Private login
Change the default password before using this outside your laptop.
Top buckets
| Bucket | Source | Spend | Count |
|---|
Upcoming / recurring
| Name | Next date | Amount | Note |
|---|
Data Health
Accounts Found
| Account | Source | Rows | Date Range |
|---|
Account Mapping
| Account | Type | Source | Action |
|---|
Uncategorized Merchants
| Merchant | Rows | Spend |
|---|
Duplicate-looking Transactions
| Date | Merchant | Amount | Count |
|---|
Review Queue
Imported rows stay here until you approve, hide, skip, or reclassify them. This keeps the ledger clean.
Review Queue
Bulk Review
| Transaction | Amount | Quick Action |
|---|
Transactions Workspace
Full-screen ledger review with saved searches, filters, editing, chat, and admin visibility controls.
Advanced filters
| Date | Merchant | Amount | Bucket | Source | Status | Labels & notes | Action |
|---|
Add Transaction
Printable Binder
Money Watch Binder Report
| Date | Merchant / Name | Amount | Bucket | Source | Account | Status | Visibility | Notes |
|---|
Imported Workbook Reports
Rows imported from the current household / CPW / leakage workbook. This section is admin-only.
Money Calendar
Money Calendar
Add Calendar Item
Upload Documents
Upload receipts, PDF statements, Excel workbooks, or bank activity files. Money Watch imports what it can and asks review questions for anything uncertain.
Uploaded Files
| File | Status | Imported | Questions |
|---|
Savings Plan
| Goal | Progress | Plan | Action |
|---|
Add Savings Goal
Money Chat
Leon Pay Stub Center
Pay Stub Ledger
| Date / Period | Gross / Net / YTD | Deductions | Parsed Lines | Notes | Action |
|---|
Add Pay Stub
Child Support / Medical Copays
Child support comes from checked paystub parsed lines. Medical copay records can be entered manually or linked to uploaded receipts, PDFs, emails, images, and communication files.
Child Support From Paystubs
| Pay date | Label | Weekly | YTD | Source |
|---|
Medical Copay / Receipt / Communication Log
| Date / Type | Child / Provider | Amount / Paid To | Evidence / Communication | Notes | Action |
|---|
Add Medical Copay Record
Upload Receipt / Email / Communication
Bankruptcy Center
Bankruptcy Plan
| Case / Trustee | Balances | Payment | Notes | Action |
|---|
Add Bankruptcy Account
Bankruptcy Paycheck Payments
These rows come from checked parsed paystub lines categorized as Bankruptcy.
| Pay date | Label | Weekly | YTD | Source |
|---|
Credit Cards
| Card | Balance | Terms | Notes | Action |
|---|
Add Credit Card
Loans
| Loan | Balance | Payment | Payroll Lines Applied | Notes | Action |
|---|
Add Loan
Business Finance Center
| Item | Type | Amount | Status | Action |
|---|
Add Business Item
Change My Password
Password Rules
- At least 14 characters.
- Include uppercase, lowercase, number, and symbol.
- Do not use names, usernames, or starter/default words.
- Use a different password for Christina and Leon.
Add Rule
Search and Edit Rules
| Rule | Classification | Flags | Action |
|---|
Users
| User | Name | Role | Password |
|---|
Hide Areas From Members
Preview as Leon
| Date | Merchant | Amount | Bucket |
|---|
Server Safety
Automatic Bank Feed Inbox
Files delivered to the protected server inbox are staged here for review. Money Watch never stores or uses your Truist password.
| File | Account | Rows | Status | Processed |
|---|
Import Inbox
Upload bank CSV/QFX/OFX/QBO, Excel workbooks, PDFs, receipt images, and paystubs. Rows stay here until you approve them.
Pending Review Rows
| Row | Transaction | Amount | Current Guess | Actions |
|---|
Saved Import Profiles
| Profile | Defaults | Use |
|---|
Recent Inbox Batches
| File | Rows / Dates | Detected Accounts | Status | Questions | Action |
|---|