All Collections
How to create an account?
How to create an account?

You need to create an account before you can create transactions or import them.

Iliya Yordanov avatar
Written by Iliya Yordanov
Updated over a week ago

This article explains how to create new account in the database.

Invoking the account creation window

There are two ways to start creating a new account:

  1. if you have no accounts in your MoneyWiz database, you'll be greeted with a welcome message, inviting you to "start by creating an account". Clicking on the "New Account" button visible below will allow you to choose the account type,

  2. once you have at least one account, you can click on the + button at the bottom of the accounts list.

You'll then be asked to choose between two account modes:

  • Connect to bank (auto sync) - choose this if you wish to create an Online Banking account,

  • Add manual account - choose this if you want to manage your accounts manually or import transactions in form of CSV, QIF, OFX, QFX or MT940 files.

Click the above links to read more about each account mode.

Did this answer your question?