
Adding a Favorite
Instead of creating a favorite from an existing transaction, you can create favorites anytime.
To add a new favorite:
- Click Favorites in the View Selector at the bottom of the main window
- Click New Transaction in the button bar
- Type a payee name
- Optionally, fill in values for type, amount, memo, and bucket (check the checkbox to the left of each to enable it)
Optionally, each favorite can have a list of aliases. Each time a transaction is imported from a file, MoneyWell looks for a matching alias. If one is found, the payee and bucket are assigned to the imported transaction from the matching favorite. Keep your alias names short to match more transactions or longer to be more specific. For example, the alias "apple" will match "Apple Computer, Inc." or "Apple, Inc." or "Apples and Oranges." MoneyWell looks at longer aliases first so you can use "apple" to match "Apple, Inc." and "apples and" to match "Apples and Oranges."
To keep very generic aliases like CHECK or ATM WITHDRAWAL from matching too many imported transactions, you can tell MoneyWell to ignore those. Use the Edit Ignored Alias List command in the Transactions menu.
See also
Automatic Favorites
Favorites
Deleting a transaction
transactions