How to use quick entry

How To Use Quick Entry

In this tutorial, we are going to learn how we can use Quick Entry to quickly add transactions in MoneyCoach. This way you will save you a ton of time when you have to add multiple transactions one after the other. Quick Entry is also perfect to use when you want to add routine transactions…

Can you terminate my account?

How To Delete Your Data From MoneyCoach

If for whatever reason you stop using MoneyCoach and want to ask us the question “Can you terminate and delete my account and information?”, the answer is pretty simple, just delete the app from your device. Unlike many other financial apps out there, MoneyCoach on iOS, iPadOS, macOS and Apple Watch does not require you…

How to import Apple Card CSV statement

How To Import Apple Card Statements

In MoneyCoach is possible to import Apple Card CSV statements with just one-tap. After you select the file, MoneyCoach will take care of the rest by automatically categorizing the transactions adding descriptions, and linking any payees. Here’s how you do it: Go to Settings Go to Import & Export Tap “Apple Card: Import” Tap “Select…

How Does The Daily Limit Works?

In case you are wondering, the Daily Limit calculation is “Remaining For Period / Period”. Past or future transactions, incomes and expenses, do not affect it. Only transactions that you add during the current day will affect it. The next day it recalculates by the same formula and so on. Since we are here: The Daily…

How To Add a New Transfer

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…

How To “Reset” The iCloud Sync

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…