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Adding a Memorized Transaction

Instead of remembering an existing transaction, you can create memorized transactions anytime.

Memorized Transaction Detail

To add a new memorized transaction:

  1. Click Memorized in the Transactions bar
  2. Click New Entry in the button bar
  3. Type a payee name
  4. Optionally, fill in values for type, amount, memo, and bucket (check the Save option to the right of each to enable it)

Optionally, each memorized transaction can have a list of aliases. Each time a transaction is imported from a file, MoneyWell looks for a matching alias. If one is found, the payee and bucket are assigned to the imported transaction from the matching memorized transaction. Keep your alias names short to match more transactions or longer to be more specific. For example, the alias "apple" will match "Apple Computer, Inc." or "Apple, Inc." or "Apples and Oranges." MoneyWell looks at longer aliases first so you can use "apple" to match "Apple, Inc." and "apples and" to match "Apples and Oranges."

See also

Automatic Memorized Transactions
Memorize a transaction
Deleting a transaction
transactions