Cronologia versioni di Monarch Money Tweaks - 25 versioni
Monarch Money Tweaks di Robert P
Cronologia versioni di Monarch Money Tweaks - 25 versioni
Attenzione alle versioni datate. Sono visualizzate solamente per scopi di test e di riferimento.È raccomandato usare sempre l’ultima versione di un componente aggiuntivo.
Ultima versione
Versione 4.24
Rilasciato 4 gen 2026 - 279,12 kBCompatibile con firefox109.0a1 e successive- NEW: Hide AI Assistant menu option.
- FIX: Sidebar group total description had first two characters cut off.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versioni precedenti
Versione 4.23
Rilasciato 24 dic 2025 - 279,04 kBCompatibile con firefox109.0a1 e successive- 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.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.22
Rilasciato 14 dic 2025 - 278,95 kBCompatibile con firefox109.0a1 e successive- FIX: Export could fail on some numeric fields.
- FIX: Export could field with # data.
- FIX: Investments Cash Cost Basis changed to Cash Value.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.21
Rilasciato 11 dic 2025 - 284,58 kBCompatibile con firefox109.0a1 e successive- Owners would not be hidden if marked as hidden.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.20.1
Rilasciato 11 dic 2025 - 278,76 kBCompatibile con firefox109.0a1 e successive- Goals would not be hidden for non-beta users.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.20
Rilasciato 9 dic 2025 - 278,76 kBCompatibile con firefox109.0a1 e successive- NEW: Reports / Accounts has new "All Years" report.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.19
Rilasciato 8 dic 2025 - 278,67 kBCompatibile con firefox109.0a1 e successive- NEW: Reports / Accounts has new "All Years" report.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.18
Rilasciato 7 dic 2025 - 278,51 kBCompatibile con firefox109.0a1 e successive- 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.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.17
Rilasciato 2 dic 2025 - 277,1 kBCompatibile con firefox109.0a1 e successive- NEW: Expanding drill down history transaction shows a new sub-window.
- FIX: Reports / Trends would show invalid next month (Jan 24 vs Jan 25)
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.16
Rilasciato 27 nov 2025 - 276,14 kBCompatibile con firefox109.0a1 e successive- BUG: Reports / Accounts could fail when selecting Personal Statement or defaulting to Personal Statement.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.15
Rilasciato 24 nov 2025 - 276,14 kBCompatibile con firefox109.0a1 e successive- 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.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.14
Rilasciato 17 nov 2025 - 274,51 kBCompatibile con firefox109.0a1 e successive- CHANGE: Stock will show increase or decrease in price between refreshing grid and refreshing side drawer.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.13
Rilasciato 15 nov 2025 - 274,2 kBCompatibile con firefox109.0a1 e successive- 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.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.12
Rilasciato 7 nov 2025 - 272,39 kBCompatibile con firefox109.0a1 e successive- FIX: Investments / Allocation would sum CASH & MONEY MARKET incorrectly.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.11
Rilasciato 7 nov 2025 - 272,29 kBCompatibile con firefox109.0a1 e successive- 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.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.10
Rilasciato 1 nov 2025 - 271,63 kBCompatibile con firefox109.0a1 e successive- 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.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.9
Rilasciato 30 ott 2025 - 270,5 kBCompatibile con firefox109.0a1 e successive- 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.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.8
Rilasciato 24 ott 2025 - 269,45 kBCompatibile con firefox109.0a1 e successive- 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.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.7.1
Rilasciato 16 ott 2025 - 268,93 kBCompatibile con firefox109.0a1 e successive- Correction to handle new Monarch Domain
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.7
Rilasciato 16 ott 2025 - 268,96 kBCompatibile con firefox109.0a1 e successive- Change to handle new Domain name for Monarch from MonarchMoney
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.6
Rilasciato 13 ott 2025 - 268,96 kBCompatibile con firefox109.0a1 e successive- 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.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.5
Rilasciato 11 ott 2025 - 268,7 kBCompatibile con firefox109.0a1 e successive- 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.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.4
Rilasciato 8 ott 2025 - 275,18 kBCompatibile con firefox109.0a1 e successive- REGRESSION: Monthly Summary button did not work.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.3
Rilasciato 7 ott 2025 - 275,13 kBCompatibile con firefox109.0a1 e successive- 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.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0
Versione 4.2
Rilasciato 28 set 2025 - 94,65 kBCompatibile con firefox109.0a1 e successive- 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.
Codice sorgente rilasciato sotto licenza Mozilla Public License 2.0