Guide

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

You will learn how to import a CSV file from your bank or previous app into MoneyCoach.

You will learn how to easily connect your bank account to MoneyCoach.

You will learn how to easily finish linking your online banking account to MoneyCoach.

You will learn how to delete an online banking connection from MoneyCoach.

You will learn how to create a new account in MoneyCoach and choose the right setup path.

Learn how to add a new transaction quickly, and when to use the full New Transaction screen for more control.

You will learn where to manage accounts, categories, and subcategories in MoneyCoach.

You will learn how to create category and classic budgets in MoneyCoach.

Learn how Category Budgets work and how to create one in MoneyCoach.

You will learn how to create a Smart Goal and track saving progress in MoneyCoach.

You will learn how to add a transfer between your MoneyCoach accounts.

You will learn how to easily use the Mark as Transfer feature for online transactions.

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

You will learn how to add description, tags, and payee details to MoneyCoach transactions and transfers.

You will learn how to select a default account in MoneyCoach so you can save time when adding transactions.

You will learn how to activate Individual Sync for your own Apple devices.

You will learn how to activate Family Sync and share one MoneyCoach dataset with another Apple ID.

You will learn how to organise your account list with groups in MoneyCoach.

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

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

You will learn how MoneyCoach interactive widgets help you add transactions from the Home Screen.

You will learn how to change MoneyCoach's main app currency and what it affects.

Add a credit card account, track billing cycles, record payments, and avoid missing due dates.

Learn how to read Category Budget details, yearly history, key metrics, transactions, and budget actions in MoneyCoach.

Learn what budget top-ups are and how to add extra money to a Category Budget for the current month.

Learn how to move planned budget from one Category Budget to another in MoneyCoach.

Learn what Rebalance Budgets does and how to use it to adjust Category Budgets based on current spending.

Set MoneyCoach to calculate your Overview period from your real payday or salary cycle.

Learn what the Future Transactions toggle does, what it affects, and when to turn it on or off.

Learn how to turn on Future Transactions so MoneyCoach can include upcoming transactions in your planning view.

Learn how to keep future-dated transactions visible without letting them affect today's MoneyCoach calculations.

You will learn how to use the MoneyCoach Calendar to review past, current, and future transactions.

Use account-specific currencies, exchange rates, and multi-currency transfers without changing your main MoneyCoach currency.

Learn how to use Quick Entry to capture transactions faster in MoneyCoach.

Switch your Daily Limit between automatic calculation and a custom daily amount.

You will learn how to add locations to your transactions.

You will learn how to track money owed to you or by you with categories and payees in MoneyCoach.

You will learn how to add a repeating transaction or repeating transfer in MoneyCoach.

You will learn how to review, edit, stop, and delete repeating transactions in MoneyCoach.

You will learn how to update the future amount of a repeating transaction in MoneyCoach.

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

Use MoneyCoach to plan your mortgage payment, track repayments, and keep the long-term payoff visible.

Export MoneyCoach transactions, accounts, and report data as CSV files for spreadsheets or record keeping.

Export MoneyCoach transactions, account lists, and report views as PDF files.

Hide transfers from MoneyCoach reports so internal account moves do not distort spending and income totals.

You will understand how to online pending transactions are imported to MoneyCoach and how you can manage them.

You will learn how to edit imported online banking transactions in MoneyCoach.

You will learn how to merge categories & subcategories.

Create a Shortcuts automation that imports eligible Wallet payments into MoneyCoach.

You will learn how to start fresh with MoneyCoach.

You will learn how to turn off MoneyCoach Live Activities from iPhone Settings.

Create a manual MoneyCoach backup, store it safely, and restore it when needed.

You will learn how to change the MoneyCoach app language from system settings.

Choose which cards, accounts, and payday period appear on your MoneyCoach Overview.

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

Learn how to set up Quick Entry Shortcuts so recurring account+category combinations can be logged in seconds.

Use keyboard navigation and shortcuts to move faster through MoneyCoach on iPad and Mac.

Record refunds, cashback, and repayments as negative expenses so your category reports stay accurate.

You will learn how to use Quick Notes in MoneyCoach.

Use the Shortcuts app on macOS to run MoneyCoach actions faster from Siri, the menu bar, or your own workflows.

Use Subscription Insights to see yearly, lifetime, and transaction totals for a recurring payment.

You will learn how to combine Budgets and Smart Goals to save for a specific purchase.

Track a property loan in MoneyCoach with a goal, repayment schedule, reminders, and monthly review.

You will learn how to reset the Individual sync.

You will learn how to reset the Family sync.

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

You will learn what to check when Individual Sync is not updating across your devices.

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

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

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

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

You will learn how MoneyCoach calculates Daily Limit and what affects it.

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

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