I’ll probably post a more in depth review but I absolutely love, Monarch Money. It’s $14.99 a month and it’s well worth it.
Monarch Highlights:
- Partner and Financial Advisor logins for built in collaborations.
- Custom Categories and rules
- Transaction Splitting
- Pending transactions can be edited and updated with new Categories (game changer for my workflow)
- Many supported APIs for connections to all your accounts
- No Ads (because it has a monthly fee)
- Budgeting
- Beautiful Reports
- AI chatbot
I’ve been using it for over a year and have never felt more in the know.
Currently they’re offering 50% off if you’re moving from Mint.com using code MINT50 (that recently shut down).
Sign up with this link for an extended trial: www.monarchmoney.com/referral/…
