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The MoneyCoach Blog

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Jan112021

How To Add a New Transfer

GuideBy Krist from MoneyCoachJanuary 11, 2021

Adding a transfer in MoneyCoach is super easy. Here’s how you do it: In the Overview, tap the floating + button Near the top middle of the screen, tap the 🔁 icon you see Enter the amount you want to transfer On the left side of the screen, you can select the “Sender” account On…

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Jan12021

How To “Reset” The iCloud Sync

GuideBy Krist from MoneyCoachJanuary 1, 2021

If you are using iCloud to sync your MoneyCoach data across multiple devices like iPhone, iPad and Mac and it is not working properly as it should, it may be best to reset the sync. Here’s how you do that: Deactivate “Use iCloud” switch in MoneyCoach’s Settings on all your devices Make a manual backup…

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Oct52020

How To Manually Backup Your MoneyCoach Data

GuideBy Krist from MoneyCoachOctober 5, 2020

If for whatever reason that might be, your MoneyCoach app does not open or it crashes immediately after opening, then you need to learn how to manually backup your data without being able to access the app. Don’t delete the app without making a manual backup of your data! Here’s how to do that: Open…

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Sep292020

How To Add A Repeating Transaction & Transfer

GuideBy Krist from MoneyCoachSeptember 29, 20201 Comment

Adding a repeating or recurring transaction and transfer in MoneyCoach is really easy. You should add repeating transactions to track your monthly fixed costs and subscriptions. You can also set up repeating transfers between accounts or to a goal to automatise the whole process. Here’s how to do it: Tap the floating “+” button in…

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Sep282020

How To Customize Your Payday In MoneyCoach App

GuideBy Krist from MoneyCoachSeptember 28, 20202 Comments

In MoneyCoach you can customize a lot of things and the payday/period of calculation is one of them. By default, MoneyCoach uses your input during the onboarding to set the payday. If you get paid on a weekly/bi-weekly fashion, MoneyCoach will display data on the Overview cards filtered by that period too. But, you can…

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Sep252020

Can You Sync MoneyCoach Android and Mac Apps?

GuideBy Krist from MoneyCoachSeptember 25, 2020

No, you currently cannot do that. MoneyCoach on Android and MoneyCoach on iPhone/iPad/Mac/Apple Watch are separate ecosystems/platforms and you cannot sync your data between them. So if you use an Android phone and want to sync the same data with MoneyCoach running on your Mac or the rest of the Apple devices, there is no…

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Sep252020

How To Share Your MoneyCoach Premium Subscription On Your Mac Too

GuideBy Krist from MoneyCoachSeptember 25, 20201 Comment

If you subscribe to MoneyCoach Premium on your iPhone, you will be premium on your iPad and Mac too. Currently, it is basically “one premium to rule them all”. Most of the time this process is flawless and fully automatic and you don’t have to do anything, you will be premium on your Mac too.…

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Sep252020

How To Cancel a Subscription

GuideBy Krist from MoneyCoachSeptember 25, 2020

On iOS, when you want to cancel a subscription, you have to do it yourself. Developers don’t have access to any payment details and as such, they cannot cancel a subscription for you. Here’s a link that explains how to do it. Due to the same reason, being the lack of access to any payment…

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Sep242020

Getting Started: How To Create a Smart Goal

GuideBy Krist from MoneyCoachSeptember 24, 2020

Creating a smart goal should be among the first things you do in MoneyCoach as it will help you and motivate you to save more money each month. Here’s how you create a smart goal: Tap “Smart Goals” card on the Overview Tap the floating “+” button Now you can enter: The goal name The…

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Sep242020

Getting Started: How To Create a Budget

GuideBy Krist from MoneyCoachSeptember 24, 2020

Creating a budget should be among the first things you do in MoneyCoach as they will help you save more money each month. Here’s how you create a budget: Tap “Budgets” on the tab bar Tap the floating “+” button Now you can enter: The name of the budget An emoji for customization The amount…

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