
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.
To copy transactions to a spreadsheet:
- Select one or more transactions in MoneyWell
- Click File > Copy
- Switch to your spreadsheet program
- Make sure you have a document open and select a cell
- Click File > Paste
- Optionally, format the dates and numbers or add headers
To copy transactions within MoneyWell:
- Select one or more transactions in MoneyWell
- Click File > Copy
- Switch to a different MoneyWell document
- Optionally, select a bucket (if you don't, the pasted transactions will be unassigned)
- 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.