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.