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 floating + button

2 – Enter the expense amount

3 – If you have a favourite Account and Category, you can just tap Save and that’s it, you just logged a transaction in less than 2 seconds.

For more options:

1 – Near the top of the screen:

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

2 – To add a description or a tag to the Transaction, tap the “#” button and enter your description or hashtag.

3 – To make a Repeating or Recurring Transaction, perfect for bills or subscriptions, tap the “circle arrow” button next to the “#” button. Find a full detailed guide here.

4 – To change your account, tap on the “Account” button and select a new account.

5 – To change the category, tap on the “Category” button and select a new category. Here you can also select a Subcategory.

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

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

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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