MoneyWell Icon

Adding a Transaction

Adding new transactions is easy, especially if you have created favorite to speed up the task.

Transaction Detail

To add a new transaction:

  1. If the current transactions list is not selected, click Current in the Transactions bar
  2. Click Transaction in the button bar
  3. Type the date of the transaction
  4. Type a payee name (if what you're typing matches a favorite, it will finish the name for you—press the Tab key to accept it)
  5. Optionally, fill in values for type, amount, bucket, date, memo, and status
  6. If the type is "Check" (or "Advance" in the case of a credit card transaction) you will also be able to type a check number
  7. You can change this to a transfer by selecting a second account

Date entry is intelligent enough so you don't have to type a formal date. Typing "21" will be taken as the 21st date of this month. Type "2/5" to get February 5, of the current year.

The sign of the amount (negative or positive) is determined by the type. All deposits (or payments for credit cards) are positive and others are negative.

If you want to set up a scheduled transaction, change the Repeat type from "Never" to a time frame choice. Review scheduled transactions for steps.

A single transaction can be split so that its amount can be divided into different buckets. Review splitting a transaction for steps.

See also

Scheduled transactions
Splitting a transaction
Automatic Favorites
Create a favorite
Deleting a transaction
transactions