Monarch Money - Annual Budget View

Tracking since Apr 1, 2026.

Changelog

• May 4, 2026
  description

  Monarch Money - Annual Budget View
  
  This extension adds a **yearly budget view** to the [Monarch Money](https://www.monarchmoney.com/) budget page, allowing you to see your full annual budget performance at a glance.
  
  **Note:** if you see a warning that "this extension is not trusted by Enhanced Safe Browsing" when installing, don't fear. This is due to it being the first extension I've made 🎉
  
  Features
  
  - Toggle Between Views: Switch between the standard monthly budget view and the yearly view using toggle buttons in the budget header.
  - Year Navigation: Navigate between years using previous/next arrow controls.
  - Annualized Totals: See total Budget, Actual spending, and Remaining budget for each category across all months in the selected year.
  - YTD for Current Year: The current year displays year-to-date data; previous years show the full year.
  - Organized Categories: Categories are grouped the same way as the standard budget view (Income, Fixed Expenses, Flexible Expenses, Non-Monthly Expenses) and can be sorted by any column.
  - Summary Cards: At-a-glance totals for Income, Budgeted, Spent, Remaining, and Savings.
  - Persistent State: View mode and selected year reset to defaults when navigating to the budget page, but are preserved on page refresh.
  - Dark Mode Support: Automatically detects and adapts to Monarch Money's dark mode.
  
  Usage
  
  1. Navigate to the Budget (Plan) page in Monarch Money.
  2. Click the "Yearly" toggle button that appears in the budget header.
  3. Use the ← / → arrow buttons to navigate between years.
  4. Click "Monthly" to return to the standard monthly view.
  
  How It Works
  
  This script injects a button into the Monarch Money budget page header. When activated, it queries the Monarch Money GraphQL API using your existing authenticated session (no separate login required) to fetch budget and transaction data for the selected year. It then renders a sortable summary table alongside summary stat cards.
  
  No data is sent to any third-party server. All processing happens locally in your browser.

  Monarch Money - Annual Budget View
  
  This extension adds a **yearly budget view** to the [Monarch Money](https://www.monarchmoney.com/) budget page, allowing you to see your full annual budget performance at a glance.
  
  **Note:** if you see a warning that "this extension is not trusted by Enhanced Safe Browsing" when installing, don't fear. This is due to it being the first extension I've made 🎉
  
  Features
  
  - Toggle Between Views: Switch between the standard monthly budget view and the yearly view using toggle buttons in the budget header.
  - Year Navigation: Navigate between years using previous/next arrow controls.
  - Annualized Totals: See total Budget, Actual spending, and Remaining budget for each category across all months in the selected year.
  - YTD for Current Year: The current year displays year-to-date data; previous years show the full year.
  - Organized Categories: Categories are grouped the same way as the standard budget view (Income, Fixed Expenses, Flexible Expenses, Non-Monthly Expenses) and can be sorted by any column.
  - Summary Cards: At-a-glance totals for Income, Budgeted, Spent, Remaining, and Savings.
  - Persistent State: View mode and selected year reset to defaults when navigating to the budget page, but are preserved on page refresh.
  - Dark Mode Support: Automatically detects and adapts to Monarch Money's dark mode.
  - View Settings: A settings modal (accessible via the Settings button in the header) lets you customize the date window for the yearly view.
    - Exclude Current Month: Optionally calculate YTD through the last completed month only.
    - Rolling 12-Month Window: Switch from a calendar-year view to a rolling 12-month window ending today (or end of last month if "Exclude current month" is also on).
  
  
  Usage
  
  1. Navigate to the Budget (Plan) page in Monarch Money.
  2. Click the "Yearly" toggle button that appears in the budget header.
  3. Use the ← / → arrow buttons to navigate between years.
  4. Click "Monthly" to return to the standard monthly view.
  5. Optionally click "Settings" to configure the date window
  
  How It Works
  
  This script injects a button into the Monarch Money budget page header. When activated, it queries the Monarch Money GraphQL API using your existing authenticated session (no separate login required) to fetch budget and transaction data for the selected year. It then renders a sortable summary table alongside summary stat cards.
  
  No data is sent to any third-party server. All processing happens locally in your browser.

Permissions & access

Permissions

None declared

Host access

None declared

Screenshots

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