Documentation - Getting Started
Install from an official store
Install MM-Tweaks for Google Chrome or Microsoft Edge, Mozilla Firefox, or Apple Safari. In Edge, enable Allow extensions from other stores, then install the Chrome version.
Open MM-Tweaks settings
After installation, sign in to Monarch Money. The MM-Tweaks section appears in the sidebar with its reports and a settings gear. Click the gear to open MM-Tweaks Settings in its own area, separate from Monarch’s settings.
Fixed and flexible spending
Open MM-Tweaks Settings → Fixed Spending and check the category groups you consider fixed. Unchecked groups are treated as flexible in Trends and Net Income.
Annual Budget is separate and uses Monarch’s own Fixed, Flexible, and Monthly settings.
Tip: If one category group contains both fixed and flexible expenses, separate them into different groups—for example, Auto - Fixed and Auto - Flexible.
Set up Account Groups
In Monarch’s sidebar, select MM-Tweaks → Accounts. For each account, select the > on the far right to open its side panel. Select Edit… at the top of the side panel, then assign an Account Group to that account. You can use labels that fit your workflow, such as Personal, Business, Managed, Credit Cards, or Trust. The Account Group filter is available on all four MM-Tweaks reports. If you’re like me, you’ll use this filter often.
Helpful hints
Favorite Views
Favorite Views are available in all four MM-Tweaks reports. A Favorite View stores the current state of the three report pull-downs—sub-report, grouping, and Account Group filter—along with the Compress Grid setting.
Set up Favorite Views to return quickly to the reports you use most, already arranged and filtered the way you prefer.
MM-Tweaks will prompt you once a month to back up your settings. The backup file can restore your preferences after reinstalling and is compatible across browsers.
Report guides
Choose a report.
Trends
Compare spending and income across months, quarters, and years.
Open guide →
Net Income
Summarize transactions by tags, notes, accounts, owners, and goals.
Open guide →
Accounts
Understand balances, statements, cash flow, duplicates, and net worth.
Open guide →
Investments
Review positions, performance, fixed income, and allocations.
Open guide →