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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.

Favorite Panel Favorite Button

To add a favorite:

  1. Select any transaction in the Transactions list
  2. Click the star next to the Payee entry in the Transaction Detail
  3. If no matching favorite exists, a new one will be created; otherwise, the existing one will be displayed
  4. 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