Adding a description, tags, payee, and location to your transactions makes MoneyCoach more useful later, especially in reports, search, and review workflows. You can add these details while creating a new transaction or transfer, and you can edit them later from the transaction details screen.
Add details while creating a transaction or transfer
- In the Overview, tap the floating "+" button.
- Choose Expense, Income, or Transfer at the top of the entry screen.
- Enter the amount and select the account, category, or transfer accounts.
- Tap the details button in the bottom bar. It uses a document icon.
- On the Transaction Details screen, type a description.
- Under Tags, tap Add Tag and select the tag you want to attach.
- Under Payee, tap Add Payee and select the payee.
- Tap Done to return to the transaction entry screen.
- Tap Save to save the transaction or transfer.
Edit details later
- Open the transaction from Transactions, Overview, Reports, or another list.
- Tap the description or payee row in the transaction details screen, or use the edit options if you are on a larger device.
- Update the description, tags, or payee.
- Tap Done.
Tags are stored as hashtags in the transaction description, so they remain searchable and can be used by tag-based reports.
