MM-Tweaks for Monarch Money version history - 25 versions
MM-Tweaks for Monarch Money by Robert P
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 4.40
Released Mar 29, 2026 - 290.86 KBWorks 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
Older versions
Version 4.39
Released Mar 25, 2026 - 288.88 KBWorks 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
Version 4.38
Released Mar 22, 2026 - 288.27 KBWorks with firefox 109.0a1 and later- FIX: Reports / Accounts Credit Card report & "row" issue.
Source code released under Mozilla Public License 2.0
Version 4.37
Released Mar 22, 2026 - 288.27 KBWorks with firefox 109.0a1 and later- Small fix for Popup Model Window
Source code released under Mozilla Public License 2.0
Version 4.36
Released Mar 22, 2026 - 288.28 KBWorks 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
Version 4.35
Released Mar 8, 2026 - 284.12 KBWorks 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
Version 4.34
Released Mar 4, 2026 - 283.56 KBWorks 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
Version 4.33
Released Mar 3, 2026 - 283.57 KBWorks with firefox 109.0a1 and later- 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.
Source code released under Mozilla Public License 2.0
Version 4.32
Released Feb 22, 2026 - 282.76 KBWorks with firefox 109.0a1 and later- 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.
Source code released under Mozilla Public License 2.0
Version 4.31
Released Feb 5, 2026 - 282.13 KBWorks with firefox 109.0a1 and later- 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)
Source code released under Mozilla Public License 2.0
Version 4.30
Released Jan 31, 2026 - 281.6 KBWorks with firefox 109.0a1 and later- 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.
Source code released under Mozilla Public License 2.0
Version 4.29
Released Jan 25, 2026 - 280.61 KBWorks with firefox 109.0a1 and later- 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.
Source code released under Mozilla Public License 2.0
Version 4.28
Released Jan 13, 2026 - 279.71 KBWorks with firefox 109.0a1 and later- REGRESSION: Reports / Investments wouldn't update with latest price
- Renamed to "MM-Tweaks for Monarch Money"
Source code released under Mozilla Public License 2.0
Version 4.27
Released Jan 12, 2026 - 279.73 KBWorks with firefox 109.0a1 and later- Net Income chart did not load properly.
Source code released under Mozilla Public License 2.0
Version 4.26
Released Jan 12, 2026 - 279.7 KBWorks with firefox 109.0a1 and later- 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.
Source code released under Mozilla Public License 2.0
Version 4.25
Released Jan 9, 2026 - 279.19 KBWorks with firefox 109.0a1 and later- 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.
Source code released under Mozilla Public License 2.0
Version 4.24
Released Jan 4, 2026 - 279.12 KBWorks with firefox 109.0a1 and later- NEW: Hide AI Assistant menu option.
- FIX: Sidebar group total description had first two characters cut off.
Source code released under Mozilla Public License 2.0
Version 4.23
Released Dec 24, 2025 - 279.04 KBWorks with firefox 109.0a1 and later- 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.
Source code released under Mozilla Public License 2.0
Version 4.22
Released Dec 14, 2025 - 278.95 KBWorks with firefox 109.0a1 and later- FIX: Export could fail on some numeric fields.
- FIX: Export could field with # data.
- FIX: Investments Cash Cost Basis changed to Cash Value.
Source code released under Mozilla Public License 2.0
Version 4.21
Released Dec 11, 2025 - 284.58 KBWorks with firefox 109.0a1 and later- Owners would not be hidden if marked as hidden.
Source code released under Mozilla Public License 2.0
Version 4.20.1
Released Dec 11, 2025 - 278.76 KBWorks with firefox 109.0a1 and later- Goals would not be hidden for non-beta users.
Source code released under Mozilla Public License 2.0
Version 4.20
Released Dec 9, 2025 - 278.76 KBWorks with firefox 109.0a1 and later- NEW: Reports / Accounts has new "All Years" report.
Source code released under Mozilla Public License 2.0
Version 4.19
Released Dec 8, 2025 - 278.67 KBWorks with firefox 109.0a1 and later- NEW: Reports / Accounts has new "All Years" report.
Source code released under Mozilla Public License 2.0
Version 4.18
Released Dec 7, 2025 - 278.51 KBWorks with firefox 109.0a1 and later- 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.
Source code released under Mozilla Public License 2.0
Version 4.17
Released Dec 2, 2025 - 277.1 KBWorks with firefox 109.0a1 and later- NEW: Expanding drill down history transaction shows a new sub-window.
- FIX: Reports / Trends would show invalid next month (Jan 24 vs Jan 25)
Source code released under Mozilla Public License 2.0