
Automatic Favorites
MoneyWell can create favorites automatically as you update your transactions and assign buckets. Each time that you assign a bucket to a new transaction, MoneyWell will first create a favorite and then ask you if you want to update similar transactions.
To use the automatic favorite process:
- Edit an existing transaction or add a new one
- Revise the payee name to the desired proper name
- Assign a bucket in the transaction detail
- If there are similar transactions, a confirmation panel will appear, select the ones you want to update and click Update Selected Transactions or click Cancel to skip updating other transactions
This is a very quick way to build your favorites list. If you are importing transactions from your bank or other financial institution, you'll only have to clean up the payee name and assign a bucket once for each payee. Future imports will use the newly created favorites and repeat this process for you.
See also
Create a favorite
Importing transactions
Adding a transaction
transactions