
Using the Money Flow Graph
The Money Flow Graph is not just to look at, it's designed to give you the power to filter your MoneyWell views. The graph breaks down your money flow into months and will show a column for each month of available transactions. It will also display a dotted outline showing your planned amount for each month. For months where income and expenses go over the amount you have planned, green and blue hash marks will appear for the overage, respectively. For expenses that exceed the amount you have allocated for that month, red hash marks will appear on the bar.
If you want to allocate income for a previous month or view money flows for that month, simply click the corresponding month column on the graph before examining your bucket detail or allocating income. Remember to deselect that column by clicking on the graph background if you want to work with current financial information.
To use the money flow graph:
- Select a bucket to view a graph of those transactions (income bars are green, expenses are blue)
- If you have more than six months of transactions, page controls will appear that allow you to page back and forward through the months
- At the top of the graph, a page indicator will appear if multiple pages are available: click on a dot to jump directly to that page
- Click on any column to filter the transactions just for that month
- Click outside of the columns to clear the filter and view all months
- Hover the mouse cursor over any column to see detailed information about money flows
To see more months on the graph, simply make the MoneyWell main window wider and more bars will appear to fill the space available.
The graph will also reflect any filter created by using Search Transactions