Monarch Money Tweaks verziótörténet – 17 verzió
Monarch Money Tweaks szerző: Robert P
Monarch Money Tweaks verziótörténet – 17 verzió
Legyen óvatos a régi verziókkal! Ezek a verziók csak tesztelési és hivatkozási célokra jelennek meg.Mindig használja a kiegészítő legfrissebb verzióját.
Legfrissebb verzió
Verzió: 4.16
Kiadva: 2025. nov. 27. – 276,14 kBEzekkel működik: firefox 109.0a1 vagy újabb- BUG: Reports / Accounts could fail when selecting Personal Statement or defaulting to Personal Statement.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Korábbi verziók
Verzió: 4.15
Kiadva: 2025. nov. 24. – 276,14 kBEzekkel működik: firefox 109.0a1 vagy újabb- 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.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.14
Kiadva: 2025. nov. 17. – 274,51 kBEzekkel működik: firefox 109.0a1 vagy újabb- CHANGE: Stock will show increase or decrease in price between refreshing grid and refreshing side drawer.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.13
Kiadva: 2025. nov. 15. – 274,2 kBEzekkel működik: firefox 109.0a1 vagy újabb- 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.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.12
Kiadva: 2025. nov. 7. – 272,39 kBEzekkel működik: firefox 109.0a1 vagy újabb- FIX: Investments / Allocation would sum CASH & MONEY MARKET incorrectly.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.11
Kiadva: 2025. nov. 7. – 272,29 kBEzekkel működik: firefox 109.0a1 vagy újabb- 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.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.10
Kiadva: 2025. nov. 1. – 271,63 kBEzekkel működik: firefox 109.0a1 vagy újabb- 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.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.9
Kiadva: 2025. okt. 30. – 270,5 kBEzekkel működik: firefox 109.0a1 vagy újabb- 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.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.8
Kiadva: 2025. okt. 24. – 269,45 kBEzekkel működik: firefox 109.0a1 vagy újabb- 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.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.7.1
Kiadva: 2025. okt. 16. – 268,93 kBEzekkel működik: firefox 109.0a1 vagy újabb- Correction to handle new Monarch Domain
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.7
Kiadva: 2025. okt. 16. – 268,96 kBEzekkel működik: firefox 109.0a1 vagy újabb- Change to handle new Domain name for Monarch from MonarchMoney
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.6
Kiadva: 2025. okt. 13. – 268,96 kBEzekkel működik: firefox 109.0a1 vagy újabb- 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.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.5
Kiadva: 2025. okt. 11. – 268,7 kBEzekkel működik: firefox 109.0a1 vagy újabb- 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.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.4
Kiadva: 2025. okt. 8. – 275,18 kBEzekkel működik: firefox 109.0a1 vagy újabb- REGRESSION: Monthly Summary button did not work.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.3
Kiadva: 2025. okt. 7. – 275,13 kBEzekkel működik: firefox 109.0a1 vagy újabb- NEW: Reports / Investments side panel Stock Chart.
- NEW: Reports / Investments side panel Stock Price will now show more recent price.
- NEW: Reports / Investments side panel will show 20 Day, 50-Day and 200-Day Moving Average with tooltip.
- NEW: Reports / Investments drop-down has new report "by Account/Stock Type" with sub-totals.
- NEW: Reports / Investments stock price will show tooltip "Last Updated".
- NEW: Reports / Investments will break out Bond information (AMT, XTRO, Coupon Rate, Cost Per Share, Est. Income, etc.)
- NEW: First time users can have default settings automatically setup.
- NEW: Expanded/Collasped sections are now remembered not just by report by also by sub-report as well.
- CHANGE: Account setup screen has tips on using Account Groups.
- CHANGE: Ability to go to report (bookmark) (/reports/investments, /reports/accounts, /reports/net_income and /reports/trends)
- FIX: Compress tickbox "off" might not draw grid lines in some cases.
- FIX Cost Basis for CASH/MONEY MARKET holding same as Value to correct Gain/Loss.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.2
Kiadva: 2025. szept. 28. – 94,65 kBEzekkel működik: firefox 109.0a1 vagy újabb- NEW: Reports / Investments - Added Green & Red colors on Gain/Loss fields.
- NEW: Display / Settings - Added ability to pick Header and Subtotal shading colors. Choose Black (#000000) to clear back to defaults.
- NEW: Reports / Net Income - Added ability to expand History drill-down side drawer.
- CHANGE: Reports - Drop down wording streamlined to look like other drop downs.
- FIX: Reports / Investments could fail (freeze) when selecting Performance.
A forráskód Mozilla Public License 2.0 licenc alatt közzétéve
Verzió: 4.1
Kiadva: 2025. szept. 23. – 94,41 kBEzekkel működik: firefox 109.0a1 vagy újabbA forráskód Mozilla Public License 2.0 licenc alatt közzétéve