I will do personal budgeting and financial tracking using monarch

I help individuals get their finances organized using Monarch by setting up accounts, categorizing transactions, and creating clear budgets. My goal is to give you a simple, structured view of your income, expenses, and cash flow so you can make better financial decisions and stay on track with your goals. Whether you need a basic setup or ongoing support, I provide practical guidance tailored to your needs.

Important Information

This service is provided using Monarch Money only.

An active Monarch account is required before starting.

Access will be given through email-based collaboration (no passwords needed).

All financial information is kept 100% confidential.

This service focuses on budgeting, expense organization, and cash flow clarity.

Tax filing, legal advice, and investment advice are not included.

Meetings are conducted via Zoom or Google Meet, depending on the package selected.