Welcome to my Monarch Money resource page!
“This week, I’d like to shift my attention to forward planning. I’d like to think through my monthly income and expenses, and then consider, if I were to buy, how much home I might be able to afford.
Do you have any specific budget management tools you would like me to use?”
Why, yes, I do! Monarch Money is my preferred budgeting tool and financial life dashboard.
It has a robust mobile app and best-in-class data connectivity. I have used it myself for years, and teach it to my clients.
We can use the tracking tools to get a handle on your current monthly spend, then set up the budget to project into the future. Bonus: when you connect accounts, it often pulls in months of data — giving us something to analyze.
Get my eyes on your Monarch
Zoom link for Coach Shelly’s weekly Empower Hour (like office hours, but more fun) — drop in anytime on
Wednesdays, 11:30am-12:30pm PT
I’m registered with Monarch's professionals program, so you may grant me temporary access to your Monarch account (here’s how) by using this email address: info@shellyrees.com — I get an alert that you’ve added me.
“I decided to try Monarch at your recommendation, and I’ve got to say I’m impressed. I have tried similar sites/apps in the past and always gave them up fairly quickly, but I think I might actually stick with this one.”
Official Monarch Money resources
Reddit forum — browse advice and ask your questions of the larger community
Product Board — preview ideas and in-progress work, and vote them up or down, and add your comments
My Monarch video explainers
Create 4-5 spending Groups to simplify budgeting (5:33) <CLICK TO VIEW>
See also: Monarch Help Forum article on customizing categories.
Update: Monarch has now introduced Flex Budgeting, but I still prefer to set up my Groups manually, as described here.
Forecasting in your Budget (formerly known as Plan) (1:24) <CLICK TO VIEW>
Coach shelly and her livestream set-up for teaching monarch money classes.
