2/24/2023 0 Comments Moneywell paypal![]() Click Save to store your new document.Ī “New Document Setup” panel will appear giving you two options: If you aren’t sure where to put it, your Documents folder is a great spot. You can also pick where to store your document at this point. ![]() Since you’re already here learning how to use MoneyWell, you don’t need to worry about the third choice and the Sample document is mainly for trying MoneyWell before purchasing the full package, so let’s click on Start a New Document.Ī new document window will appear and ask you to give your new MoneyWell document a name to save it. When MoneyWell launches, you’ll see a “Welcome to MoneyWell” window giving you three options: The first thing that you’ll need to do after installing MoneyWell is to set up your document. Lastly, you’ll assign the balances in your accounts to your buckets, so MoneyWell knows how much you have to spend today. After that, you’ll set up your budget to tell MoneyWell about your average spending. By creating a new document, you are setting up your bank accounts and downloading some history into MoneyWell. You’ll notice as we go through the setup process that we are giving MoneyWell this information. How much income you have today to spend.How much money you spend on different categories (expense buckets) each month.The bank accounts where you store your money.To do this, MoneyWell needs to know a few things: The real power of MoneyWell is the way it allows you to manage your spending proactively. ![]() Let’s get started using MoneyWell.īefore we dig into actually setting up MoneyWell, let’s go through the process at a higher level, so you understand why each step matters. Our goal was to reduce the clutter and confusion of most personal finance apps and give you a tool you’ll enjoy using every day. ![]() MoneyWell for Mac is designed to be a full-featured personal finance app that can handle all your banking and budgeting needs. ![]()
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