MoneyWiz

You can create budgets and reports including some tags but not others.

How to use advanced tag conditions to boost your budgeting and reporting?

Contextual menu is a shortcut to many frequently used actions.

How to bring up contextual menu?

Learn what we mean by Net Worth, Liabilities, Cash and Today values.

What do statistics above the list of accounts mean?

URL schemes allow you to create transaction templates that you can later execute with a single click!

Automate transaction management with URL Schemas

Work faster using keyboard shortcuts

You can make MoneyWiz show you balance including or ignoring pending transactions.

How to display cleared or pending balance?

Learn how to predict the future with a single click.

How to display upcoming Scheduled transactions and upcoming bills in the transactions list?

Make your accounts immediately recognisable by selecting the correct category icons!

How to pick an account icon from your bank?

See generic and detailed information at a glance!

How to use MoneyWiz widgets?

If multiple transactions in an Online Banking account have the same payee, you can quickly change a category in all of them.

How to change a category in multiple Online Banking transactions?

Changing a category is just a swipe away!

How to quickly change transaction categories?

Control what information is present at first glance on the transactions list.

How to make transaction category, payee, description or memo appear on the transactions list?

Assigning a holding alias will allow you to link two holdings that appear under different symbols.

How to assign an alias to a holding?

New transactions created manually are cleared by default. If you prefer to clear them manually later, make them pending by default.

How to make new transactions arrive as pending or cleared?

Make your sync account more personal by setting your own avatar image.

How to change the avatar image I see when signed in to MoneyWiz Cloud?

MoneyWiz doesn't yet support automatic repayment of due credit card balance but there is a workaround you can use.

How to manage monthly credit card repayments?

MoneyWiz doesn't yet support pay checks consisting of multiple transactions but there is a workaround available.

How to create pay checks including tax, insurance, etc?

Iliya Yordanov

Mastered the basics? Become MoneyWiz pro with those tricks!

Tips and tricks

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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