MoneyWell Icon

Adding a Bucket

Add a bucket anytime you want to track a specific category of spending. There is no "correct" number of buckets for everyone. The best breakdown of buckets is the one that keeps you on plan for your own spending. If you are having trouble keeping on plan for a certain bucket, you may need to break it out into more buckets for greater detail.

New Bucket Panel

To add a new bucket:

  1. Select File > New Bucket or click the + button below the Buckets List
  2. Type a bucket name
  3. Optionally, type a descriptive memo
  4. Choose the bucket type as "Income" or "Expense"
  5. If this bucket is used to track taxable income or expense, check Tax-related
  6. If this in an income bucket, you have the option to check Include in Combined Income
  7. Click New to create the new bucket

See also

Deleting a bucket
buckets