Licensing and Operations
- How do I get my license to unlock my trial?
- Can I install MoneyWell on a second computer?
- Do you make a version of MoneyWell for Microsoft Windows?
- Where does MoneyWell store my data?
- What criteria does MoneyWell use to match duplicate transactions?
- How do I combine buckets in MoneyWell?
- Why can't I delete buckets in MoneyWell?
- How are memorized transactions matched using an alias?
- Can I automatically assign a bucket during an import or download?
Banking and Account Balances
- Which financial institutions support direct connect to MoneyWell?
- Why doesn't MoneyWell support direct connect banking with my bank when online services seem to work?
- Why is there no running balance?
- How can I get my balance in MoneyWell to match my bank balance?
- What is reconciling an account and how do I do it?
Cash Flow and Bucket Amounts
- How do I tell MoneyWell how much money I have to spend at the start?
- I have deposits assigned to my income buckets, why can't I allocate that money?
- Why are all my bucket totals zero?
- What is a money flow?
- How do I put money in my buckets?
- How is the "Timing" setting used on buckets, spending plans, and allocations?
- My income is variable, how do I set up a spending plan without a consistent paycheck?