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How To Configure Transaction Cells in MoneyCoach

Written by MoneyCoach Team
How To Configure Transaction Cells in MoneyCoach

Open Settings → General → Transaction Cells to change how transaction rows look in MoneyCoach. Under Style, choose Regular or Slim. Use Display plus/minus to show amount signs. Use Color amounts to change amount colors. Under Display, choose which details each row shows.

Step-by-step guide

  1. Open MoneyCoach on your iPhone or iPad.
  2. Open Settings.
  3. Select General.

MoneyCoach General settings with the Transaction Cells entry in the Transactions section.

In General, open Transaction Cells under Transactions.

  1. Select Transaction Cells.
  2. Under Style, choose Regular for a fuller layout or Slim for a compact layout.
  3. Check the Preview at the top of the screen.

Transaction Cells with Regular selected and the Coffee and Cappuccino sample transaction in the preview.

Regular shows a fuller row layout with a larger category icon.

Transaction Cells with Slim selected and the same Coffee and Cappuccino sample in a compact preview.

Slim uses a smaller icon and a more compact row for the same transaction.

  1. To show plus and minus signs, turn on Display plus/minus.
  2. To show amounts in colors for each transaction type, turn on Color amounts.
  3. Under Display, turn Account, Description, Payee, Tags, and Location on or off. These switches apply to Regular and Slim rows.
  4. To color the small icons next to these details, turn on Color display icons.
  5. Go back to save your changes. Then return to your transaction list.
  6. Check the row layout and amounts.

You can also open these options from a transaction list: tap the More button (three dots in a circle), then Configure Cells. Tap Done to save. If you swipe the sheet down, MoneyCoach does not save the changes.

When to use Regular or Slim

For compact rows with the category, subcategory, and amount, choose Slim. MoneyCoach uses Slim until you save a style preference.

For a larger icon and more room, choose Regular. Both styles can show the description, payee, tags, and location under the row.

Additional information

If a detail is missing from your rows, check Display first. A row shows a detail only when the transaction has it. The location shows only when it has a saved address. The account name shows only in the list of all accounts.

These settings change how the rows look. They do not change the details you saved with each transaction. To add information to a transaction, see how to add a description, tags, and a payee.

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