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Content provided by Erin Gray | Wealth Coach, Former CFP and CFO, Erin Gray | Wealth Coach, Former CFP, and CFO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Erin Gray | Wealth Coach, Former CFP and CFO, Erin Gray | Wealth Coach, Former CFP, and CFO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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123 | Is Your Budgeting App Really Serving You? 3 Reasons to Try Monarch Money

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Manage episode 492425406 series 3573046
Content provided by Erin Gray | Wealth Coach, Former CFP and CFO, Erin Gray | Wealth Coach, Former CFP, and CFO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Erin Gray | Wealth Coach, Former CFP and CFO, Erin Gray | Wealth Coach, Former CFP, and CFO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Frustrated by budgeting apps that feel rigid or never seem to capture all your transactions? In this episode, I’m sharing why Monarch Money has become one of my favorite financial tools — both for my own money management and with my clients.

In this episode I discuss:

  • Amazon integration: Monarch automatically pulls detailed information from your Amazon account, so you don't have to.
  • Partner transaction assignments: You can tag a transaction for your partner to review and categorize.
  • Flexible budgeting styles: Whether you’re a detailed line-by-line budgeter or prefer broader cash flow tracking, Monarch adapts.

Monarch isn’t just another tracking tool. It’s a customizable, intuitive platform that empowers you to create a money system aligned with your values.

You can receive 50% off your first year by using this code

Want to learn more or connect with me?

Step 1: Join my Facebook Community.

Connect, share, and learn how to relate to your money with other women just like you.

➡️ Join here

Step 2: Grab your free Human Design chart

Curious what your Human Design chart reveals about how you're uniquely designed to make aligned financial decisions?

➡️ Get your chart here

Step 3: Work with Me

Learn how to trust your choices, honor your worth, and feel financial freedom that lives in your body, not just on paper.

➡️ Schedule your free clarity call here

From my soul to yours,

Erin

  continue reading

Chapters

1. Introduction to Monarch Money (00:00:00)

2. Amazon Integration Feature (00:01:05)

3. Partner Transaction Assignment (00:03:40)

4. Flexible Budgeting Options (00:05:20)

5. Pricing and Key Takeaways (00:06:25)

144 episodes

Artwork
iconShare
 
Manage episode 492425406 series 3573046
Content provided by Erin Gray | Wealth Coach, Former CFP and CFO, Erin Gray | Wealth Coach, Former CFP, and CFO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Erin Gray | Wealth Coach, Former CFP and CFO, Erin Gray | Wealth Coach, Former CFP, and CFO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Frustrated by budgeting apps that feel rigid or never seem to capture all your transactions? In this episode, I’m sharing why Monarch Money has become one of my favorite financial tools — both for my own money management and with my clients.

In this episode I discuss:

  • Amazon integration: Monarch automatically pulls detailed information from your Amazon account, so you don't have to.
  • Partner transaction assignments: You can tag a transaction for your partner to review and categorize.
  • Flexible budgeting styles: Whether you’re a detailed line-by-line budgeter or prefer broader cash flow tracking, Monarch adapts.

Monarch isn’t just another tracking tool. It’s a customizable, intuitive platform that empowers you to create a money system aligned with your values.

You can receive 50% off your first year by using this code

Want to learn more or connect with me?

Step 1: Join my Facebook Community.

Connect, share, and learn how to relate to your money with other women just like you.

➡️ Join here

Step 2: Grab your free Human Design chart

Curious what your Human Design chart reveals about how you're uniquely designed to make aligned financial decisions?

➡️ Get your chart here

Step 3: Work with Me

Learn how to trust your choices, honor your worth, and feel financial freedom that lives in your body, not just on paper.

➡️ Schedule your free clarity call here

From my soul to yours,

Erin

  continue reading

Chapters

1. Introduction to Monarch Money (00:00:00)

2. Amazon Integration Feature (00:01:05)

3. Partner Transaction Assignment (00:03:40)

4. Flexible Budgeting Options (00:05:20)

5. Pricing and Key Takeaways (00:06:25)

144 episodes

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