MM-Tweaks for Monarch Money azray n lqem - 25 ileqman
MM-Tweaks for Monarch Money sɣur Robert P
Ɣur-k ɣef yileqman yezrin! TTwaseknen-d kan i usekyed akked umuqel.Yessefk yal tikkelt ad tesqedceḍ lqem aneggaru n uzegrir.
Lqem aneggaru
Lqem 4.58
Yeffeɣ-d deg 7 mai 2026 - 295,67 KBIteddu d firefox 109.0a1 d yileqman imaynuten- Better error handling of User Token.
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Ileqman iqbuṛen
Lqem 4.57
Yeffeɣ-d deg 5 mai 2026 - 295,67 KBIteddu d firefox 109.0a1 d yileqman imaynutenTangalt taɣbalut teffeɣ-d s turagt Turagt tazayezt n Mozilla 2.0
Lqem 4.56
Yeffeɣ-d deg 4 mai 2026 - 295,65 KBIteddu d firefox 109.0a1 d yileqman imaynutenTangalt taɣbalut teffeɣ-d s turagt Turagt tazayezt n Mozilla 2.0
Lqem 4.55
Yeffeɣ-d deg 4 mai 2026 - 295,65 KBIteddu d firefox 109.0a1 d yileqman imaynuten- Trends drill down correction to export
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Lqem 4.54
Yeffeɣ-d deg 4 mai 2026 - 295,63 KBIteddu d firefox 109.0a1 d yileqman imaynuten- REGRESSION: Reports / Accounts side drawer drill-down stopped working.
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Lqem 4.53
Yeffeɣ-d deg 4 mai 2026 - 295,63 KBIteddu d firefox 109.0a1 d yileqman imaynuten- Fixes to Manual Entry Cost Basis
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Lqem 4.52
Yeffeɣ-d deg 3 mai 2026 - 295,67 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Better looking graphs.
- REGRESSION: Reports / Investments will pick-up new userCostBasis for Manual holdings.
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Lqem 4.51
Yeffeɣ-d deg 3 mai 2026 - 295,49 KBIteddu d firefox 109.0a1 d yileqman imaynuten- CHANGE: Reports / Investments - Fixed Income investment category override setting was incorrect. It is now enhanced as well to allow for all holdings to have an override.
- CHANGE: Reports / Trends - Better handling of Ignores Current Month in Reports
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Lqem 4.50
Yeffeɣ-d deg 26 apr. 2026 - 295,58 KBIteddu d firefox 109.0a1 d yileqman imaynuten- CHANGE: Reports / Investments side drawer "Current Price" will show up to 3 decimals.
- CHANGE: Reports / Investments 1w change % subtotal corrected.
- REGRESSION: Reports / Investments 52-Week Closing Range could be incorrect.
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Lqem 4.49
Yeffeɣ-d deg 24 apr. 2026 - 295,41 KBIteddu d firefox 109.0a1 d yileqman imaynuten- issue with previous update
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Lqem 4.48
Yeffeɣ-d deg 24 apr. 2026 - 295,42 KBIteddu d firefox 109.0a1 d yileqman imaynuten- Fix for Account Descriptions with pipe character
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Lqem 4.47
Yeffeɣ-d deg 22 apr. 2026 - 295,3 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Reports / Investments toggle to include proposed sells/buys.
- CHANGE: Better MM-Tweaks Reports navigation & Light/Dark mode changes.
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Lqem 4.46
Yeffeɣ-d deg 15 apr. 2026 - 294,69 KBIteddu d firefox 109.0a1 d yileqman imaynuten- Summary/Detail on Reports / Investments / Performance
- Fix for Budget Summary
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Lqem 4.45
Yeffeɣ-d deg 11 apr. 2026 - 292,95 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Allocation rebalancing in Investments. Rebalance allocations at many different levels including a custom category such as "sector". Click on Rebalance icon in Reports / Investments.
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Lqem 4.44
Yeffeɣ-d deg 9 apr. 2026 - 292,94 KBIteddu d firefox 109.0a1 d yileqman imaynuten- ENHANCEMENT: Set a maximum number of Cards independently for each of the four reports.
- CHANGE: Investments side‑drawer now shows values using current holding prices.
- FIX: Better combined totals when selecting Investments → Allocation (by Account Subtype).
- FIX: Restored missing "Accounts" column in Investments → Positions (by Account Subtype).
- FIX: Corrected Accounts side‑drawer graph and details when an Account Group contains both assets and liabilities.
- FIX: Improved bar‑chart detail display in Accounts side‑drawer for assets and liabilities.
- REGRESSION: “Watch Ticker” was incorrectly shown for fixed‑income/bond holdings in Investments.
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Lqem 4.43
Yeffeɣ-d deg 7 apr. 2026 - 292,52 KBIteddu d firefox 109.0a1 d yileqman imaynuten- CHANGE: Returns "YTD" instead of x days.
- FIX: Override font issue on FlexGrid header titles.
- FIX: Sort Accounts Summary tab figures by amount.
- FIX: Budgets / Make green & red progress bars full height would only work in compressed grid mode.
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Lqem 4.42
Yeffeɣ-d deg 5 apr. 2026 - 292,52 KBIteddu d firefox 109.0a1 d yileqman imaynuten- Show Benchmarks on all Investment screens rather than just Positions.
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Lqem 4.41
Yeffeɣ-d deg 4 apr. 2026 - 292,52 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Benchmarks added to Reports → Accounts → Brokerage Statement & Investments → Performance. (DOW, S&P 500, US Stocks & Bonds)
- NEW: Hover the note icon to view stock ticker notes in the grid.
- NEW: In Budget Settings, you can move Savings into the Total Available section.
- CHANGE: Updating Account Groups or Investment Categories now refreshes the grid.
- CHANGE: Chrome/Safari - Checkboxes updated to match Monarch’s orange/white color scheme.
- FIX: Flex Grid resizing when grid was wider than screen.
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Lqem 4.40
Yeffeɣ-d deg 29 mrt. 2026 - 290,86 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Reports / Investments now have target allocations by any classification.
- NEW: Added Make green & red progress bars full height for Budget Settings
- NEW: Added new logic so Budget compression always works with no regressions.
- NEW: Ability to add notes to stock tickers.
- CHANGE: Report percentages will now export better and show as percentage in export.
- FIX: Reports / Investments "Cash/Money Market" card should not show if disabled.
- FIX: Reports / Accounts Brokerage Statement should not show Positions and Cash Balance columns if end date is not today.
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Lqem 4.39
Yeffeɣ-d deg 25 mrt. 2026 - 288,88 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Reports / Accounts [Duplicate Transactions] will show you duplicate transactions.
- CHANGE: All Reports will follow "Always hide decimals" except Credit Card Statement.
- CHANGE: Reports / Accounts [Credit Card Statement] cleaned up & refunds showing.
- CHANGE: Side Drawer Transaction drill-down "Expand" button will start in better initial state.
- CHANGE: Side Drawer Transaction drill-down secondary key will be Transaction ID order for better reconciliation.
- CHANGE: Reports / Investments - Corrected repetitive columns found in headers/sub-headers
- REGRESSION: Reports / Accounts extended reports did not work properly based on report selection.
- REGRESSION: Reports / Investments Portfolio % was incorrect.
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Lqem 4.38
Yeffeɣ-d deg 22 mrt. 2026 - 288,27 KBIteddu d firefox 109.0a1 d yileqman imaynuten- FIX: Reports / Accounts Credit Card report & "row" issue.
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Lqem 4.37
Yeffeɣ-d deg 22 mrt. 2026 - 288,27 KBIteddu d firefox 109.0a1 d yileqman imaynuten- Small fix for Popup Model Window
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Lqem 4.36
Yeffeɣ-d deg 22 mrt. 2026 - 288,28 KBIteddu d firefox 109.0a1 d yileqman imaynuten- NEW: Report cards enhanced — now sorted and showing percentages.
- NEW: Reports / Investments: add custom holding categories and new "By category" & "By account/category" reports.
- NEW: Reports / Investments: custom holding category can be overridden at the Account level (Reports / Accounts).
- NEW: Added side-drawer (>) on Total/Sub-total lines in reports to open a new bar chart.
- NEW: Reminder to save MM-Tweaks settings every 30 days.
- NEW: Drop-downs added for all MM-Tweak entry fields.
- FIX: Accounts Dashboard Pending amount for deposits corrected.
- FIX: Resolved where sometimes MM-Tweaks settings did not appear.
- FIX: Changing a non ticker holding type to an Equity type would cause side panel to not display properly.
- FIX: Cost per share on Bonds/Fixed Income could be incorrect.
- INTERNAL: More efficient style sheet & style-sheet updating.
- INTERNAL: Now using Monarch's data-external-id across the system to avoid UI regressions.
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Lqem 4.35
Yeffeɣ-d deg 8 mrt. 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 mrt. 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.
Tangalt taɣbalut teffeɣ-d s turagt Turagt tazayezt n Mozilla 2.0