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FinancialCoach

August 3rd

Hi, So glad you got your Income and Expenses in, but I am not sure what you mean about "how to enter your bills that are paid." Are you using the Basic or Pro? Also did you know you can set up a meeting with a coach to walk you through this process. Login to your MW App look at the left side at the bottom for SUPPORT then select MEETING or go to https://calendly.com/moneywise-coach/30-minute-coaching?month=2022-08
prBlessed

August 4th

Thank you so much for the information, I now know I can set up an appointment with a coach because I’m sure I will have more questions. I’m using the Basic. God Bless You!!!
J
Jim

August 4th

If you added an account, such as bank or credit card, your transactions go there. If the account is "connected" they will (eventually) appear automatically. For a "manual" account, you have to enter each transaction by hitting the + symbol.
prBlessed

August 4th

Thanks! that’s exactly what I am trying to do, entering my actual expenses. So I just hit the + symbol and enter the amount and Since I’m using the manual account, I would need to go to the plan transactions and update with actual numbers right?
J
Jim

August 5th

When you enter transactions, each should be allocated to an envelope. Envelopes can be funded according to your plan, and the funding step can be automatic, too, which is helpful if you get paid on a regular schedule. So the plan is your broad view of intentions, not something you need to change after every transaction. Then the envelope balances are what you have left to spend.
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