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Adding Accounts

You can have as many accounts as you need to track your cash flow. Simply add one account for each bank or credit card account that you use for your transactions.

Accounts List

To add a new account:

  1. Select File > New Account
  2. Type a name for the account
  3. Select the type
  4. Type the starting balance
  5. Optionally, type comments about the account in the memo and fill in the routing and account number fields
  6. Click New to create the account
  7. Optionally, drag the account up and down the account list to reorder the accounts (a line will appear between accounts when you can release it)

A "Cash Account" is a special type of account that allows you to transfer cash directly from another account so you can create and assign buckets to smaller cash transactions in the cash account without messing up your bank account statement reconciliation. Although you are allowed to create more than one cash account, it's recommended that you only have one in each document. This way, MoneyWell can create the automatic transfers from cash only transactions to a single cash account without confusion.

See also

Deleting accounts
accounts