Guides

A collection of guides and tutorials on how to use MoneyCoach. Get started today and learn how to use MoneyCoach to manage your finances.

Beginner

How To Translate Tutorials In Your Language

How To Translate Tutorials In Your Language

You will learn how to translate our tutorials in your language.

Getting Started: How To Import CSV Files In MoneyCoach

Getting Started: How To Import CSV Files In MoneyCoach

You will learn how to import a CSV file that you exported from your bank, or from another app that you were using before

Getting Started: How To Add a New Account

Getting Started: How To Add a New Account

You will learn how to easily create a new account to use in MoneyCoach

Getting Started: How To Add a New Transaction

Getting Started: How To Add a New Transaction

You will learn how you can add a new transaction in the easiest way possible

Getting Started: How To Manage Your Accounts, Categories and Subcategories

Getting Started: How To Manage Your Accounts, Categories and Subcategories

You will learn how to manage your Accounts, Categories and Subcategories.

Getting Started: How To Create a Budget

Getting Started: How To Create a Budget

You will learn how to create a new budget that will help you save more money.

Getting Started: How To Create a Smart Goal

Getting Started: How To Create a Smart Goal

You will learn how to create a new smart goal to motivate you and work to achieve it.

How To Add a New Transfer

How To Add a New Transfer

You will learn how to add a new Transfer.

How To Import Apple Card Statements

How To Import Apple Card Statements

You will learn how to import your Apple Card CSV statement.

How To Add Description, Tags & Payee To Transactions & Transfers

How To Add Description, Tags & Payee To Transactions & Transfers

You will learn how to add details to your transfers and transactions.

Intermediate

Getting Started: How To Activate Individual Sync

Getting Started: How To Activate Individual Sync

You will learn how to sync your data between you iPhone, iPad and Mac.

How To Activate Family Sync

How To Activate Family Sync

You will learn all about family sync or family sharing, how to activate it and more.

How To Show/Hide Accounts

How To Show/Hide Accounts

You will learn how to show or hide accounts on the Overview cards and Reports.

How To Add a Payee or Tag To a Transaction in MoneyCoach Via Context Menus

How To Add a Payee or Tag To a Transaction in MoneyCoach Via Context Menus

You will learn how to add description, payee or tags to a transaction via context menus.

How Do Interactive Widgets Work on iOS 17?

How Do Interactive Widgets Work on iOS 17?

You will learn how to use the new Interactive Widgets in MoneyCoach 9.0

How To Track And Manage Credit Cards

How To Track And Manage Credit Cards

You will learn how to manage all your credit cards.

How To Customize Your Payday In MoneyCoach App

How To Customize Your Payday In MoneyCoach App

You will learn how to customize your payday settings.

How To Use Multi Currency

How To Use Multi Currency

You will learn how to properly use the multi currency feature.

How To Use Quick Entry

How To Use Quick Entry

You will learn how to use quick entry for quick transactions.

How To Add Locations In MoneyCoach

How To Add Locations In MoneyCoach

You will learn how to add locations to your transactions.

How To Track Debts

How To Track Debts

You will learn how to track who owes you money.

How To Add A Repeating Transaction & Transfer

How To Add A Repeating Transaction & Transfer

You will learn how to add a repeating transaction & transfer.

How To Manage Repeating Transactions

How To Manage Repeating Transactions

You will learn how to manage your repeating transactions.

How To Edit a Repeating Transaction Amount

How To Edit a Repeating Transaction Amount

You will learn how to use quick entry for quick transactions.

How To Scan Invoices & Receipts

How To Scan Invoices & Receipts

You will learn how to can scan invoices and attach them to your transactions.

How To Setup A Mortgage Account In MoneyCoach

How To Setup A Mortgage Account In MoneyCoach

You will learn how MoneyCoach can help you manage your mortgage payments.

How To Export Transactions As CSV In MoneyCoach

How To Export Transactions As CSV In MoneyCoach

You will learn how to export your MoneyCoach data as a CSV statement.

How To Export Transactions As PDF In MoneyCoach

How To Export Transactions As PDF In MoneyCoach

You will learn how to export transactions as a PDF in the MoneyCoach app.

Advanced

How To Merge Categories & Subcategories

How To Merge Categories & Subcategories

You will learn how to merge categories & subcategories.

How To Import Apple Pay / Wallet Transactions To MoneyCoach

How To Import Apple Pay / Wallet Transactions To MoneyCoach

You will learn how to import Apple Pay/Wallet transactions to MoneyCoach.

How To Start Fresh With MoneyCoach

How To Start Fresh With MoneyCoach

You will learn how to start fresh with MoneyCoach.

How To Deactivate Live Activities

How To Deactivate Live Activities

You will learn how to deactivate Live Activities.

How To Manually Backup & Restore Your Data

How To Manually Backup & Restore Your Data

You will learn how to manually backup & restore your data.

How To Change The Language

How To Change The Language

You will learn how to change the app language.

How To Customise Your Overview

How To Customise Your Overview

You will learn how to customise your Overview.

Apple Watch Sync Troubleshoot

Apple Watch Sync Troubleshoot

You will learn how to troubleshoot the syncing between iPhone and Apple Watch.

How To Setup Dynamic Shortcuts

How To Setup Dynamic Shortcuts

You will learn how to add a Dynamic Shortcut in MoneyCoach.

How To Navigate Via Keyboard

How To Navigate Via Keyboard

You will learn how to navigate through the app using only the keyboard.

How To Handle Refunds, Cashback & Repayments

How To Handle Refunds, Cashback & Repayments

You will learn how we can handle refunds, cashback and repayments the easy way.

How To Use Quick Notes

How To Use Quick Notes

You will learn how to use Quick Notes in MoneyCoach.

How To Integrate Shortcuts App With MoneyCoach on macOS

How To Integrate Shortcuts App With MoneyCoach on macOS

You will learn how to integrate Shortcuts App with MoneyCoach on macOS.

Understanding The Real Cost of Your Subscriptions

Understanding The Real Cost of Your Subscriptions

You will understand the real cost of your subscriptions.

How To Buy A PS5 Using Budgets & Smart Goals

How To Buy A PS5 Using Budgets & Smart Goals

You will learn how to buy a PS5 with the help of Budgets & Goals.

How To Manage Property Loans

How To Manage Property Loans

You will learn how to manage a property loan or any loan.

Questions and Answers

How To Cancel a Subscription

How To Cancel a Subscription

You will learn how to cancel any ongoing MoneyCoach Premium subscriptions.

iCloud Sync Troubleshooting

iCloud Sync Troubleshooting

You will learn what to do in case the syncing between your devices starts acting out.

'I Cannot Share My Subscription With My Partner. What Do I Do?'

'I Cannot Share My Subscription With My Partner. What Do I Do?'

You will learn how to fix the problem of not being able to share a subscription with your partner.

How To Share Your MoneyCoach Premium Subscription On Your Mac Too

How To Share Your MoneyCoach Premium Subscription On Your Mac Too

You will learn how to share your MoneyCoach Premium subscription across your Apple devices.

Can You Sync MoneyCoach Android and Mac Apps?

Can You Sync MoneyCoach Android and Mac Apps?

The Android app has been deprecated and we are not supporting it anymore.

I Can't Access My MoneyCoach. What Should I Do?

I Can't Access My MoneyCoach. What Should I Do?

You will learn how to manually backup your MoneyCoach data without accessing the app.

How Does The Daily Limit Works?

How Does The Daily Limit Works?

You will learn how the Daily Limit calculation works.

How To Delete Your Data From MoneyCoach

How To Delete Your Data From MoneyCoach

You will learn how to completely delete all your data from MoneyCoach.

Requesting a Refund

Requesting a Refund

You will learn how to request a refund for purchases made on the App Store.