Quick Entry is designed for speed. It is ideal when you are adding routine transactions and want MoneyCoach to help you resolve the amount, category, and account from a short line of text.
TL;DR
- Open Quick Entry from the Quick Entry card on Overview.
- Type the amount first, then add context like category or account.
- Pick one of the suggested matches if MoneyCoach has not resolved everything yet.
- Tap Save.
Video Tutorial
Note: This video may not fully reflect the latest version of MoneyCoach.Step-by-step guide
- Open Overview.
- Open the Quick Entry card.
- Type the amount first.
- Keep typing a short description such as the category, subcategory, or account.
- Review the Suggestions, Accounts, or Categories sections if MoneyCoach offers matches.
- Tap a suggestion when you want to lock in the correct account, category, or subcategory.
- Adjust the Date if needed.
- Tap Save.
Best use cases
- Daily commute and transportation costs.
- Coffee, snacks, and other routine spending.
- Fast back-to-back entries when catching up on the day.
Common mistakes
- Opening Quick Entry for transactions that need notes, location, repeating settings, or attachments.
- Typing only the amount and saving before confirming the suggested category when MoneyCoach has not resolved it yet.
Additional notes
- Quick Entry needs an amount and a resolved category before the Save button becomes available.
- If you need notes, payee, tags, location, repeating rules, or attachments, use How To Add a New Transaction.
- If you reuse the same transaction pattern often, set up Shortcuts for even faster entry.
