How do I get my license?

My screen layout looks weird or I can't see a window.

What is a rollover and what do I do to make them happen?

It's a new month and money left over in my buckets did not roll to the new month.

Can I resize my buckets? How about collapsing them?

I'm finished editing. How do I save my changes?

What is a money flow?

How do I put money in my buckets?

Is there an easy way to clean up or rename my downloaded transactions?

Why does my bucket show that there is "nothing left to spend?" I have created a spending plan for that bucket.

What does it mean to "allocate income?"

Why can't I get my credit card statement to reconcile?

How do I enter a new transaction?

How do I hide my pending transactions?

Can I update multiple transactions at once?

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How do I get my license?

You should have received a license code via email. Sometimes these get trapped in your Junk folder or a spam filter. If you don't see it there, you can use our License Lookup page to resend the license code to you. If you still can't find it, please contact support immediately and we'll help.

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My screen layout looks weird or I can't see a window.

Please try deleting your preferences (~/Library/Preferences/com.NoThirst.MoneyWell.plist) and then run MoneyWell again. This is actually a good first step to try if anything odd is happening with MoneyWell (or other applications on your Mac).

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What is a rollover and what do I do to make them happen?

At the end of every month you may have left over money in some of your buckets (and some may be overspent as well—gasp!). When a new month starts, these balances (positive or negative) "rollover" to the next month. For example, your Vacation bucket would have money rollover each month until you actually spend the money on your vacation. Rollovers happen automatically in MoneyWell on the first of every month.

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It's a new month and money left over in my buckets did not roll to the new month.

Buckets will rollover any left over money (or negative cash) from a previous month and you should see new flow amounts the first time you do an Allocate Income for the beginning of a new month. It's just like watching a physical bucket system and having new money to fill them. The "fill to here" lines don't change when a new month starts, but you will be given a chance to fill them again.

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Can I resize my buckets? How about collapsing them?

Resizing buckets is a feature for an upcoming release. We don't expect to offer collapsing (or hierarchal) buckets, since important data can be lost when a bucket is hidden in the hierarchy. We are working on ways to improve visuals for long bucket lists but also advocate consolidating buckets whenever possible. Typically, the more detail you have to manage, the more room for error to occur. Instead of having Fuel, Auto:Service, Auto:Ins, etc., try just Auto. If you need to know how much you're spending on a certain item, put it in the memo section (i.e., fuel) and use search to find "fuel."

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I'm finished editing. How do I save my changes?

Hitting the Return key, the Tab key, or clicking outside of an entry field automatically saves your changes.

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What is a money flow?

A money flow is a way to move money from one bucket to another. For example, you would use a money flow to move money from your salary or income bucket into your various spending buckets. Any time you move money, you are "flowing" money. Since these are on a "virtual" layer (see Understanding MoneyWell), money flows never need to be reconciled.

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How do I put money in my buckets?

You can put money in your buckets in three ways:

1. Create a deposit transaction and assign it to a bucket
2. Drag one bucket to another to another and fill in an amount when prompted
3. Click Allocate Income on your button bar to fill multiple buckets at once according to your spending plan

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Is there an easy way to clean up or rename my downloaded transactions?

Set up Memorized Transactions with Aliases that match the imported transactions, and MoneyWell will automatically fix your payee names and also assign buckets to those if you choose. You don't have to use the full name in your alias if the imported name comes in as "ONLINE PAYMENT #582938 TO HEATING KI" and that number changes each time. If your memorized payee name is "Heating King Services" simply add an alias "heating ki" to it and that alias will match the last part of that imported transaction and fix the payee of the imported transaction to read "Heating King Services" along with assigning the proper bucket if set.

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Why does my bucket show that there is "nothing left to spend?" I have created a spending plan for that bucket.

Creating a spending plan sets "fill-to-here" lines on your buckets. If you want to have money in them, you need to create a "money flow" by dragging your income bucket to your specific spending bucket, or if you want to fill a lot of buckets, use Allocate Income on your button bar to fill multiple buckets at once according to your spending plan.

What does it mean to "allocate income?"

Allocating income is the process of splitting up your available income and dropping it into various expense buckets so you can spend it. Instead of having to create individual money flows, clicking Allocate Income fills all the buckets based on how much income you have available and the planned amounts you have designated in each expense bucket. (see also How do I put money in my buckets?)

Why can't I get my credit card statement to reconcile?

You may have the wrong starting or ending balance, or you may be missing transactions. However, the most common reason is that credit card accounts reflect money owed, not money to be spent and therefore likely carry a negative balance. Try entering negative starting and ending balances to fix the problem.

How do I enter a new transaction?

You can enter new transactions in several ways:

1. Click New Entry in the button bar
2. Hold down the Command key and press N
3. In the Transaction List, right click (or Control click) and select New Transaction from the context menu
4. Click the File menu and select New Transaction
5. Click the Gear menu button (on the bottom left of the window), and select New Transaction

How do I enter a new transaction?

You can enter new transactions in several ways:

1. Click New Entry in the button bar
2. Hold down the Command key and press N
3. In the Transaction List, right click (or Control click) and select New Transaction from the context menu
4. Click the File menu and select New Transaction
5. Click the Gear menu button (on the bottom left of the window), and select New Transaction

How do I hide my pending transactions?

You can hide all or some of your pending transactions:

1. Click View > Hide Future Pending Transactions

If you want to see some of your future pending transactions, even when they're hidden, you can define a time period that you want to view:

1. Click View > Define Future Pending Time Period
2. Pick a time period from one day to one month

Can I update multiple transactions at once?

It's easy to update multiple transactions at once! You don't need to switch to a special mode or view. Simply:

1. Select all the transactions you wish to update
2. In the Transaction Detail, change whatever fields you want to conform

All of the selected items will automatically be updated to reflect your changes.