In MoneyCoach there are a lot of ways to add a new Transaction. Here you will learn how you can add a new transaction in the easiest way possible.

Here’s how you do it:

1 – In the Overview, tap the rounded + button to view the available options

2 – Tap the “Transaction +” button

3 – After you enter your value, you can tap to select your Transaction type as either “Expense” or “Income”

4 – Near the top of the screen:

  • You can select your Transactions type as either an “Expense” or “Income”
  • You can change the date of this transaction, perfect to use for backdate or future transactions

5 – Tap on the “Account” to select your account; tap on “Category” to select your Category and Subcategory

6 – Tap the “Save” button to save your Transaction

7 – Congratulations! You just added your Transaction in MoneyCoach

 

We also made this helpful video tutorial. Check it out:

As I said at the start, there are a lot of ways to add a new Transaction in MoneyCoach. Tap here to learn how you can add a transaction in the 2 seconds.

4 Comments

  1. How do I make budgets? I always see the option to put a transaction into a budget but when I click on that option there are no budgets to display and I’ve found no way of adding setting up budgets.

  2. Good Afternoon,
    how come if i choose the repeat option on my transactions,
    i don’t see them in the month after
    and it’s not coumnted in my account budget.

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