Complete Feature List
01
Trends
Use transaction history to see spending patterns and pace current spending against earlier periods.
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Trends
Use transaction history to see spending patterns and pace current spending against earlier periods.
- Compare last month, the same month last year, or the same quarter last year
- Show monthly totals with the monthly average
- Show all years by year or all years year-to-date
- View Monarch Budget
- Compare by group, category, or both
- See year-to-date pacing and what’s left this month and next month
- Separate Fixed and Flexible spending
- Open charts and the transactions behind report totals
- Switch among line, step, month, quarter, year, and all-years charts
- Quick transaction drill-down
- Export Monarch Budget
- Export report data
02
Net Income
See income and spending in additional ways.
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Net Income
See income and spending in additional ways.
- View Net Income by tags, accounts, accounts, goals, and owners
- Compare tagged, untagged, and multiple-tag transactions
- Include or exclude selected tags from Tag reports
- Use notes as tags for project-style tracking
- View charts and graphs by account, owner, and tag
- Drill into the transactions behind totals
- Export report data
03
Accounts
Review balances and account activity through several statement-style reports.
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Accounts
Review balances and account activity through several statement-style reports.
- Standard account report with balances, activity, transfers, net change, pending, and projected amounts
- Personal, brokerage, and credit-card statement views
- Overall Cash Statement for available and uninvested cash
- Duplicate-transaction review
- Custom Account Groups available as a filter across all four reports
- Account balance history charts and expanded account details
- Account descriptions, subtype overrides, and investment-category overrides
- Export report data
04
Investments
Review holdings, performance, allocation, and fixed income in more detail.
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Investments
Review holdings, performance, allocation, and fixed income in more detail.
- Positions and Allocation reports with several grouping choices
- Performance report for selected periods
- Fixed Income report with maturity and estimated annual income
- Stock price and account-balance history charts
- Bar and pie allocation charts
- Allocation targets with over, short, and target-difference amounts
- Holding notes, category overrides, and custom lookup links
- Rebalance view and Account Group filters
- Show uninvested cash held within investment accounts
- Export report data
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Everyday improvements
Additional options across MM-Tweaks reports and the Monarch Money interface.
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Everyday improvements
Additional options across MM-Tweaks reports and the Monarch Money interface.
- Account Group Summary
- Compressed Transactions and Budget screens
- Left to Spend using checking minus credit cards
- Selected accounts shown on the Dashboard
- Options to hide unused menu items
- Favorite Views for returning to preferred report setups
- Adjustable report-grid density, font, theme, and summary/alert cards
- Settings backup and restore across supported browsers