Monarch
Aggregates financial accounts, categorizes transactions, provides budgeting, tracking, and goal-setting tools.
Launch screenshots from Product Hunt, Jun 2023
Monarch is a personal finance management app that aggregates all financial accounts into a single view, automatically categorizes transactions, and provides budgeting, tracking, and goal-setting tools. It targets individuals, couples, and financial professionals, serving both consumers and professionals in a B2C and B2B2C model. The app is delivered as a SaaS platform available on web, iOS, and Android, with a free tier and premium subscription.
Key features
- Connect all financial accounts
- Automatic transaction categorization
- Flexible budgeting
- Collaborative budgeting with partner
- Goal setting and tracking
- Net worth tracking
- Recurring subscription detection
- Customizable reports and charts
- Cross-device sync
- Chrome extension for Amazon/Target
- X0.2/day
- LinkedIn0.2/day
GTM channels
- Blog
- Partner program
- Referral program
- Affiliate program
- Creative ads
ICP
- Consumers general
- Financial services firms
- Executives founders