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Starting from Scratch

After choosing the Start from Scratch option on the Welcome panel, MoneyWell will create a new document and present you with Add Default Buckets panel.

Default Setups

To add default buckets:

  1. Check or uncheck any buckets that you want to add or delete, respectively
  2. Click Add Buckets
  3. Follow the instructions in Downloading accounts

See also

Downloading accounts
Adding accounts
Adding buckets
accounts
buckets