Let's learn about transfers, details, and repeating bills
Edition 4 shows you how to move money between accounts, add useful transaction details, and turn regular payments into repeating items.
Transfer Money Across Accounts
If you move your money across your accounts, you also need to track that in MoneyCoach. You can do that very easily with transfers.
Rich Transaction Details
Use the details button in New Transaction or Transfer to add a description, tags, payee, and location so your reports are easier to understand later.
Track Bills & Subscriptions
Set up recurring transactions or transfers from the Repeating Details sheet. It is useful for rent, utilities, subscriptions, savings transfers, and other regular payments.
Manage Your Bills
Sometimes your bills and subscriptions change and MoneyCoach offers an easy way to update and manage them.
Edit a Repeating Amount
When a subscription, bill, or scheduled transfer changes price, update the repeating amount instead of recreating the item.
Disable Future Transactions
Control whether upcoming repeating transactions appear before their scheduled date when you want a cleaner register.
Exclude Transfers From Reports
Fine-tune reports by excluding transfers when they should not be counted as spending or income.
Plan With the Calendar
Use the Calendar to see upcoming transactions and understand how bills affect the days ahead.
Track Debts
Use debt tracking when money owed to or from someone needs to stay visible until it is settled.
Edition 4 complete
You can handle recurring money with more confidence
Transfers, rich transaction details, repeating bills, future transactions, reports, calendar planning, and debts now have a place in your MoneyCoach workflow.