How do I get the running balance column to display?
To show the running balance column on the Cash Flow view, you need to have these three criteria:
- A single account must be selected instead of All
Accounts
- All Transactions must be selected instead of a
specific bucket
- The transaction list must be sorted in date order
If your running balance looks off within a specific date, you can reorder the transactions in MoneyWell. Just make sure that the running balance column is showing and then drag a transaction up or down to move it. This will only work for transactions that have the same date. You'll have to change the date in the Transaction Detail first to move it to a different date.
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Getting Started with MoneyWell
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Tips and Tricks
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Common Questions and Answers
- How do I get my license?
- How are favorites matched using an alias? / Can I automatically assign a bucket during an import or download?
- How do I combine buckets in MoneyWell? / Why can't I delete buckets in MoneyWell?
- Can I use the +/- keys or up/down arrow keys to change the date?
- Where does MoneyWell store my data?
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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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