Wersija historija Monarch Money Tweaks - 25 wersijow
Monarch Money Tweaks wót Robert P
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Nejnowša wersija
Wersija 4.27
12 jan 2026 wózjawjone - 279,73 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- Net Income chart did not load properly.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Starše wersije
Wersija 4.26
12 jan 2026 wózjawjone - 279,7 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Reports / Trends and Reports / Net Income side drawer has Month & Step Chart.
- CHANGE: Reports / Accounts side drawer clearly will show Summary date range.
- FIX: Reports / Investments chart could bomb if Fixed Income was marked as non Fixed Income.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.25
9 jan 2026 wózjawjone - 279,19 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Reports / Investments manual holdings will now be designated with "Manual Entry" icon.
- CHANGE: Reports / Investments accounts with manual holdings will skip the Cash/Money Market entries.
- FIX: Reports / Trends would highlight when both current and last year were negative.
- REGRESSION: Reports / Trends & Reports / Net Icome stopped linking to Income & Spending reports.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.24
4 jan 2026 wózjawjone - 279,12 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Hide AI Assistant menu option.
- FIX: Sidebar group total description had first two characters cut off.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.23
24 dec 2025 wózjawjone - 279,04 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- FIX: Accounts refresh would work fine, but return error under the covers.
- FIX: Cost Basis could be incorrect for some Fixed Income holdings. (ie: T Bills)
- FIX: CASH/CASH MONEY MARKET value be wrong if you had the same holding in a manual account.
- CHANGE: Increase transData response.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.22
14 dec 2025 wózjawjone - 278,95 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- FIX: Export could fail on some numeric fields.
- FIX: Export could field with # data.
- FIX: Investments Cash Cost Basis changed to Cash Value.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.21
11 dec 2025 wózjawjone - 284,58 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- Owners would not be hidden if marked as hidden.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.20.1
11 dec 2025 wózjawjone - 278,76 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- Goals would not be hidden for non-beta users.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.20
9 dec 2025 wózjawjone - 278,76 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Reports / Accounts has new "All Years" report.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.19
8 dec 2025 wózjawjone - 278,67 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Reports / Accounts has new "All Years" report.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.18
7 dec 2025 wózjawjone - 278,51 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Compress transaction grid logic more dynamic to try and avoid regressions when Monarch Money makes changes.
- NEW: Reports / Accounts can now combine, display and graph group of accounts (ie: Credit Cards, Investments, etc.)
- NEW: Reports / Accounts side drawer summary data can be exported.
- NEW: Reports / Accounts has new setting to select all accounts regardless of activity or no balance.
- FIX: Reports / Accounts side drawer chart data rewrite.
- FIX: Reports / Accounts could fail if you had a manual brokerage account with no holdings in it.
- Added "Disclaimer" to software license.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.17
2 dec 2025 wózjawjone - 277,1 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Expanding drill down history transaction shows a new sub-window.
- FIX: Reports / Trends would show invalid next month (Jan 24 vs Jan 25)
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.16
27 nov 2025 wózjawjone - 276,14 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- BUG: Reports / Accounts could fail when selecting Personal Statement or defaulting to Personal Statement.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.15
24 nov 2025 wózjawjone - 276,14 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Reports / Account side drawer will break down all Income, Expenses and Transfers by Month.
- NEW: Reports / Account side drawer will show Account Balance chart.
- ENHANCEMENT: Better font & section header spacing in report grid.
- ENHANCEMENT: Better column spacing in side drawer Transaction Detail.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.14
17 nov 2025 wózjawjone - 274,51 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- CHANGE: Stock will show increase or decrease in price between refreshing grid and refreshing side drawer.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.13
15 nov 2025 wózjawjone - 274,2 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Reports / Net Income cards
- ENHANCEMENT: Reports settings can now be accessed directly from report grid rather than going to Settings / Display.
- ENHANCEMENT: Reports / Accounts / Brokerage Statement cards now show percentage in addition to amount.
- ENHANCEMENT: Reports / Accounts / Brokerage Statement can show Positions Balance and Cash Balance.
- ENHANCEMENT: Reports / Investments will now recalculate institution & holding values with Current Stock Price
- ENHANCEMENT: Reports / Investments will now show chart for Crypto & Mutual Funds in addition to Stock and ETFs.
- CHANGE: Reports / Investments accounts marked as Exclude account balance will be excluded when All Groups is selected. Allows you to create a Account Group "Watchlist" and have a watchlist of tickers.
- CHANGE: Accounts marked as Exclude account balance will be excluded from Accounts Summary breakdown.
- FIX: Reports / Trends side drawer expand history will now show hidden transactions as crossed out.
- FIX: Change Reports sub-menu css for reduced screen widths.
- FIX: Reports / Investments ticker column was not a good width when splitting Ticker and Description.
- FIX: Reports / Investments will show a better stock price for manually entered holdings.
- FIX: Reports / Accounts / Brokerage Statement Liability and Net Worth Totals removed.
- FIX: Reports / Investments side drawer "Shares" would not show for manually entered accounts.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.12
7 nov 2025 wózjawjone - 272,39 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- FIX: Investments / Allocation would sum CASH & MONEY MARKET incorrectly.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.11
7 nov 2025 wózjawjone - 272,29 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Reports / Net Income / by Owner to show Income & Spending by Shared Views & Owner.
- NEW: Reports / Investments now include Positions, Allocation, and Performance. Allocation is similar to Positions, but combines all like holdings. Some users prefer viewing duplicate tickers as separate Positions, while others prefer viewing them as a consolidated Allocation.
- NEW: Reports / Investments now display a Grand Total at the top.
- NEW: A "% of Portfolio" column has been added for better insight.
- NEW: Ability to hide Joint/Ownership options on the Accounts screen (Settings / Display).
- CHANGE: The columns in Reports / Investments have been reordered for a more intuitive layout.
- FIX: Resolved an issue with the small initial sorting bug in percentage columns.
- FIX: Improved consistency in menu item hiding when expanding the sidebar.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.10
1 nov 2025 wózjawjone - 271,63 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Added Report Description and Tip to all reports to make it easier for first-time users. Settings / Display / Reports to turn off.
- ENHANCEMENT: The accounts listed on the Investments side panel will show if if account is outside of filter group.
- FIX: Toggling Trends date on first day of month would not toggle to previous month.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.9
30 okt 2025 wózjawjone - 270,5 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Investments Stock Chart will now show green and red lines depending on if stock price is Up vs Down.
- NEW: Investments Stock Chart side panel has toggle in upper-right to combine or not combine same holding totals.
- NEW: Ability to watch selected accounts in Dashboard.
- CHANGE: History Detail drill-down will now remember sort.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.8
24 okt 2025 wózjawjone - 269,45 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Added link to Stock Analysis when expanding Stock, ETF and Mutual Funds.
- CHANGE: When exporting reports with Subtotals, GROUP name will export as well as the CATEGORY.
- CHANGE: Clean up with Exporting - better formatting.
- CHANGE: Better handling of 1M, 3M and 6M days in stock chart.
- CHANGE: Saving Favorite View will now save the Sort Sequence as well.
- CHANGE: Calendar now has "Past Week".
- FIX: Reports / Net Income / by Accounts would include accounts not used and show all 0.00
- FIX: Reports / Investments Accounts column was not hidden when grouping by Account.
- FIX: Reports / Investments Accounts & Type columns were not hidden when grouping by Account/Stock Type.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.7.1
16 okt 2025 wózjawjone - 268,93 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- Correction to handle new Monarch Domain
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.7
16 okt 2025 wózjawjone - 268,96 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- Change to handle new Domain name for Monarch from MonarchMoney
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.6
13 okt 2025 wózjawjone - 268,96 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Reports / Investments added number of Gainers/Losers to top card.
- NEW: Reports has Save and Restore favorite view options.
- CHANGE: Reports with sub totals will now have sub header.
- FIX: Reports / Investments fixes issue where report does not display because of manual accounts (USD, Crypto) being used.
- FIX: Reports / Accounts / Standard Report Projected Balance wrong for Liabilities.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0
Wersija 4.5
11 okt 2025 wózjawjone - 268,7 KBFunkcioněrujo z firefox 109.0a1 a pózdźej- NEW: Reports / Investments added number of Gainers/Losers to top card.
- FIX: Reports / Investments fixes issue where report does not display because of manual accounts (USD, Crypto) being used.
- CHANGE: Reports with sub totals will now have sub header.
Žrědłowy kod jo pód licencu Licenca Mozilla Public License 2.0