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Starting from Scratch

After choosing the Start from Scratch option on the Welcome panel, MoneyWell will create a new document and present you with Default Setup panel. From here you can create your primary account, add a cash account, and choose some or all of the default buckets.

Default Setups

To use the default setups:

  1. Type a name for your primary account
  2. Pick an account type
  3. Type the starting balance for this account
  4. Optionally, uncheck any buckets you know you won't be needing
  5. Click Save to save your settings and create the defaults

It's recommended that you have a single cash account in your MoneyWell document. This allows you to create cash-only transactions and manage your spending of pocket cash more accurately.

See also

Adding accounts
Adding buckets
accounts
buckets