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Learning About Smart Buckets

Search Transactions

The first set of buckets on the buckets list are "Smart" buckets. You don't assign transactions to these, but MoneyWell will fill these according to search criteria.

MoneyWell automatically creates an "All Transactions" bucket to allow you to browse all your transactions at once. The "Unassigned" bucket is also always available to help you find those transactions that missed a bucket assignment. It's important that you categorize all your spending so you can properly track it, so make sure that the "Unassigned" bucket is always empty.

The "Last Import" bucket will group all the transactions from the most recent import and the "Transfers" bucket shows all the transactions that have been part of a transfer.

You'll notice that the spending graph shows both income and expense bars when you are viewing all transactions. A quick way to view everything that came in or went out of your accounts last month is to select the "All Transactions" bucket first and then click the previous month's bars on the graph. To see all transactions in all accounts, simply click the "Accounts" title at the top of the accounts list.

Future releases of MoneyWell will allow you to create your own smart buckets.

See also

buckets