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História doplnku Monarch Money Tweaks - 15 verzií

Monarch Money Tweaks Autor: Robert P

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História doplnku Monarch Money Tweaks - 15 verzií

  • So starými verziami buďte opatrní! Tieto verzie sú zobrazené za účelom testovania a referencie.Vždy by ste mali používať najnovšiu verziu doplnku.

  • Najnovšia verzia

    Verzia 4.14

    Vydaná 17. nov 2025 - 274,51 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • CHANGE: Stock will show increase or decrease in price between refreshing grid and refreshing side drawer.

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Staršie verzie

    Verzia 4.13

    Vydaná 15. nov 2025 - 274,2 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • 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.

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Verzia 4.12

    Vydaná 7. nov 2025 - 272,39 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • FIX: Investments / Allocation would sum CASH & MONEY MARKET incorrectly.

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Verzia 4.11

    Vydaná 7. nov 2025 - 272,29 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • 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.

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Verzia 4.10

    Vydaná 1. nov 2025 - 271,63 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • 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.

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Verzia 4.9

    Vydaná 30. okt 2025 - 270,5 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • 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.

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Verzia 4.8

    Vydaná 24. okt 2025 - 269,45 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • 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.

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Verzia 4.7.1

    Vydaná 16. okt 2025 - 268,93 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • Correction to handle new Monarch Domain

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Verzia 4.7

    Vydaná 16. okt 2025 - 268,96 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • Change to handle new Domain name for Monarch from MonarchMoney

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Verzia 4.6

    Vydaná 13. okt 2025 - 268,96 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • 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.

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Verzia 4.5

    Vydaná 11. okt 2025 - 268,7 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • 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.

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Verzia 4.4

    Vydaná 8. okt 2025 - 275,18 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • REGRESSION: Monthly Summary button did not work.

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Verzia 4.3

    Vydaná 7. okt 2025 - 275,13 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • 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.

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Verzia 4.2

    Vydaná 28. sep 2025 - 94,65 kB
    Funguje s: firefox verzia 109.0a1 a novšia
    • 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.

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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  • Verzia 4.1

    Vydaná 23. sep 2025 - 94,41 kB
    Funguje s: firefox verzia 109.0a1 a novšia

    Zdrojový kód je k dispozícii v rámci licencie Mozilla Public License 2.0

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