Drag to Reorder
MoneyWell has always made good use of drag and drop as a shortcut to create transfers and money flows, but did you know that you can also reorder accounts, buckets and transactions by dragging them?
Accounts and buckets are kept in the order you place them. On the main window, simply drag an account up and down its list until you see a line appear above another account and then release. Buckets work the same way, and you can even select a group of buckets or accounts and move them all at once.
On the Fill Buckets panel, you can create a different custom order for buckets with drag and drop. This will prioritize your fills and won't affect the order on the main list.
Transactions can be ordered within a date to keep them in sync with your bank statements. Simply make sure you have a single account selected, All Transactions in the bucket list and the transactions sorted by date. Then just drag a transaction or a group of them up and down to reorder them. The only restriction is that the date has to be the same for transactions your are sequencing.
Get dragging!
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Getting Started with MoneyWell
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MoneyWell for iPhone
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Tips and Tricks
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Common Questions and Answers
- How do I get my license?
- Will my existing copy of MoneyWell receive updates through the Mac App Store?
- How are favorites matched using an alias? / Can I automatically assign a bucket during an import or download?
- Why does my license for MoneyWell 1.x no longer work with MoneyWell 2?
- How do I combine buckets in MoneyWell? / Why can't I delete buckets in MoneyWell?
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Cash Flow and Bucket Amounts
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Transactions and Account Balances
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Direct Connect Banking
- Which financial institutions support direct connect to MoneyWell?
- Common Direct Connect Error Codes
- Why doesn't MoneyWell support direct connect banking with my bank when online services seem to work?
- Why do I get error 15500 when trying to download transactions?
- Why do I get error 2000 when trying to download transactions?
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MoneyWell 1.7
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MoneyWell 1.6