
Starting from Scratch
After choosing the Start from Scratch option on the Welcome panel, MoneyWell will create a new document and present you with Default Setup panel. From here you can create your primary account, add a cash account, and choose some or all of the default buckets.
To use the default setups:
- Type a name for your primary account
- Pick an account type
- Type the starting balance for this account
- Optionally, uncheck any buckets you know you won't be needing
- Click Save to save your settings and create the defaults
It's recommended that you have a single cash account in your MoneyWell document. This allows you to create cash-only transactions and manage your spending of pocket cash more accurately.