Monarch Money Tweaks - Web Extension

🌐 Google Chrome / Microsoft Edge browser - Version 4.10 (November 2, 2025)

🍏 Apple Safari browser - Version 4.10 (November 2, 2025)

🦊 Mozilla Firefox browser - Version 4.10 (November 1, 2025)

🔖 Click here to see Latest Changes

📚 Getting Started & Documentation

⚙️ Installing Monarch Money Tweaks:

Visit the Extensions area for your browser using the links above.

To run on Microsoft Edge, Enable "Allow extensions from other stores" in the Edge extensions settings, then navigate to the Chrome Web Store in Edge, find Monarch Money Tweaks extension, and click "Get" and then "Add extension" to install it.

To run on Apple iPad, Download the User Script and Style Manager by Justin Wasack found in Apple Store first and then paste the Monarch Money Tweaks source code from the source folder into it.

Please be so kind to leave a review on Apple, Chrome or Firefox store. 🙏

🌟 Features:

• Reports / Trends:

  • Summarize your Monarch Money Income/Spending history.
  • Compare with Last month, Same month last year, Same quarter last year.
  • Display by This year, Last year, Last 12 months, All years, All years YTD with monthly averages.
  • Filter by a custom Account Group (e.g., "Parents, Children" or "Partner 1, Partner 2, Both" or "Personal, Business").
  • Highlight over-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.
  • Sort history data by any column.
  • Breakdown expenses by "Fixed Expenses" and "Flexible Expenses".
  • Export to Excel or Numbers.
  • Customize comparisons and averages whether to include the current month if desired.
  • Click on date header to go back to End of Last Month

• Reports / Net Income:

  • Summarize your Monarch Money Income/Spending history by Tags, Notes and Goals.
  • Compare to Untagged or Multiple Tagged transactions.
  • Filter by a custom Account Group (e.g., "Parents, Children" or "Partner 1, Partner 2, Both" or "Personal, Business").
  • Sort summarized data by any column
  • Breakdown tagged expenses by "Fixed Expenses" and "Flexible Expenses".
  • Export it to Excel or Numbers.
  • Select to include or exclude Hidden Tagged Transactions.
  • Group transactions where transaction note starts with an asterisk. (ie: "* Hawaii 2025" or "* Wedding")
  • Group transactions by Goals.
  • Click on date header to change date range.

• Reports / Accounts:

  • Summarize your Monarch Money Account balances
  • Compare to different time periods
  • Show a Personal New Worth Statement
  • Show a Brokerage Statement
  • Display by any date range or show Monthly, Quarterly and Yearly balances.
  • Display Income, Expenses and Transfers on the Account level.
  • Filter by a custom Account Group (e.g., "Parents, Children" or "Partner 1, Partner 2, Both" or "Personal, Business").
  • Sort history data by any column.
  • Export to Excel or Numbers.
  • Generate a simple Personal Net Worth report for Loan Applications.
  • Click on date header to change date range.

• Reports / Investments:

  • Summarize your investment holdings.
  • Show Positions and Performance.
  • Show gain/loss, cost basis, stock price, stock chart, and more.
  • Sort holdings data by any column.
  • Export to Excel or Numbers.

• Make assigning merchants an easier task by auto-populating the Search Merchant field with a smart assistant. (Removes AplPay, GglPay, *TST, etc. when assigning merchant)

• 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."

• Save and Restore Monarch Money Tweaks settings (use between browsers)