Budgeting

Budgeting should be flexible, because…life

Having a budget only works if it suits your lifestyle. Monarch offers two ways to budget, providing the structure or flexibility that works for you.

Insights at the altitude you need

Quickly see how you're doing with visual progress bars.

Zoom in for trends on your historical spend in each category.

Add a budget widget on any iOS device, so you always know how you're tracking.

Plan further out than just this month

Plan for non-monthly expenses with rollovers so they don't break your budget.

Forecast your spending into the future for a look beyond just this month.

Save for big goals along with your monthly budget.

Customize to your needs

Modify your groups, categories, and even the emojis to suit you.

Change the order of how items are displayed on your budget screen.

Choose what kind of notifications you'd like to help keep you on track.

One app, two ways to budget

Choose how you prefer to budget so you have the structure or flexibility you need to suit your needs and make budgeting feel easy.

Flex Budgeting

Category Budgeting

A simple focus on just one number

Flex Budgeting is built based on the reality that some expenses vary each month. Separate your spend into fixed, flexible, and non-monthly buckets and from there, you can stay on track with a simple focus on one number - your flexible expenses.

Resources

Video

Learn more about Flex Budgeting and how to get started

Watch

Blog

Dive deeper into the details of how Flex Budgeting works

Read

Blog

Learn more about whether Category or Flex Budgeting is right for you

Read

FAQs

How does Monarch’s budgeting feature work? Is it customizable?

Does Monarch provide insights or recommendations to help me stay on track with my budget?

How do I budget for quarterly, annual, or other non-regular expenses?

Track, budget, and feel good about your money with Monarch in your corner.