Monarch Money Tweaks - GET STARTED!

Already have MM Tweaks? - Click here to Update to V3.31

Hello! I use Monarch Money.

I found there were opportunities to enhance the Monarch Money web application with more functionality and configuration options.

Features:

• Reports / Trends

  • Summarize your Monarch Money history.
  • Compare to: Last month, Same month last year, Same quarter last year.
  • Display a monthly grid of your history for: This year, Last year, Last 12 months, All years (including YTD totals and monthly/yearly averages)
  • Customize comparisons and averages to include the current month if desired.
  • Highlight spending based on thresholds: 25%, 50%, 100%
  • Drill down to view monthly and year-to-date totals to identify trends in your groups and categories.
  • Filter Income & Spending by a custom Group (e.g., "Parents, Children" or "Partner 1, Partner 2, Both" or "Personal, Business" etc).
  • Sort history data by any column and export it to Excel or Numbers.

• Reports / Accounts

  • Summarize all your Account balances
  • Compare to different time periods (This week, Last two weeks, This month, 3 months, 6 months, 1 year, 2 years and 3 years)
  • Show Monthly Account balances with average for current year, last 6 months or last 12 months
  • Quickly view total amount owed on credit cards and other Checking and Credit card balances
  • View Income, Expenses and Transfers done by Account for the current month
  • Filter Accounts by a custom Group (e.g., "Parents, Children" or "Partner 1, Partner 2, Both" or "Taxable, Tax Deferred" etc).
  • Sort accounts data by any column and export it to Excel or Numbers.
  • Generate a simple Personal Net Worth report for Loan Applications.

• Reports / Tags

  • Summarize all your Transactions by Tags
  • Filter Income & Spending by a custom Group (e.g., "Parents, Children" or "Partner 1, Partner 2, Both" or "Personal, Business" etc).
  • Sort tagged data by any column and export it to Excel or Numbers.
  • Select to include or exclude Hidden Transactions.

• Make assigning merchants an easier task by auto-populating the Search Merchant field with a smart assistant.

• Breakdown Assets & Liabilities Account Summary by a custom Group (e.g., "Parents, Children" or "Partner 1, Partner 2, Both" or "Taxable, Tax Deferred" etc).

• Apply a compressed and smaller font in the Transactions grid to display more items.

• Apply a compressed and smaller font in the Budget grid to show additional items.

• Display "Left for Spending" (Checking minus Credit Cards minus Pending) in the Budget Summary and Budget Summary Dashboard.

• Enable/Disable (hide) specific menu items as needed.

• Remove the "Difference Amount" tooltip from graphs in reports for a cleaner view.

• Hide the Create Rule popup when adding or changing transactions to streamline the process.

• Easily split a transaction 50/50 with auto-filled amounts for quick adjustments.

• Correct the Calendar Year dropdown to display only years with available data (instead of starting from 2000).

• Hide the Accounts Net Worth Graph Panel for a simplified view.

• Highlight pending transactions when the Allow Edits to Pending Transactions setting is set to "Off."

Quotes from Monarch Money users

• This is fantastic! I just installed Monarch Money Tweaks and it makes up for some serious gaps in Monarch Money reporting. The trends report is exactly what I was looking for and probably the main reason I continue to run Quicken in parallel (which I have used for 15+ yrs). Thanks so much for doing this!

• Doing the Lord's work

• Love that they keep updating. Love it

• Amazing work! Thank you!

• Left to spend is huge! Thank you.

• I just want to say how much I appreciate the work done on this, it's really helpful.

• Great work as always!

• Monarch Money on Steroids!

Installing MONARCH MONEY TWEAKS:

You can install the script by using the Tampermonkey app extension in Chrome, Microsoft Edge, Safari, Firefox and Opera Next. For the iPad, use the Safari </> Userscripts app.

STEP 1

Non iPad users: Install Tampermonkey for your browser by going to the following link:
https://www.tampermonkey.net/

iPad users: Close your Safari browser, go to App Store and install the Userscripts program: Search App store for "User Script and Style Manager" by Justin Wasack

STEP 2

Important

Chrome Users - In your Chrome browser, using the menu, click on Extensions / Manage Extensions and set Developer mode to on found in upper-right corner.

Click here to install or Update MM Tweaks

STEP 3

Refresh/Reload the Monarch Money webpage and select Settings / Display in Monarch to configure the Tweaks.

Enjoy!

Screenshots:

Monarch Tweaks Settings

Monarch Tweaks Spit Transaction 50/50

Monarch Tweaks Reports / Trends Compare

Monarch Tweaks Reports / Trends Monthly Breakdown

Monarch Tweaks Reports / Trends Yearly Breakdown

Monarch Tweaks Reports / Accounts

Monarch Tweaks Reports / Accounts

Monarch Tweaks Reports / Tags

Monarch Tweaks Reports tag multiple cells

Personal Net Worth Report (Reports / Accounts / Personal Statement)

Monarch Tweaks Household Description for Breakdown

Monarch Tweaks Household Breakdown on Accounts

Contributions:

This GitHub repository is currently not set up for contributions, but I welcome your ideas and feedback. Please feel free to reach out via private message or email to discuss any thoughts you may have.

One important guideline for this extension is that it will not include any features that add, change, or delete records in Monarch. This decision is made to maintain a high level of trust and confidence in the extension's use, ensuring that it does not impact anyone's data. Thank you for your understanding!