Even with features like Online Banking and import of OFX, QIF and CSV files the cash we spend everyday is something one need to account for by manually adding transactions. With MoneyWiz we have put a lot of effort to make creating a transaction as brief as possible. There is a great deal of features involved in making transaction entry quick and easy.
Here’s a list of all the features that impact transaction entry:
- Transaction layout
- Pull to save Transaction
- Add Widget to the iOS 8 Notification Center
- Use URL Schemes Shortcut in Safari & Launchers
- Shortcuts on Menu Bar
- Shortcuts on Account List
- Duplicate a transaction from the Transaction List
In this article we will cover all of them. Whatever the method you use to start entering a Transaction if you want to register a Transfer, say an ATM Withdrawal rather than Expense or Income, just tap the Transfer tab in the Transaction form. The next step will be handled by the Transaction Layout and the Auto-completers.
You can adjust how the layout of the Transaction Form from Settings > Transaction Layout. For demonstrating purposes we will use the layout from the video below.
We chose to place the Amount in the first place, so that the numpad automatically shows when you open the form for adding Expense/Income/Transfer.