Online Job about Monarch Money Budgeting

What is Monarch Money?

Monarch isa modern and refreshing way to manage money and track expenses. Our finance tracker is an all-in-one tool to help you achieve the highest level of financial control and clarity with ease.

It's like a spreadsheet that automatically syncs with your bank accounts. Create your own list of categories, forecast your spending into the future, and track your spending monthly or annually with no manual data entry.

Monarch uses account balances for budgeting your goals in long term planning and does not use account balances for regular daily spending. It is possible to run an envelope or zero-based budgeting system using Monarch as long as its based in cash flow. This would look like: income = expenses + savings.

SUMMARY:

A budgethelps create financial stability. By tracking expenses and following a plan, a budget makes it easier to pay bills on time, build an emergency fund, and save for major expenses such as a car or home.

Budgeting tools to help keep track of your finances.

Utilize Monarch's many budgeting tools to create a long term plan to achieve your goals. Take advantage of calendars, calculators, custom dashboards and spending insights to get your finances back on track.

The all-in-one money platform

Monarch brings together everything you need to manage your finances effectively. You can collaborate with your partner or financial advisor at no extra cost, and access it on web, iOS, and Android.

Best-in-class data connectivity

Monarch syncs with multiple financial data aggregators, more than any competitor, to give you the best chance at connecting all of your accounts and keeping them in sync.

Transaction rules to keep everything organized

Monarch uses AI to clean your transactions, and gets smarter over time. If you want more control, you can use transaction rules to predictably update merchant names, categories, tags, notes, and more to keep everything organized.

Flexible budgeting tools and rollovers

Create a budget with custom categories and rollovers to help you stay on track. You can budget every category, or budget at the group level, whatever works for you. We'll help you stay on track with automatic notifications.

See exactly where your money is going

Our diagrams and charts make it easy to see where every dollar of your hard-earned money is flowing, so you can track your spending patterns at a glance.

Collaborate with your partner securely

Invite a partner or financial advisor to collaborate at no extra cost. They'll get their own login, and you'll both get a shared view of what's happening with your money.

All of your investment holdings in one place

Know exactly what you're invested in and how your portfolio is performing by syncing all of your investment holdings into one view. View your historical performance and allocation.

Track your progress on your financial goals

Track all of your financial goals and create a plan to achieve them. If you get off track, no problem! We'll always help you get back on track when life happens.

Custom dashboard and reports

Customize your dashboard to fit your needs and identify trends in your finances. Build custom reports to get a deeper understanding of your finances.

Search for anything

Monarch brings all of your financial data into one place and makes it easy to find exactly what you're looking for

Security you can rely on

Monarch protects your data with bank-level security. Your login details are never stored and access to your accounts is limited to read-only, we cannot move your money.

The modern way to manage your money

Monarch is an all-in-one platform that brings together everything you need to optimize your finances. Join thousands of families using Monarch to achieve financial resilience.

Features

Net Worth

Budgeting

Recurring

Investments

Reports

Dashboard

Goals

Transactions

Collaboration

About the Client:

• User of Monarch Money Budgeting Platform for his Business and Personal purposes
• Using Monarch Money Budgeting Platform to keep track of his money coming in and out of his Bank Accounts
• He has Business as Freelance

Requirement

• He want someone to manage his Monarch Money Budgeting Platform
• He want to find an efficient way to manage, maximize the use of Monarch Money Budgeting
• He want someone to help him with the Budgeting aspect of both his Business and Personal uses
• He want to keep track of the money coming in/out of his Accounts
• He wants someone in Accounting/ Financial Background to maximize the use Monarch Money Budgeting features in Financial point of view

Challenges / Concerns

• He wants to keep track of the money keeps coming in and out of his Business account in the Dashboard, However

It only shows His Total Income and Expenses not showing the amount per customers/creditors.

• It's important to him to see the Income and Expenses per transaction with amount on it
• Maximize the use of Monarch Money Budgeting Platform in efficient way
• Translate the Monarch Money Budgeting into Financial point of view
• Help with the Budgeting aspect of Monarch Money Budgeting

About Me

PROFESSIONAL SUMMARY

Highly skilled and detail-oriented Accounting professional with over 14 years of experience in various accounting roles. Proficient in Microsoft Office and accounting software.

WORK EXPERIENCE

• Accounting Process Assistant
• Accounting Specialist
• Accounting Staff

Education

Certificate IV in Accounting and Bookkeeping

Monarch Institute

Bachelor of Science in Business Administration

University of the East

Skills

• Microsoft Office

1. (Word, Excel, Power point, Outlook, Teams)

• Accounting Software

1. (SAP, Cargowise, DART, XERO, QuickBooks Pro Advisor)

• Accounts Payable and Receivable Management
• Financial Reporting
• Bookkeeping
• Data Entry
• Bank Account Reconciliation
• Customer Service (Emails / Calls)

Please help to create a presentation for client to convince him I am the right person for the Job in Professional manner.

I have a beginner / basic knowledge in Monarch Money Budgeting Platform, I need experience to apply my knowledge to this Platform. I signed up as Financial Advisors for Monarch Money Budgeting Platform.

I have to address his Challenges / Concerns, Explain how I can help him solve his concern

I have to demonstrate that I can manage his account in Monarch Money Budgeting Platform efficiently

I have to explain how I can apply my Accounting/ Finance Background to manage his Account in Monarch Money Budgeting Platform effectively.

I have to explain what I can offer or bring to make sure I mange his Account efficiently.

I have to explain how I can help him with Budgeting of both his Business and Personal Account using Monarch Money Budgeting Platform effectively

I have to win his trust and assured him that I can do this job.