MM-Tweaks for Monarch Money azray n lqem - 25 ileqman
MM-Tweaks for Monarch Money sɣur Robert P
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Lqem aneggaru
Lqem 4.35
Yeffeɣ-d deg 8 mar 2026 - 284,12 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Setting has new option to Hide the Accounts Summary panel.
- ADD: Added "Show budget Income and Expenses used" in Settings for Budget / Left to Spend.
- ADD: Enahancements to the CASH/MONEY MARKET entries for more information.
- FIX: Selecting Overall Cash Report for first time may show error with too many transactions.
- FIX: Up/Down arrow font issue on Current Price.
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Lqem 4.34
Yeffeɣ-d deg 4 mar 2026 - 283,56 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Less Total Spending YTD card added to Reports / Trends.
- FIX: Under the covers fixes to be more efficient.
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Lqem 4.33
Yeffeɣ-d deg 3 mar 2026 - 283,57 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Added Reports / Accounts [Overall Cash Statement] to show all cash (Idle Cash & Cash Holdings)
- FIX: Fixes for MONEY MARKET/CASH entries for accounts that have crypto-currency.
- FIX: Running Reports / Investments for less than a week during first week of month caused no performance data.
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Lqem 4.32
Yeffeɣ-d deg 22 feb 2026 - 282,76 KBIteddu d firefox 109.0a1 d yileqman imaynuten- IMPORTANT: Removed MM-Tweaks settings from Accounts / Edit to avoid regressions. Now use Reports / Accounts
- ADD: Added ability to hide Forecast menu item.
- ADD: Added Credit Limit, Utilitization and Remaining to Reports / Accounts [Credit Card Statement]
- CHANGE: Improved more compact CSS.
- REGRESSION: Reports History Drawer would not include January 2024.
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Lqem 4.31
Yeffeɣ-d deg 5 feb 2026 - 282,13 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Added "Edit in new tab" when editing transaction to not lose place in report.
- NEW: Added "Buys/Sells" and "Adjustments" to Reports / Accounts [Brokerage Statement] to make Transfers more accurate.
- NEW: Reports / Trends added ability to hide "Savings" line.
- CHANGE: All grid data (FlexGrid, SideDrawer, Transaction Detail and Accounts Dashboard) will use Reports / Report Grid font setting.
- FIX: Reports Chart Tips would have issues with 0 values (Infinity, NaN) - corrected.
- FIX: Step chart labels clearer what the data is. (Jan - Feb 2024)
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Lqem 4.30
Yeffeɣ-d deg 31 jan 2026 - 281,6 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Reports / Trends & Reports / Accounts side drawer transactions can be resized.
- NEW: Reports / Trends & Reports / Accounts side drawer transactions can be exported to CSV.
- NEW: Reports / Accounts [Credit Card Statement] added to help with reconciliation.
- CHANGE: Unprioritize Monarch fonts (san serif vs Oracle font) - number of users asking to put it back to old way.
- CHANGE: Reports / Accounts "Cash Balance" will now appear as 0.00 if there are manual holdings in the account.
- CHANGE: Better user control when changing dates from side panel.
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Lqem 4.29
Yeffeɣ-d deg 25 jan 2026 - 280,61 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Reports / Trends & Reports / Net Income added chart for Income, Fixed, Flexible and Spending categories.
- CHANGE: Report chart control visual improvements.
- CHANGE: Prioritize Monarch fonts (san serif vs Oracle font)
- CHANGE: Prettied up & enhanced chart tooltips.
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Lqem 4.28
Yeffeɣ-d deg 13 jan 2026 - 279,71 KBIteddu d firefox 109.0a1 d yileqman imaynuten- REGRESSION: Reports / Investments wouldn't update with latest price
- Renamed to "MM-Tweaks for Monarch Money"
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Lqem 4.27
Yeffeɣ-d deg 12 jan 2026 - 279,73 KBIteddu d firefox 109.0a1 d yileqman imaynuten- Net Income chart did not load properly.
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Lqem 4.26
Yeffeɣ-d deg 12 jan 2026 - 279,7 KBIteddu d firefox 109.0a1 d yileqman imaynuten- 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.
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Lqem 4.25
Yeffeɣ-d deg 9 jan 2026 - 279,19 KBIteddu d firefox 109.0a1 d yileqman imaynuten- 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.
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Lqem 4.24
Yeffeɣ-d deg 4 jan 2026 - 279,12 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Hide AI Assistant menu option.
- FIX: Sidebar group total description had first two characters cut off.
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Lqem 4.23
Yeffeɣ-d deg 24 dec 2025 - 279,04 KBIteddu d firefox 109.0a1 d yileqman imaynuten- 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.
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Lqem 4.22
Yeffeɣ-d deg 14 dec 2025 - 278,95 KBIteddu d firefox 109.0a1 d yileqman imaynuten- FIX: Export could fail on some numeric fields.
- FIX: Export could field with # data.
- FIX: Investments Cash Cost Basis changed to Cash Value.
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Lqem 4.21
Yeffeɣ-d deg 11 dec 2025 - 284,58 KBIteddu d firefox 109.0a1 d yileqman imaynuten- Owners would not be hidden if marked as hidden.
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Lqem 4.20.1
Yeffeɣ-d deg 11 dec 2025 - 278,76 KBIteddu d firefox 109.0a1 d yileqman imaynuten- Goals would not be hidden for non-beta users.
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Lqem 4.20
Yeffeɣ-d deg 9 dec 2025 - 278,76 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Reports / Accounts has new "All Years" report.
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Lqem 4.19
Yeffeɣ-d deg 8 dec 2025 - 278,67 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Reports / Accounts has new "All Years" report.
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Lqem 4.18
Yeffeɣ-d deg 7 dec 2025 - 278,51 KBIteddu d firefox 109.0a1 d yileqman imaynuten- 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.
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Lqem 4.17
Yeffeɣ-d deg 2 dec 2025 - 277,1 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Expanding drill down history transaction shows a new sub-window.
- FIX: Reports / Trends would show invalid next month (Jan 24 vs Jan 25)
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Lqem 4.16
Yeffeɣ-d deg 27 nov 2025 - 276,14 KBIteddu d firefox 109.0a1 d yileqman imaynuten- BUG: Reports / Accounts could fail when selecting Personal Statement or defaulting to Personal Statement.
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Lqem 4.15
Yeffeɣ-d deg 24 nov 2025 - 276,14 KBIteddu d firefox 109.0a1 d yileqman imaynuten- 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.
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Lqem 4.14
Yeffeɣ-d deg 17 nov 2025 - 274,51 KBIteddu d firefox 109.0a1 d yileqman imaynuten- CHANGE: Stock will show increase or decrease in price between refreshing grid and refreshing side drawer.
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Lqem 4.13
Yeffeɣ-d deg 15 nov 2025 - 274,2 KBIteddu d firefox 109.0a1 d yileqman imaynuten- 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.
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Lqem 4.12
Yeffeɣ-d deg 7 nov 2025 - 272,39 KBIteddu d firefox 109.0a1 d yileqman imaynuten- FIX: Investments / Allocation would sum CASH & MONEY MARKET incorrectly.
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