
Automatic Memorized Transactions
MoneyWell can create memorized transactions automatically as you update your transactions and assign buckets. Each time that you assign a bucket to a new transaction, MoneyWell will first create a memorized transaction and then ask you if you want to update similar transactions.
To use the automatic memorized transaction process:
- Edit an existing transaction or add a new one
- Revise the payee name to the desired proper name
- Assign a bucket in the transaction detail
- If there are similar transactions, a confirmation panel will appear, you can choose to update both the payee and bucket properties of the matching transactions, just the payee name, or you can click Cancel to skip updating other transactions
This is a very quick way to build your memorized transactions list. If you are importing transactions from your bank or other financial institution, you'll only have to clean up the payee name and assign a bucket once for each payee. Future imports will use the newly created memorized transactions and repeat this process for you.
See also
Memorize a transaction
Importing transactions
Adding a transaction
transactions