Adding Transactions

MoneyWell Express is designed to make entering transactions quick and easy. Even the add button is front and center to make the tap target hard to miss.

To add a new transaction:

  1. Tap the add button in the center of the tab bar
  2. Type the amount
  3. Tap the Payee to select a favorite from the list or add a new one
  4. Tap the type selector on the left of the amount keypad
  5. Tap the Memo to type a memo
  6. Tap the Bucket to select a category for the transaction
  7. Tap the Account if you need to select a different account
  8. Tap the Date to change it from today
  9. Tap the Status to change it