Navigating MoneyWell Express

MoneyWell Express is divided into four main screens: Activity, Accounts, Buckets, and Settings. You can quickly switch between these screens by tapping the corresponding icon in the tab bar.

Use the Activity tab to show all your recent activity. The Accounts tab shows your accounts list and the current balance for each account. The Buckets tab gives you a quick picture of your bucket balances. The Settings tab lets you adjust options.

In the center of the tab bar is a button to allow you to quickly add transactions from any tab.

Activity

All your transactions will appear on this screen, regardless of the account or bucket assigned. It’s a great place to go to see what you’ve entered recently or newly synced transactions.

Accounts

When you want to check your current balance for an account or see the transactions related to a specific account, use this screen. Tap on an account to see the activity for that account. If you add a transaction while filtered to an account, the transaction will be assigned to that account.

Buckets

To view your bucket balances or see the transactions related to a specific bucket, use this screen. Tap on a bucket to see the transactions assigned to it. If you add a transaction while filtered to a bucket, the transaction will be assigned to that bucket.

This is a great place to go before spending any money. If you have money in a bucket, you will see it immediately on this screen.

Settings

Here’s where you can set or change your Sync Status, set a Passcode to protect your data from prying eyes, change the limit on the number of days of activity to show, and get support.