MM-Tweaks for Monarch Money by Robert P

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MM-Tweaks for Monarch Money version history - 25 versions

Be careful with old versions! These versions are displayed for testing and reference purposes.You should always use the latest version of an add-on.
Latest version
Version 4.58
Released May 7, 2026 - 295.67 KB
Works with firefox 109.0a1 and later
- Better error handling of User Token.
Source code released under Mozilla Public License 2.0
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Older versions
Version 4.57
Released May 5, 2026 - 295.67 KB
Works with firefox 109.0a1 and later
Source code released under Mozilla Public License 2.0
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Version 4.56
Released May 4, 2026 - 295.65 KB
Works with firefox 109.0a1 and later
Source code released under Mozilla Public License 2.0
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Version 4.55
Released May 4, 2026 - 295.65 KB
Works with firefox 109.0a1 and later
- Trends drill down correction to export
Source code released under Mozilla Public License 2.0
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Version 4.54
Released May 4, 2026 - 295.63 KB
Works with firefox 109.0a1 and later
- REGRESSION: Reports / Accounts side drawer drill-down stopped working.
Source code released under Mozilla Public License 2.0
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Version 4.53
Released May 4, 2026 - 295.63 KB
Works with firefox 109.0a1 and later
- Fixes to Manual Entry Cost Basis
Source code released under Mozilla Public License 2.0
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Version 4.52
Released May 3, 2026 - 295.67 KB
Works with firefox 109.0a1 and later
- NEW: Better looking graphs.
- REGRESSION: Reports / Investments will pick-up new userCostBasis for Manual holdings.
Source code released under Mozilla Public License 2.0
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Version 4.51
Released May 3, 2026 - 295.49 KB
Works with firefox 109.0a1 and later
- 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
Source code released under Mozilla Public License 2.0
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Version 4.50
Released Apr 26, 2026 - 295.58 KB
Works with firefox 109.0a1 and later
- 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.
Source code released under Mozilla Public License 2.0
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Version 4.49
Released Apr 24, 2026 - 295.41 KB
Works with firefox 109.0a1 and later
- issue with previous update
Source code released under Mozilla Public License 2.0
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Version 4.48
Released Apr 24, 2026 - 295.42 KB
Works with firefox 109.0a1 and later
- Fix for Account Descriptions with pipe character
Source code released under Mozilla Public License 2.0
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Version 4.47
Released Apr 22, 2026 - 295.3 KB
Works with firefox 109.0a1 and later
- NEW: Reports / Investments toggle to include proposed sells/buys.
- CHANGE: Better MM-Tweaks Reports navigation & Light/Dark mode changes.
Source code released under Mozilla Public License 2.0
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Version 4.46
Released Apr 15, 2026 - 294.69 KB
Works with firefox 109.0a1 and later
- Summary/Detail on Reports / Investments / Performance
- Fix for Budget Summary
Source code released under Mozilla Public License 2.0
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Version 4.45
Released Apr 11, 2026 - 292.95 KB
Works with firefox 109.0a1 and later
- 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.
Source code released under Mozilla Public License 2.0
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Version 4.44
Released Apr 9, 2026 - 292.94 KB
Works with firefox 109.0a1 and later
- 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.
Source code released under Mozilla Public License 2.0
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Version 4.43
Released Apr 7, 2026 - 292.52 KB
Works with firefox 109.0a1 and later
- 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.
Source code released under Mozilla Public License 2.0
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Version 4.42
Released Apr 5, 2026 - 292.52 KB
Works with firefox 109.0a1 and later
- Show Benchmarks on all Investment screens rather than just Positions.
Source code released under Mozilla Public License 2.0
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Version 4.41
Released Apr 4, 2026 - 292.52 KB
Works with firefox 109.0a1 and later
- 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.
Source code released under Mozilla Public License 2.0
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Version 4.40
Released Mar 29, 2026 - 290.86 KB
Works with firefox 109.0a1 and later
- 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.
Source code released under Mozilla Public License 2.0
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Version 4.39
Released Mar 25, 2026 - 288.88 KB
Works with firefox 109.0a1 and later
- 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.
Source code released under Mozilla Public License 2.0
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Version 4.38
Released Mar 22, 2026 - 288.27 KB
Works with firefox 109.0a1 and later
- FIX: Reports / Accounts Credit Card report & "row" issue.
Source code released under Mozilla Public License 2.0
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Version 4.37
Released Mar 22, 2026 - 288.27 KB
Works with firefox 109.0a1 and later
- Small fix for Popup Model Window
Source code released under Mozilla Public License 2.0
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Version 4.36
Released Mar 22, 2026 - 288.28 KB
Works with firefox 109.0a1 and later
- 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.
Source code released under Mozilla Public License 2.0
Download file
Version 4.35
Released Mar 8, 2026 - 284.12 KB
Works with firefox 109.0a1 and later
- 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.
Source code released under Mozilla Public License 2.0
Download file
Version 4.34
Released Mar 4, 2026 - 283.56 KB
Works with firefox 109.0a1 and later
- NEW: Less Total Spending YTD card added to Reports / Trends.
- FIX: Under the covers fixes to be more efficient.
Source code released under Mozilla Public License 2.0
Download file

Latest version

Version 4.58

Older versions

Version 4.57

Version 4.56

Version 4.55

Version 4.54

Version 4.53

Version 4.52

Version 4.51

Version 4.50

Version 4.49

Version 4.48

Version 4.47

Version 4.46

Version 4.45

Version 4.44

Version 4.43

Version 4.42

Version 4.41

Version 4.40

Version 4.39

Version 4.38

Version 4.37

Version 4.36

Version 4.35

Version 4.34