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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.
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Beginner
Getting Started: How To Import CSV Files In MoneyCoach
You will learn how to import a CSV file from your bank or previous app into MoneyCoach.
How To Connect Your Bank Account
You will learn how to easily connect your bank account to MoneyCoach.
How To Finish Linking Your Online Banking Account
You will learn how to easily finish linking your online banking account to MoneyCoach.
How To Delete An Online Banking Connection
You will learn how to delete an online banking connection from MoneyCoach.
How To Add a New Account
You will learn how to create a new account in MoneyCoach and choose the right setup path.
How To Add a New Transaction
Learn how to add a new transaction quickly, and when to use the full New Transaction screen for more control.
How To Manage Your Accounts, Categories and Subcategories
You will learn where to manage accounts, categories, and subcategories in MoneyCoach.
How To Create a Budget
You will learn how to create category and classic budgets in MoneyCoach.
How To Create Category Budgets in MoneyCoach
Learn how Category Budgets work and how to create one in MoneyCoach.
How To Create a Smart Goal
You will learn how to create a Smart Goal and track saving progress in MoneyCoach.
How To Add a New Transfer
You will learn how to add a transfer between your MoneyCoach accounts.
How To Mark Online Transactions as a Transfer
You will learn how to mark matching online banking transactions as an internal transfer between your own accounts, so balances stay correct and reports do not count the movement as spending.
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
You will learn how to add description, tags, and payee details to MoneyCoach transactions and transfers.
How To Select A Default Account In MoneyCoach
You will learn how to select a default account in MoneyCoach so you can save time when adding transactions.
How To Help Improve MoneyCoach Translations
You will learn how to report and submit translation corrections for MoneyCoach with a simple CSV file.
Intermediate
How To Activate Individual Sync
You will learn how to activate Individual Sync for your own Apple devices.
How To Activate Family Sync
You will learn how to activate Family Sync and share one MoneyCoach dataset with another Apple ID.
How To Use Account Grouping
You will learn how to organise your account list with groups in MoneyCoach.
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
You will learn how to add description, payee or tags to a transaction via context menus.
How Do Interactive Widgets Work on iOS 17?
You will learn how MoneyCoach interactive widgets help you add transactions from the Home Screen.
How To Change Main App Currency
You will learn how to change MoneyCoach's main app currency and what it affects.
How To Track And Manage Credit Cards
Add a credit card account, track billing cycles, record payments, and avoid missing due dates.
How To Use Category Budget Details and History in MoneyCoach
Learn how to read Category Budget details, yearly history, key metrics, transactions, and budget actions in MoneyCoach.
How To Top Up a Category Budget in MoneyCoach
Learn what budget top-ups are and how to add extra money to a Category Budget for the current month.
How To Transfer Between Category Budgets in MoneyCoach
Learn how to move planned budget from one Category Budget to another in MoneyCoach.
How To Rebalance Category Budgets in MoneyCoach
Learn what Rebalance Budgets does and how to use it to adjust Category Budgets based on current spending.
How To Customize Your Payday Settings
Set MoneyCoach to calculate your Overview period from your real payday or salary cycle.
Understanding Future Transactions In MoneyCoach
Learn what the Future Transactions toggle does, what it affects, and when to turn it on or off.
How To Enable Future Transactions In MoneyCoach
Learn how to turn on Future Transactions so MoneyCoach can include upcoming transactions in your planning view.
How To Disable Future Transactions
Learn how to keep future-dated transactions visible without letting them affect today's MoneyCoach calculations.
How To Plan Better Using The Calendar
You will learn how to use the MoneyCoach Calendar to review past, current, and future transactions.
How To Use Multi-Currency
Use account-specific currencies, exchange rates, and multi-currency transfers without changing your main MoneyCoach currency.
How To Use Quick Entry
Learn how to use Quick Entry to capture transactions faster in MoneyCoach.
How To Add Transactions With Siri In MoneyCoach
Learn how to use Siri to add a MoneyCoach transaction and what to say when Siri asks for the amount.
How To Customize Your Daily Limit
Switch your Daily Limit between automatic calculation and a custom daily amount.
How To Add Locations In MoneyCoach
You will learn how to add locations to your transactions.
How To Track Debts
You will learn how to track money owed to you or by you with categories and payees in MoneyCoach.
How To Add A Repeating Transaction & Transfer
You will learn how to add a repeating transaction or repeating transfer in MoneyCoach.
How To Manage Repeating Transactions
You will learn how to review, edit, stop, and delete repeating transactions in MoneyCoach.
How To Edit a Repeating Transaction Amount
You will learn how to update the future amount of a repeating transaction in MoneyCoach.
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
Use MoneyCoach to plan your mortgage payment, track repayments, and keep the long-term payoff visible.
How To Export Transactions As CSV In MoneyCoach
Export MoneyCoach transactions, accounts, and report data as CSV files for spreadsheets or record keeping.
How To Export Transactions As PDF In MoneyCoach
Export MoneyCoach transactions, account lists, and report views as PDF files.
How To Exclude Transfers From Reports In MoneyCoach
Hide transfers from MoneyCoach reports so internal account moves do not distort spending and income totals.
Understanding How Online Pending Transactions Work
You will understand how to online pending transactions are imported to MoneyCoach and how you can manage them.
How To Edit Online Banking Transactions In MoneyCoach
You will learn how to edit imported online banking transactions in MoneyCoach.
Advanced
How To Merge Categories & Subcategories
You will learn how to merge categories & subcategories.
How To Import Apple Pay / Wallet Transactions To MoneyCoach
Create a Shortcuts automation that imports eligible Wallet payments into MoneyCoach.
How To Start Fresh With MoneyCoach
You will learn how to start fresh with MoneyCoach.
How To Deactivate Live Activities
You will learn how to turn off MoneyCoach Live Activities from iPhone Settings.
How To Manually Backup & Restore Your Data
Create a manual MoneyCoach backup, store it safely, and restore it when needed.
How To Change The Language
You will learn how to change the MoneyCoach app language from system settings.
How To Customise Your Overview
Choose which cards, accounts, and payday period appear on your MoneyCoach Overview.
Apple Watch Sync Troubleshoot
You will learn how to troubleshoot the syncing between iPhone and Apple Watch.
How To Setup Dynamic Shortcuts
Learn how to set up Quick Entry Shortcuts so recurring account+category combinations can be logged in seconds.
How To Navigate Via Keyboard
Use keyboard navigation and shortcuts to move faster through MoneyCoach on iPad and Mac.
How To Handle Refunds, Cashback & Repayments
Record refunds, cashback, and repayments as negative expenses so your category reports stay accurate.
How To Use Quick Notes
You will learn how to use Quick Notes in MoneyCoach.
How To Integrate Shortcuts App With MoneyCoach on macOS
Use the Shortcuts app on macOS to run MoneyCoach actions faster from Siri, the menu bar, or your own workflows.
Understanding The Real Cost of Your Subscriptions
Use Subscription Insights to see yearly, lifetime, and transaction totals for a recurring payment.
How To Buy A PS5 Using Budgets & Smart Goals
You will learn how to combine Budgets and Smart Goals to save for a specific purchase.
How To Manage Property Loans
Track a property loan in MoneyCoach with a goal, repayment schedule, reminders, and monthly review.
How To Reset The Individual Sync
You will learn how to reset the Individual sync.
How To Reset The Family Sync
You will learn how to reset the Family sync.
Questions and Answers
How To Cancel a Subscription
You will learn how to cancel any ongoing MoneyCoach Premium subscriptions.
Individual Sync Troubleshooting
You will learn what to check when Individual Sync is not updating across your devices.
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
You will learn how to share your MoneyCoach Premium subscription across your Apple devices.
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?
You will learn how to manually backup your MoneyCoach data without accessing the app.
How Does The Daily Limit Works?
You will learn how MoneyCoach calculates Daily Limit and what affects it.
How To Delete Your Data From MoneyCoach
You will learn how to delete your MoneyCoach account and remove your data from iCloud.
Requesting a Refund
You will learn how to request a refund for purchases made on the App Store.
MoneyCoach How To Sign In With Apple
You will learn how to sign in to your MoneyCoach account with Apple and how that differs from iCloud Sync.
How To Change My Account Email In MoneyCoach
You will learn whether you can change the email address connected to your MoneyCoach account.