Transaction Types
Transaction types in MoneyWell control the calculations and often the values you are allowed to assign to a transaction.
If your account is not an Investment account, you are given these three types:
- Deposit - This creates a positive amount for the transaction.
- Withdrawal - This create a negative amount for the transaction.
- Check - This is also a negative amount and also adds a check reference field.
If your account is an Investment account, you have the banking types and fourteen others. Many of these allow a security symbol entry:
- Stock Transfer In - Negative amount, increase in stock shares.
- Stock Transfer Out - Positive amount, decrease in stock shares.
- Buy Stock - Negative amount, increase in stock shares.
- Sell Stock - Positive amount, decrease in stock shares.
- Split Stock - Allows split ratio and adjusts stock based on stock quantity
- Reinvest - Negative amount, increase in stock shares.
- Dividend - Positive amount with no stock changes.
- Capital Gain - Positive amount with no stock changes.
- Interest Income - Positive amount with no stock changes.
- Margin Interest - Positive amount with no stock changes.
- Buy Mutual Fund - Negative amount, increase in stock shares.
- Sell Mutual Fund - Positive amount, decrease in stock shares.
- Buy Option - Negative amount, increase in stock shares.
- Sell Option - Positive amount, decrease in stock shares.