Routing # - The routing number for your bank.Memo - You can enter a note for informational purposes.It also drives the currency formatting for the accounts list and reports. Currency - Sets the default register currency for every transaction in that account.This date should be the day before any other transactions in your account. As Of - You can enter the date of the initial bank balance.Pick the balance prior to any transaction activity you will be adding to MoneyWell. Balance - You can enter the initial bank balance.It should be descriptive enough for you to identify the account. Name - This is the name you give to the account.Type - The choices are checking account, savings account, credit card, loan/line of credit, investment account, cash account, and money market account.You can set the following values while manually creating an account:
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Set other account values (see the full list below).Set the Balance and As Of values (see below for details).Click the "Type" pop-up to change the type.Click Continue without enter any username or password.If there are transactions that are not available to be downloaded, MoneyWell will set an initial balance transaction to account for the older transactions. MoneyWell will download any available transactions from your bank. Click Continue to save your account(s) and download recent transactions.When the account list appears, you can optionally click accounts to unselect ones you don't need.
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Enter your username and password (skip this step to add an account manually).To select your financial institution you can scroll through the list or type some part of the name to filter the list to a smaller subset, then follow the steps below. Just leave the "No Financial Institution" choice selected. If you want to download transactions from your bank's website or manually enter them, you don't have to pick a financial institution. If you have Direct Connect Banking enabled for your account, MoneyWell can discover your accounts automatically. When you add an account, you will be shown the New Account Guide. You can add accounts manually or, if you have direct connect service from your bank, you can use that to add the account. You can add a new account by clicking the + at the bottom under the Source list and selecting New Account. Cash accounts let you track your cash purchases in the buckets. You can also create cash accounts, which represent the cash you have on hand rather than a bank account. The exception would be any transactions that you have added to MoneyWell, but which have not yet cleared the bank.
The MoneyWell account transactions and balance should match your bank account. An account in MoneyWell represents an account at your bank.
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