Monarch Money Tweaks - GET STARTED!

Already have MM Tweaks - Click here to Update to V2.29

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 comparing to Last month, Same month last year or Same quarter last year
  • Display a monthly grid of your history for This Year, Last Year, Last 12 months or All Years including YTD totals and Monthly/Yearly average
  • Customize if you want the comparison and averages to include the current month
  • Different highlights for spending > 25%, > 50% and > 100%
  • Drill down to monthly and year-to-date totals to see trends for your groups & categories
  • Sort the data by any column and export your data to Excel or Numbers

• Reports / Accounts

  • Summarize all your Account balances on one screen
  • 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 see total amount owed on credit cards and other Checking and Credit card balances
  • See Income, Expenses and Transfers done by Account for the current month
  • Sort the data by any column and export your data to Excel or Numbers

• Save and restore your Report filters and other report options on Reports / Datasets. No longer have to redo your filters over each time!

• Compressed & smaller font for Transactions grid to show more items

• Compressed & smaller font for Budget grid to show more items

• Show "Left for Spending" (Checking minus Credit Cards minis Pending) in Budget Summary & Budget Summary Dashboard.

• Turn ON/OFF (hide) menu items

• Hide Report Tooltip "Difference Amount" in graphs

• Hide Create Rule Popup when add/changing transactions

• Quickly split a transaction 50/50 by auto-filling the amounts

• Correct Calendar Year pull-down to only be years of data instead of since 2000

• Added "Last year YTD", "Last 12 months" and "This quarter" to pop-up calendar

• Hide Accounts Net Worth Graph Panel

• Highlight Pending Transactions when Settings / Preferences / Allow Edits to Pending Transactions is set to "Off".

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

Note

Chrome Users - Be sure to click on Extensions / Manage Extensions and Developer mode to on in upper right before next step.

Next, 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 Calendar Year Dropdown

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 Monthly Account Average

Monarch Tweaks Reports / Accounts Balance and Pending

Monarch Tweaks Reports tag multiple cells