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.