How To Add a New Transaction

Add Transaction is the full entry flow in MoneyCoach. Use it when you need complete control over the transaction type, account, category, date, and extra details before saving.

TL;DR

• Open Overview and tap the floating + button.
• Enter the amount, then confirm the type, account, category, and date.
• Use the bottom action buttons to add description, location, repeating settings, or an attachment.
• Tap Save.

Video Tutorial

Step-by-step guide

1. Open Overview in MoneyCoach.
2. Tap the floating + button.
3. Enter the amount.
4. Use the segmented control at the top to switch between Expense, Income, and Transfer when needed.
5. Select the Account.
6. Select the Category and Subcategory when needed.
7. Change the Date if you are logging something in the past or scheduling it for later.
8. Tap the Description button if you want to add a note, assign a payee, or attach tags.
9. Tap the Location button if you want to save where the transaction happened.
10. Tap the Repeating button if this should become a recurring transaction.
11. Tap the Attachment button if you want to add a receipt or file.
12. Tap Save.

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Common mistakes

• Leaving the default transaction type as Expense when you actually need Income or Transfer.
• Saving before confirming the correct account.
• Skipping category or subcategory selection for transactions that should be categorized.

Additional notes

• If you add similar transactions often, use Quick Entry for faster capture.
• If you reuse the same transaction pattern often, create Shortcuts to launch a prefilled flow from Overview.