Advice and answers from the MoneyWiz Team
Announcements and other information
Check out release notes, latest announcements and more. Looking for a PDF guide? You'll find it here!
Billing and sales
Interested in purchasing a license? Or already have one? Read all about billing-related information.
Accounts
Containers for your transactions. Learn how to create your first online or manually managed account (checking, credit, investment, forex, loan, etc) and how to work with them!
Transactions
You save the pennies and dollars will grow! Learn how to create and manage transactions, bulk-edit, reconcile and more! This section also describes the purpose of categories, payees and tags.
Budgets
Keep your spending (and goals) under control! Learn how to create expense and income budgets and how to work with them.
Scheduled transactions
Create recurring templates that will execute on a given date in the future. Also learn how to work with Scheduled transactions if you're using Online Banking.
MoneyWiz Cloud (by SYNCbits)
Sync your data among your other MoneyWiz devices automatically and seamlessly! Learn more about MoneyWiz Cloud, how to create an account and more.
Reports
Learn how to make use of the data you've entered in MoneyWiz to avoid overspending and increase your savings!
Configuration
Make MoneyWiz look and behave exactly the way you want!
Tips and tricks
Mastered the basics? Become MoneyWiz pro with those tricks!
Troubleshooting
If something is not as how it should be, check here!
Importing
Manually import transactions from other finance applications or your bank.
MoneyWiz vs other apps
Compare MoneyWiz to similar apps and decide on best fit for your needs.