Planning
A new house, a vacation: make it happen with Monarch
Plan further out by setting goals and tracking how you save for them alongside your day-to-day spending.
Goals
Go beyond planning for this month
It can be hard to know how you're tracking toward big goals when your money is scattered across accounts. Monarch makes it easy to assign your savings and investments to specific goals and contribute to them each month, keeping you motivated to reach them.
How it works
Create your goals
Create as many goals as you need with a target amount, planned monthly contribution, and custom image.
Assign accounts to goals
Give each account a purpose by assigning it to a goal, and track your progress automatically.
Complete your goals
When you’ve achieved a goal, mark it complete. May we suggest ice cream to celebrate?
FAQs
Yes! Are you trying to save up for an emergency fund? A big vacation? A wedding? Or maybe you’re trying to pay off student loans or credit card debt. Either way, Monarch’s goals feature has you covered.
You can set up multiple goals, prioritize them, and track your progress as you save. Add a target amount, assign a cash or investment account from where you're planning to hold your savings, add any plans for monthly contributions, and always know how how you're tracking toward your goals.
Monarch offers an in-depth view of your net worth so you always know where you stand, in addition to helping you build a flexible monthly budget that feels easy to stick to.
The magic of having everything in one place is it makes long-term planning feel less of a guessing game. In Monarch, you can see your big picture (net worth trend) alongside your day to day spending and track toward your goals and make smart decisions about where to save today that you can put toward your long term financial success.
