Monarch: Budget & Track Money

$200k revenue, 4.9 rating

App walkthrough
0:00 / 17:35

Onboarding flow, Paywall & Inside the App

Watch the full screen-by-screen UX video of Monarch: Budget & Track Money with onboarding, paywall, and every core flow.

Loading screen for Monarch with a centered orange butterfly logo on a light-beige background.
Monarch app sign-up screen featuring social proof, a free trial offer, and multiple authentication options.
Account creation screen showing step one of six with an email input field and an orange Send verification code button.
Email verification onboarding screen displaying a six-digit input field, a resend link, an orange Verify email button, and a numeric keypad.
Password creation screen with an empty password input field, a requirement checklist, and an orange Create password button.
Onboarding screen asking what brings you to Monarch with a vertical list of financial priority selection buttons and a Continue button.
Onboarding survey screen asking how the user heard about Monarch, featuring a vertical list of acquisition source options.
Onboarding form for personal details featuring text inputs, binary choice buttons, and a Continue button.
Paywall screen comparing annual and monthly subscription plans with a free trial timeline and a Start 7-day trial button.Unlock Pro
Checkout subscription modal for the Monarch app showing a one-week free trial and annual pricing with payment confirmation instructions.Unlock Pro
Subscription paywall screen with a trial timeline, yearly and monthly plans, and a purchase success modal overlay.Unlock Pro
Dashboard showing a credit score card, a net worth chart of $708,000, and a bottom modal overlay with an Add account button.Unlock Pro
Add Account modal with an institution search bar, category selection list, and a button to add a manual account.Unlock Pro
Add account screen displaying a search field and a list of popular financial institutions, with options to add a manual account or request a new connection.Unlock Pro
Account connection screen in the Monarch app with a phone number input field for Plaid integration, a Continue button, and legal text links.Unlock Pro
Plaid exit confirmation modal warning that progress will be lost, featuring Yes, exit and No, go back buttons.Unlock Pro
Account category selection form displaying a vertical list of financial types including investments, credit cards, cash, and loans to add manually.Unlock Pro
Credit card entry form with pre-filled account details and an Add account button.Unlock Pro
Dashboard with an onboarding checklist showing 1/5 completed, a monthly review card, and a credit score tracking setup option.Unlock Pro
Onboarding screen for income categories featuring a transaction card carousel and a Next button.Unlock Pro
Expense categories onboarding screen with a transaction example carousel and a Next button.Unlock Pro
Onboarding screen for transfer categories with a central sample card for Transfer to BOA, pagination dots, and a Next button.Unlock Pro
Category settings screen listing income categories with a search bar, segmented tabs, and the Income tab selected.Unlock Pro
Category management settings screen with a search bar, Income tab selected, and a vertical list of income categories including Paychecks and Business Income.Unlock Pro
Category disable confirmation modal warning that Other Income will no longer appear anywhere in the app, with Cancel and Disable buttons.Unlock Pro
Settings screen displaying a categorized list of expense categories with a search bar, segmented tabs, and a bottom navigation bar.Unlock Pro
Categories settings screen displaying a search bar, Income, Expenses, and Transfers tabs with Transfers selected, and a list of transfer-related categories.Unlock Pro
Settings screen displaying a category list with a floating menu to add categories or groups and a search bar.Unlock Pro
Add group form with fields for name, type set to income, and budget set by category, featuring a save button.Unlock Pro
Group creation form with fields for name, type, and budget, with a Save button and a close icon.Unlock Pro
Form modal to edit a budget group named Hobby, featuring fields for name and budget type, a Save button, and a Delete group option.Unlock Pro
Form modal for editing a budget group, with fields for name and budgeting method, a delete option, and a save button.Unlock Pro
Confirmation modal asking if you are sure you want to delete Hobby, with Cancel and Delete buttons.Unlock Pro
Goals dashboard showing a list of savings goal cards with progress statuses and an Add goals button.Unlock Pro
Modal form displaying a vertical list of selectable goal cards like emergency fund and down payment, with a close button in the top right.Unlock Pro
Goal creation form with a flamingo photo card, input fields for vacation name and targets, and a save button.Unlock Pro
Goal creation form with fields for name and target amount, displaying a flamingo hero image and an active month date picker at the bottom.Unlock Pro
Goal creation modal form for a vacation with a target amount, date picker, and a Done button.Unlock Pro
Goal creation form with fields for name, target amount, and date, along with a save button.Unlock Pro
Goal setup modal displaying vacation progress details, an account selection dropdown, and a continue without contributions button.Unlock Pro
Goal planning form displaying a Vacation goal with an At risk status, monthly contribution details, and a Continue button.Unlock Pro
Goal creation confirmation screen displaying a new vacation goal card with zero percent progress and a Save and view goals button.Unlock Pro
Goal confirmation screen displaying a Vacation summary card with zero progress and a Save and view goals button.Unlock Pro
Monarch goals dashboard showing the Save up tab with an available amount of $0.00 and an at-risk vacation savings goal progress card.Unlock Pro
Budget empty state with a red status banner showing -$143, a sample plan description, and a Create my plan button.Unlock Pro
Budget setup screen prompting users to verify auto-calculated monthly income, showing a zero dollar total and an orange Continue button.Unlock Pro
Budget setup onboarding screen presenting two selectable method cards with Flex Budget recommended and a Continue button at the bottom.Unlock Pro
Budget setup onboarding screen explaining flex budgeting with three educational cards for Fixed, Non-Monthly, and Flexible categories, and a Continue button.Unlock Pro
Budget setup onboarding screen with an expandable list of expense categories and a Continue button.Unlock Pro
Budget setup form displaying a list of auto-calculated fixed expense categories with editable input fields and a Continue button.Unlock Pro
Auto Payment configuration form displaying a numeric input field set to $100, monthly data summary cards, a future months toggle, and a bottom numeric keypad.Unlock Pro
Budget setup onboarding screen listing non-monthly expense categories with setup links, a summary showing a negative balance, and a continue button.Unlock Pro
Budget settings modal for a non-monthly category with expense frequency, target amount, and a save button.Unlock Pro
Budget setup form displaying a flexible expenses card with a zero dollar amount and a Continue button.Unlock Pro
Budget setup screen listing flexible expense categories with input fields, a negative balance summary, and a Continue button.Unlock Pro
Budget category edit form for Public Transit displaying a $5 amount, monthly breakdown, summary cards, and a numeric keypad with a Save button.Unlock Pro
Budget setup completion summary showing financial category totals, a remaining balance of -$125, and a View my budget button.Unlock Pro
Desktop transition modal in Monarch prompting users to continue on desktop, displaying a product mockup and an Email me a link to desktop button.Unlock Pro
Dashboard screen displaying vertical cards for monthly review, net worth, and a credit score tracking prompt with an Enable credit score button.Unlock Pro
Dashboard with an April 2026 calendar widget, review card, credit score tracking prompt, and bottom navigation.Unlock Pro
Financial progress onboarding modal introducing weekly review features with a feature list and a Get started button.Unlock Pro
Onboarding cash flow summary screen displaying zeroed income, expenses, and savings for April with a progress tracker and Next button.Unlock Pro
Plan summary modal showing income and expenses data for APR 1-30, with a step indicator and Next button.Unlock Pro
Onboarding modal displaying a Cash flow trends chart, a progress bar at step four, and Previous and Next navigation buttons.Unlock Pro
Financial summary modal displaying net worth changes for April with assets and liabilities, accompanied by navigation buttons and a progress bar.Unlock Pro
Onboarding modal displaying liability changes with credit card debt of $100,000.00, a progress bar, and Previous and Next buttons.Unlock Pro
Liability breakdown modal displaying a pie chart of 100% credit card debt, a progress indicator, and Next and Previous buttons.Unlock Pro
Success modal in the Monarch app celebrating April's financial progress, featuring a referral card and a Finish button.Unlock Pro
Transactions empty state screen displaying a search bar, a prompt to connect an account, and the transactions tab selected in the bottom navigation.Unlock Pro
Transactions empty state screen prompting the user to connect an account or add a new transaction.Unlock Pro
Account selection modal titled Select an account with a search bar and a list item for Bank 0101.Unlock Pro
Transaction entry form modal featuring a debit and credit toggle, amount input of $1,000.00, and an active date picker overlay.Unlock Pro
Category selection modal sheet with a search bar and a scrollable list of categorized income and transport options.Unlock Pro
New Transaction form displaying a debit amount of $1,000.00, transaction details, and an Add Transaction button.Unlock Pro
Tag selection form displaying a searchable list of financial tags, with one tag selected and a Done confirmation button.Unlock Pro
New Transaction form modal displaying a credit amount of $100.00, merchant details for Wendy's, and an Add Transaction button.Unlock Pro
New Transaction form modal showing a debit amount of $100.00, transaction details, a balance adjustment toggle, and an Add Transaction button.Unlock Pro
Camera permission request screen in Monarch with a central lock icon, a Grant Permission button, and a black background.Unlock Pro
Permission request modal asking to allow Monarch access to the camera, with Don't Allow and Allow buttons.Unlock Pro
Receipt scanning interface with a camera viewfinder displaying a paper receipt, top utility controls, and a bottom shutter button.Unlock Pro
Receipt scanning screen displaying a captured restaurant receipt in a camera viewfinder, with Retake and Upload buttons at the bottom.Unlock Pro
Receipt scanning modal showing a waiting match card for Berghotel Grosse Scheidegg with a Scan receipts button.Unlock Pro
New transaction form with amount set to $54.50, debit selected, itemized notes, and an Add Transaction button.Unlock Pro
Receipt scanning modal showing a transaction card for Berghotel Grosse Scheidegg and a Scan receipts button.Unlock Pro
Receipt Scanning settings screen with two enabled toggles for auto-splitting transactions and adding transaction notes.Unlock Pro
Filter modal with date range, sort options, category lists, and clear and apply buttons.Unlock Pro
Filter modal with a list of date range options, a sort section, and a bottom cancel button.Unlock Pro
Account selection modal displaying a search bar, Bank 0101 with one account selected, and a Done confirmation button.Unlock Pro
Category selection form with a search bar, a scrollable list of categorized financial items with Internet and Cable selected, and a Done button.Unlock Pro
Merchant selection list with a search input, one selected item, and Done and Clear all action buttons at the bottom.Unlock Pro
Goal selection screen with a searchable list, the Vacation goal selected, and a Done confirmation button.Unlock Pro
Transaction amount filter form with options for debits and credits, a dropdown set to all amounts, and a Done button.Unlock Pro
Transaction amount filter form with an Equal to operator, an amount input field, and the Debits only radio option selected.Unlock Pro
Filter modal with categorized toggle options for notes, syncing, investments, pending status, and visibility, with Clear all and Apply buttons.Unlock Pro
Transactions empty state screen displaying a search bar with active filters and a message indicating no matching transactions found.Unlock Pro
Transaction list screen displaying grouped financial transactions, a search bar, and category icons with the Transactions tab selected.Unlock Pro
Transaction list screen displaying grouped financial entries with category icons, a search bar, and a bottom selection bar showing one selected item with an edit button.Unlock Pro
Transaction edit form with fields for merchant, category, date, and notes, featuring an account summary card and a delete action at the bottom.Unlock Pro
Transaction deletion confirmation modal in Monarch warning that the selected transaction will be permanently removed, with cancel and confirmation buttons.Unlock Pro
Transaction list showing financial history with a search bar and a bottom notification confirming a successful transaction deletion.Unlock Pro
Notifications empty state modal displaying an All clear message with a settings icon and close button.Unlock Pro
Notification settings screen displaying categorized financial alerts with toggles for Monarch, Email, and Push channels.Unlock Pro
Notification settings screen with a description for account disconnection alerts and toggle switches for Monarch, Email, and Push channels.Unlock Pro
Cash flow dashboard showing a monthly chart, a summary table with zero income and nine hundred dollars in expenses, and an empty state for income.Unlock Pro
Filter modal with options for accounts and tags, a clear all button, and an apply button.Unlock Pro
Account selection screen displaying a search bar, a list with Bank 0101 selected, and a Done button.Unlock Pro
Cash flow dashboard displaying a timeframe selection modal and an empty state for February 2026 with zeroed financial values.Unlock Pro
Modal prompt suggesting desktop access for custom reports, featuring an illustration and an Email me a link button over a financial dashboard.Unlock Pro
Cash flow dashboard displaying a financial summary list and a bottom modal confirming an email link.Unlock Pro
Cash flow dashboard displaying a quarterly expense summary, category filters, and an expense list with gas and electric expenses.Unlock Pro
Budget dashboard showing a May 2026 summary with a negative remaining amount, expense categories, and the Budget tab selected.Unlock Pro
Budget dashboard showing a May 2026 overview with a red negative balance banner and grouped expense and contribution categories.Unlock Pro
Budget summary modal displaying income, expenses, goals, and a negative remaining balance in red, with a Done button.Unlock Pro
Budget summary modal for May displaying income, expenses, goals, and a negative remaining balance in red, with a Done button.Unlock Pro
Accounts dashboard displaying net worth and credit card balances, with a time-range filter, account list, and an add account button.Unlock Pro
Accounts dashboard displaying net worth summary, time range filter with year-to-date selected, credit cards liability card, and an add account button.Unlock Pro
Add Account modal with a search bar, a list of financial categories, and an Add a manual account button.Unlock Pro
Account category selection list for adding a manual account, featuring categories like Investments, Credit Cards, and Cash.Unlock Pro
Form for adding a cash account with input fields for name, type, and balance, an account type picker, and an Add account button.Unlock Pro
Add cash form for manually entering an account with pre-filled name, savings type, and an Add account button.Unlock Pro
Accounts dashboard displaying a net worth summary with a negative balance, a time range selector, and a list of cash and credit card accounts.Unlock Pro
Accounts dashboard showing a total balance of $1,000.00, account type filters, and a list of financial account cards with an Add an account button.Unlock Pro
Accounts dashboard displaying a grouped list of financial accounts and net worth summary, with a bottom navigation bar.Unlock Pro
Add Account modal featuring a search bar, a vertical list of financial category cards, and an option to add a manual account.Unlock Pro
Accounts dashboard displaying a net worth summary, grouped financial accounts, time-range tabs, and an Add an account button.Unlock Pro
Empty institutions screen prompting the user to link financial accounts, with a snackbar notification offering an update action.Unlock Pro
Edit Account modal displaying fields for a liability account with balance, APR, and a save button.Unlock Pro
Edit Account settings modal with toggle options for balance and transaction visibility, plus action buttons to close or delete the account.Unlock Pro
Feature announcement modal in the Monarch app introducing credit score tracking with an illustration and setup instructions.Unlock Pro
Transaction filter modal displaying a list of review options with All transactions selected and a Done button.Unlock Pro
Transactions empty state screen indicating that all items have been reviewed, with a search bar and a View all transactions button.Unlock Pro
Transaction filter modal with options for all transactions and review assignments, showing the Anyone option selected and a Done button.Unlock Pro
Financial dashboard displaying cards for recurring items, investments, and an at-risk vacation savings goal.Unlock Pro
Customize dashboard settings modal listing visible widgets with reorder handles and an Apply button.Unlock Pro
Dashboard screen for the Monarch personal finance app featuring a side navigation drawer with feature links and a free trial status.Unlock Pro
Billing settings screen displaying the current Core Annual free trial plan, next payment details, and a Modify Subscription action link.Unlock Pro
Recurring transactions dashboard displaying a monthly calendar, upcoming items view, and categories for income, expenses, and credit cards.Unlock Pro
Empty state screen for recurring items with an All Recurring tab selected and an Add recurring button.Unlock Pro
Recurring items empty state screen with an open bottom action sheet displaying options to add synced accounts, detect automatically, or add manually.Unlock Pro
Savings goals dashboard showing a vacation goal card with an at-risk status and a progress bar.Unlock Pro
Goals dashboard showing a debt pay down view with a credit card account balance and a Set up APR action.Unlock Pro
Savings Calculator modal with a list of debt paydown strategies, the Planned payments option selected, and a Calculate button.Unlock Pro
Investment dashboard displaying a portfolio value of $250,000.00, a performance chart, and a modal overlay with an Add account button.Unlock Pro
Add account modal with a search bar, category cards for financial institutions, CSV import option, and a manual account button.Unlock Pro
Account category selection form featuring a vertical list of options like Investments, Credit Cards, and Cash for manual entry.Unlock Pro
Investment account entry form with fields for name, type, tracking method, and balance, featuring an orange Add account button and a bottom picker.Unlock Pro
Bill split screen with an optional Venmo username input, a Scan receipt button, and an empty history section.Unlock Pro
Household members settings listing an admin user and an invitation section with a Send an invite for free button.Unlock Pro
Receipt scanning screen with the All Receipts tab selected, a transaction card for Berghotel Grosse Scheidegg, and a Scan receipts button.Unlock Pro
Receipt scanning feature screen in the Monarch app with an illustration, explanatory text, and a Scan receipts button.Unlock Pro
Empty state screen for linking financial institutions, featuring instructions and a link to the help center.Unlock Pro
Category settings screen displaying an income category list with a search bar, segmented filter tabs, and a hidden category indicator.Unlock Pro
Settings screen displaying a searchable list of expense categories with a segmented control for Income, Expenses, and Transfers tabs.Unlock Pro
Categories settings screen displaying a search bar, Income, Expenses, and Transfers tabs with Transfers selected, and a list of transfer categories.Unlock Pro
Preferences settings screen with toggle options for transaction management and an AI assistant information block, including a bottom navigation bar.Unlock Pro
Rules management dashboard showing a list of transaction rules with a search bar and bottom navigation.Unlock Pro
Merchant search screen displaying a vertical list of merchants with transaction counts and a search input field.Unlock Pro
Monarch onboarding survey modal asking which previous financial app was used, with Mint selected and a Finish button.Unlock Pro
Success confirmation modal with a checkmark icon and the message Thanks for your input centered over a blurred navigation menu.Unlock Pro
AI assistant onboarding screen detailing features, privacy practices, and feedback options, with a Continue button.Unlock Pro
Chat screen for an AI financial assistant with a greeting, empty input field, and a financial advice disclaimer at the bottom.Unlock Pro
Chat interface screen showing a user message and an AI assistant processing response with a bottom input field and financial advice disclaimer.Unlock Pro
Chat screen showing an AI assistant response about personal finance, with a thought block, feedback buttons, and a bottom text input field.Unlock Pro
Referral program modal with a QR code, promotional offer details, sharing action buttons, and a progress tracker showing $0 out of $480.Unlock Pro
Share sheet modal overlay displaying monarch.com, a grid of sharing and action buttons, and a Save to Documents button.Unlock Pro
Referral program screen explaining how to share a link, give a discount, and earn a gift card with a close button at the top.Unlock Pro
Settings menu featuring grouped list options for support, account management, and household preferences, with a referral link and a close button.Unlock Pro
Settings menu for the Monarch app displaying options for institutions, categories, billing, legal policies, and a sign out button.Unlock Pro

About Monarch: Budget & Track Money

A comprehensive personal finance platform that aggregates bank accounts, tracks net worth, manages budgets, and enables collaborative financial planning.

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