MM-Tweaks for Monarch Money

Enhance Monarch Money with Advanced Reporting and more!

📌 Note: This web extension is built specifically for the Monarch Money website and is intended for Monarch Money paid subscribers. 🎁 If you would like to check out Monarch Money, use this link and get a 50% discount! https://monarch.com/referral/5s2k3al0k9 👋 I have identified ways to enhance the Monarch Money web app with additional features and configurations. This extension adds four new reports—Trends, Net Income, Accounts, and Investments—along with several other quality‑of‑life improvements. Reports / Trends: 𖥔 Summarize your income and spending history. 𖥔 Compare to last month, the same month last year, or the same quarter last year. 𖥔 View ranges: this year, last year, last 12 months, all years, and year‑to‑date with monthly averages. 𖥔 Filter by custom account groups (e.g., “Parents”, “Children”). 𖥔 Highlight overspending with three thresholds: >25%, >50%, >100%. 𖥔 Drill down to monthly and YTD totals to spot trends by group and category. 𖥔 Separate expenses into Fixed and Flexible categories. 𖥔 Export data to Excel or Apple Numbers. 𖥔 Configure comparisons and averages, including whether to include the current month. Reports / Net Income: 𖥔 Summarize your income and spending history by tags, notes, and goals. 𖥔 Compare to untagged or multiply tagged transactions. 𖥔 Filter by a custom account group (e.g., "Parents, Children"). 𖥔 Sort summarized data by any column. 𖥔 Breakdown tagged expenses by "Fixed Expenses" and "Flexible Expenses." 𖥔 Export to Excel or Numbers. 𖥔 Choose to include or exclude hidden tagged transactions. 𖥔 Group transactions with note tags. 𖥔 Group transactions by goals. Reports / Accounts: 𖥔 Summarize your account balances. 𖥔 Compare across different time periods. 𖥔 Brokerage report. 𖥔 Credit Card balances report. 𖥔 Overall Cash report. 𖥔 Display data over any date range or show monthly, quarterly, and yearly balances. 𖥔 Display income, expenses, and transfers at the account level. 𖥔 Filter by a custom account group (e.g. "Partner 1, Partner 2, Both") 𖥔 Export to Excel or Numbers. 𖥔 Generate a simple personal net worth report for loan applications. Reports / Investments: 𖥔 Summarize your investment holdings. 𖥔 Show positions, combined allocation and performance. 𖥔 Show stock chart, gain/loss, cost basis, stock price, moving averages and more. 𖥔 Setup allocation targets based on different levels. 𖥔 Export to Excel or Numbers. Other Monarch Money Tweaks and Enhancements: 𖥔 Auto‑assist merchant assignment — prefill the Search Merchant field and strip noise (AplPay, GglPay, *TST, etc.). 𖥔 Account summaries grouped by custom labels (e.g., Taxable, Tax‑Deferred). 𖥔 Compact font option for the transactions grid to show more rows. 𖥔 Compressed, smaller font option for the budget grid to display additional items. 𖥔 Show “Left for Spending” in budget summary/dashboard (Checking − Credit Cards − Pending). 𖥔 Option to enable/disable (hide) specific menu items. 𖥔 Remove the “Difference Amount” tooltip from report graphs for a cleaner view. 𖥔 Suppress the Create Rule popup when adding or editing transactions. 𖥔 Fix the calendar year dropdown so it lists only years with available data (not starting at 2000). 𖥔 Option to hide the Accounts net‑worth graph panel for a simplified layout. 𖥔 Highlight pending transactions when “Allow Edits to Pending Transactions” is turned off. 𖥔 Save and restore MM‑Tweaks settings across browsers. ℹ️ Go to [Settings / Display] in Monarch Money after installing the extension to turn on/off all the tweak settings.