Monarch Fiscal is a financial management platform designed for individuals and households who want a clear view of their overall financial health. It connects to your bank, credit card, and investment accounts to automatically import and categorize transactions.

• Unified Financial Dashboard: See all your accounts, balances, and recent transactions from different institutions in a single, updated view.
• Custom Budgeting: Create and monitor monthly budgets based on your actual spending patterns across different categories.
• Spending Analysis: Get visual reports and insights into where your money goes over time, helping identify trends and opportunities to save.
• Goal Tracking: Set savings targets for specific objectives, like a vacation or down payment, and track your progress directly within the platform.
• Net Worth Calculation: Automatically calculates your total net worth by aggregating your assets and liabilities from linked accounts.