailored insights regarding your monthly spending habits to help you meet your financial aspirations. By simply connecting your accounts to Excel, you can view all your transactions in one convenient interface, making it easier to track your spending. Additionally, receive personalized notifications about fluctuations in your monthly expenses, increases in subscription costs, bank fees, and more, ensuring you stay informed about your financial situation. Tailor Money in Excel to suit your needs and maximize your financial management. Utilize the specialized charts we've designed for you, or create your own with your preferred Excel features. Moreover, when you subscribe to Microsoft 365, you'll unlock a variety of customizable templates and innovative options, empowering you to bring your financial organization ideas to fruition. This integration creates a comprehensive toolset that not only enhances your financial awareness but also simplifies the path to achieving your monetary objectives.
API Access
Has API
No
API Access
Has API
No
Integrations
Finicity
Yes
MX
Yes
Microsoft Excel
No
Model Context Protocol (MCP)
Yes
Plaid
Yes
Integrations
Finicity
No
MX
No
Microsoft Excel
Yes
Model Context Protocol (MCP)
No
Plaid
No
Pricing Details
$8.33 per month
Annual: $8.33 per month
Monthly: $14.99 per month
Monthly: $14.99 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
Part of Microsoft 365 subscriptions
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Monarch Money
Founded
2018
Country
United States
Website
www.monarchmoney.com
Vendor Details
Company Name
Microsoft
Founded
1975
Country
United States
Website
templates.office.com/en-us/money-in-excel-tm77948210
Product Features
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
No
Balance Sheet
Yes
Capital Asset Planning
No
Cash Management
Yes
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
Yes
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
Yes
Version Control
No