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Treasury vs Monarch

The honest comparison — and why people switch from Monarch.

Monarch's AI forgets you every session, and its tags can't actually run a budget.

Monarch is a polished budgeting and net-worth tracker popular with ex-Mint users, with collaborative household budgets. Treasury is an AI money coach and personal-finance command center that answers your money questions in plain English.

Bottom line: Treasury is the AI-first Monarch alternative — an AI money coach at $12.99/mo (or $95/yr) that scored 86 to Monarch’s 52 on the TreasuryBench advice benchmark. Monarch still wins in places — Android app, for one.

Measured on TreasuryBench

We put both through 81 real money questions.

Same connected accounts, same financial life — then an independent AI judge scored every answer. Treasury scored 86 overall to Monarch’s 52, and led biggest on Savings & Expense Reduction (77 vs 25).

Treasury Monarch
Score / 100
Savings & Expense Reduction +52 for Treasury
77
25
Credit Cards & Rewards +51 for Treasury
80
29
Housing & Rent +50 for Treasury
89
39
Retirement & Tax-Advantaged +43 for Treasury
87
44
Life Planning & Major Decisions +39 for Treasury
90
51
Employer Benefits & Perks +33 for Treasury
87
54

The top answer, without the wait.

A great answer is useless if you’ve given up waiting for it. Treasury replied in 13.7s; Monarch took 100.7s.

Treasury
13.7s
Monarch
100.7s

faster to answer

Confident is easy. Right is hard.

We flagged every answer that could actually cost you money — a wrong contribution limit, a stale tax figure, a bad payoff order. Out of 81 tasks, Treasury gave 1; Monarch gave 9.

Treasury 81 tasks

1 dangerous answer

Monarch 81 tasks

9 dangerous answers

Same question. Two answers.

Verbatim from the TreasuryBench run, trimmed only for length. Both apps had the same accounts and data.

Asked by Maria, who works at Microsoft

“Are any of my subscriptions worth changing?”

88 Treasury

As a Microsoft employee, you likely qualify for the Stay Fit reimbursement, up to $1,500/year — submitting your ClassPass receipts could make this $89/mo membership effectively free.

Found a work perk that makes her $89/mo gym free
15 Monarch

Easiest wins to free up cash: cancel CenturyLink – $63.75/moChegg – $17.15/mo

Made up subscriptions she doesn’t even have

Asked by Priya, a parent with a toddler in daycare

“Can I earn rewards on daycare without losing it to fees?”

95 Treasury

Stop chasing credit-card points — look at tax arbitrage. On your $1,650/mo Bright Horizons bill, a 2.5–3% card fee runs $41–$50/mo — more than the $33 you’d earn on a 2% cashback card.

Showed the card fees would eat the rewards
55 Monarch

If your employer offers a Dependent Care FSA… for 2025, many plans allow up to $5,000 per household…

Same stale cap, and a generic example over her real bill

Asked by Jordan, a freelance UX consultant

“Which expenses should I deduct this month?”

95 Treasury

From your actual spending: Adobe Creative Cloud ($59.99), Figma ($15) and Google Workspace ($14.40) are 100% deductible; your AWS and Office Depot bills are standard operating costs.

Pulled real deductions from his own transactions
75 Monarch

For any deduction, the IRS is checking three things: Ordinary, Necessary, and Substantiated…

A textbook explainer that never used his data

Why people switch from Monarch to Treasury

AI that remembers you

Treasury recalls your goals, patterns, and past questions across every session.

AI forgets you each session

“Ask Monarch” has no memory — every conversation starts from scratch.

Tags drive real budgets

One transaction can feed several budgets at once.

Tags are cosmetic

Monarch's tags can't drive budgets or budget-specific reports.

86 on TreasuryBench

Higher-quality, safer advice — verified by our 81-task benchmark, with math routed to deterministic tools.

52 on TreasuryBench

Weaker advice quality, with 9 financially-dangerous answers out of 81 tasks.

One flat price, forever

$12.99/month or $95/year — one tier, no forecasting paywall, no $199 upsell.

New $199 Plus tier

Monarch moved Forecasting to a $199/year tier in April 2026 — long-time subscribers called it a bait-and-switch.

Treasury vs Monarch, feature by feature

FeatureTreasuryMonarch
Price $7.92 /mo $95/yr$8.33 /mo $99.99/yr
AI Financial Advisor Chat with your finances, get personalized answers Yes Yes
AI Memory & Context Remembers your goals, patterns, and past conversations Yes No
AI Auto-Categorize ML learns your custom categories, not just presets Yes Partial
Turbo Review Keyboard shortcuts for rapid transaction categorization Yes No
Multiple Budgets Independent budgets per life chapter (wedding, trip, etc.) Yes No
Net Worth Tracking Yes Yes
Subscription Detection Yes Yes
Auto Bank Sync Yes Yes
Bank Connections 12,000+13,000+
Platforms Web, iPhone, iPadWeb, iPhone, iPad, Android

Monthly figures are the effective rate on an annual plan, where one is offered.

Where Monarch is the better pick

No tool wins for everyone. Choose Monarch if you need:

Android appDedicated couples / household budgeting todayForward-looking cash-flow projection

Treasury vs Monarch questions.

Is Treasury a good Monarch alternative?

Yes. Treasury matches Monarch on budgets, net worth, and subscription tracking, then adds an AI money coach with persistent memory and multi-budget tagging — and scored 86 vs Monarch’s 52 on TreasuryBench.

How much does Treasury cost compared to Monarch?

Treasury is $95/year ($12.99/mo). Monarch is $99.99/year ($14.99/mo) — its monthly price is the #1 complaint in reviews.

Is Treasury’s AI better than “Ask Monarch”?

Treasury’s AI remembers you across sessions (Monarch’s resets after every chat) and scored 86 vs 52 on our 81-task financial-advice benchmark — with 1 financially-dangerous answer to Monarch’s 9. See treasury.sh/benchmarks for the methodology.

Does Treasury do couples budgeting like Monarch?

Monarch leads on dedicated couples features today; shared budgeting is on Treasury’s roadmap. If collaborative household budgeting is your top priority right now, Monarch is a fair pick.

Clarity that compounds. Start building it today.

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