MM-Tweaks now has its own section in Monarch’s sidebar, with Trends, Net Income, Accounts, Investments, and Fixed Spending setup together in one place. Separating them from Monarch’s built-in areas improves reliability and reduces the chance that future interface changes will disrupt them.
Enhanced Left to Spend in Budget’s Month view and on the Dashboard. Totals now come directly from Monarch for greater reliability and remain available while viewing Summary, Income, or Expenses.
Improved Transaction and Budget page compression and better performance.
Version5.33
Latest release
Added Account Reconciliation to compare an individual Monarch account with a bank or credit-card CSV, review unresolved differences, and export the results.
Version5.31
Release
Major refactoring throughout MM-Tweaks delivers numerous performance improvements.
Fixed transaction-detail expansion in the Annual Budget side panel for non-monthly categories.
Fixed inaccurate Gain/Loss and Gain/Loss % values for positions held across multiple accounts.
Corrected currency and percentage formatting in Performance charts.
Improved Highlight Pending Transactions and Compress Transaction Grid to prevent failures caused by changes to Monarch’s Tailwind styling.
Version5.29–5.30
Release
Fixed a Firefox compatibility issue that could prevent MM-Tweaks styling from displaying correctly.
Added the ability to update tags while editing transactions.
Fixed an issue in Annual Budget where the Fixed, Flexible, and Monthly Spending side panel could display incorrect data.
Version5.28
Fixed regressions affecting Highlight Pending Transactions, Hide future month columns, and Light & Dark Mode under Settings → Display.
Fixed a regression that prevented the Reports menu from rendering after Monarch changed its report heading structure.
Version5.24–5.27
Added Annual Budget to Trends for a full-year view of actual spending and Monarch budget amounts.
Annual Budget can now display last year’s total, with an option to turn it on or off in Settings → Trends.
Improved Investments calculations with weighted averages and added a new chart that shows period swings better.
Added 15% shading to the existing 25%, 50%, and 100% shading levels in Trends reports.
Account Group Summary now includes a dropdown for selecting the grouping, similar to the Accounts report.
Added a by Owner option to the Accounts report and Account Summary.
Version5.22
Added All Years to the Trends side-panel graph for All Years reports.
Improved the Account Group Summary when no account groups have been configured or when only some accounts have been assigned to groups.
Improved handling of investment accounts where the institution supplies only an account balance and no individual holdings (Balance Only).
Version5.21
Refined checkbox design for a more consistent experience.
Added brokerage holdings to the Accounts side panel.
Added an option to turn off the Account Group Summary.
Corrected vertical scrolling in the Account Group Summary and duplicate watched tickers.
Version5.19–5.20
Added a separate Accounts dashboard summary with enhanced information.
Labeled MM-Tweaks features so support requests are easier to understand.
Refined tooltips for greater consistency and clearer visuals.
Version5.18
Added selectable color palettes in Display settings.
Made report settings available directly in MM-Tweaks report grids.
Version5.14–5.17
Enhanced Trends charts with line, step, month, quarter, and year views.
Added pie and donut views across reports.
Added Include and Exclude filters for tag reports.
Expanded Favorite View into multiple Favorite Views.
Version5.3–5.13
Improved investment, fixed-income, and target-allocation reporting.
Added total Assets and Liabilities to the Accounts dashboard.
Improved Trends shading and Left to Spend controls.
Made Accounts reports faster and removed the range restriction.
