Monarch Money

What it is

Monarch Money is a subscription personal-finance app for tracking accounts, cash flow, budgets, investments, bills, and goals. A household can invite collaborators and assign transactions that need review.

Ways to use it

Ideas from real executive operations work. Take the ones that fit.

• Create a household dashboard for cash flow, net worth, and upcoming bills.
• Assign transactions that need context to the person who made the purchase.
• Review recurring charges before subscription renewals post.
• Track progress toward a personal reserve, travel, or major-purchase goal.
• Export the relevant records for a tax professional instead of treating an in-app category as final tax treatment.