MM-Tweaks for Monarch Money

This web extension is designed for paid subscribers of the Monarch Money finance application, offering enhancements to the Monarch Money web experience. If you would like to check out Monarch Money, use this link and get a 50% discount! https://monarch.com/referral/5s2k3al0k9

MM-Tweaks introduces four additional reporting functions—Trends, Net Income, Accounts, and Investments.

The extension is built with your privacy in mind; it does not collect, store, or transmit any personal information and does not alter your existing Monarch data. Enhance your financial management with these added features while maintaining control over your information.

Features include:

Reports & Trends: Summarize income and spending history, compare months or years, filter by account groups, and detect over-spending. Export data to Excel or Numbers and view trends with customizable comparisons.

Net Income: Analyze income and expenses by tags and notes, group transactions, and export summaries. Include/exclude hidden transactions and manage grouping by goals.

Accounts: Review account balances, compare periods, generate net worth and brokerage statements, and export data.

Investments: Summarize holdings, performance, gains/losses, and export details.

Enhanced Usability: Auto-suggest merchants, categorize assets/liabilities, adjust fonts for better visibility, and display remaining spending budgets.

Customization & Streamlining: Hide menu items, remove tooltips, streamline transaction splitting, improve date selections, and toggle graph panels for a cleaner interface.

Synchronization & Settings: Save and restore your tweaks across browsers for a consistent experience.