
Favorites
Any transaction can be the starting point for a favorite. Instead of starting from scratch, simply use a current transaction to create a favorite. By default, the payee, type and bucket are saved in a favorite. You can toggle the Save option for each item to make your favorite more or less specific.
You can also just let MoneyWell create favorites automatically.
To add a favorite:
- Select any transaction in the Transactions list
- Click the star next to the Payee entry in the Transaction Detail
- If no matching favorite exists, a new one will be created; otherwise, the existing one will be displayed
- Optionally, change any values for payee, type, amount, memo, and bucket (uncheck the Save option to the left of each to ignore a value)
See also
Automatic Favorites
Adding a favorite
Deleting a transaction
transactions