Monarch alternatives

Uprise was extremely beneficial in helping me visualize my financial goals. As it continues to grow and features are added, I 100% expect it to be my main tool for personal finance, replacing a combo of various budgeting and net worth tracking apps. I feel heard and listened to as a user, and the customized plans are something I’d never expect to be given access to without the slog of meeting with several advisors who I feel are not acting in my best interest. With uprise, I’m able to get a plan and great advice with a service I trust with no hassle. And I can always check in and see how I’m doing without having to contact someone and set up an appointment!!

I’ve been using Projection Lab for several months now. The initial setup takes a little while (you want to make sure you have accurate numbers from all of your accounts, including assets and liabilities), but once you get that dialed in, it’s so easy to manipulate things and see how your projection changes. My husband and I are considering buying a new-to-us vehicle, for instance, and I easily created scenarios for buying with a loan vs cash to see how it would affect us. It’s so powerful to be able to attach future numbers to financial decisions! Another really important use for me is in teaching my kids the value of compounding interest. My 12 year old was on the fence about investing her small pot of savings money until I showed her a projection of what that money could turn into if she invested it for the next 10, 20 years. She regularly asks me to help her try out different scenarios in her own projection, and I’m sure she’ll be using the tool herself before long. This tool is now an essential part of our personal finance planning and one that I plan to use for years. Highly recommend.

Amazing app and product, Paul and Will! Very excited about this app which I downloaded and already loved the initial experience with the questionnaire you have us fill out. As a Headspace user and understanding the importance of the impact financial stress has on an individual's mental health is great to see. Really excited to see the impact your team makes with the everyday consumer.

One of the best finance trackers I've tried out. It's is simple yet advanced , clean and super user-friendly template unlike other finance trackers I've tried out.

This app delivers exactly what it promises - simple and effective with no distractions. Highly recommend.

Balance Pro sounds like the no-nonsense personal finance tracker many have been looking for. What are some of the premium features that users can unlock with the optional upgrade, and how do they enhance the overall experience?

Am able to process my Bank statements and categorize most of the transactions automatically. But accuracy needs to be improved. But it's good so far.