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Copy/Paste Transactions

Transactions can be copied and pasted to other MoneyWell documents or to any application that accepts tab-delimited text. Use Apple's Numbers, Microsoft Excel, Pages, or even an email—most any program will accept your transactions list.

Numbers worksheet

To copy transactions to a spreadsheet:

  1. Select one or more transactions in MoneyWell
  2. Click File > Copy
  3. Switch to your spreadsheet program
  4. Make sure you have a document open and select a cell
  5. Click File > Paste
  6. Optionally, format the dates and numbers or add headers

To copy transactions within MoneyWell:

  1. Select one or more transactions in MoneyWell
  2. Click File > Copy
  3. Switch to a different MoneyWell document
  4. Optionally, select a bucket (if you don't, the pasted transactions will be unassigned)
  5. Click File > Paste

You can also cut and paste transactions, but if you are trying to move transactions to a different account or bucket, it's better to use drag and drop or the transaction settings in the Transaction Detail.

See also

transactions