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How to quickly switch between multiple MoneyWiz Cloud accounts?
How to quickly switch between multiple MoneyWiz Cloud accounts?

If you use more than one sync account, learn how to switch between them without signing out and in all the time.

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

Many customers are using separate sync accounts to separate different sets of data (personal, business, etc). Thanks to quick-switching feature of MoneyWiz, it's now very easy to switch between your syncing accounts.

To use this feature, you need to have access to at least 2 different MoneyWiz Cloud accounts. Read here to learn how to create them (if you are trying to create both on the same device, you'll need to sign out from one after creating it to see "Sign Up" button again).

Adding another SYNCbits account to your database

Let's say that you are already using one sync account on your device (personal) and you wish to add another (business). The steps are as follows:

  1. Go to MoneyWiz Settings > MoneyWiz Cloud section on top.

  2. Tap on Add another SYNCbits account.

You'll be presented with a MoneyWiz Cloud login form. Now you need to enter credentials for the second account. Simply enter the credentials for the second account and sign in. You'll be immediately signed out from the previous account (the data will be hidden but not deleted) and signed into the second account. If you are managing more sync accounts, simply repeat those steps for all of them.

Now we're going to look at how to switch between two sync accounts.

Switching between MoneyWiz Cloud accounts

If you have added and synced into at least two different sync accounts on a given device, you'll be able to switch between them without the need to enter your credentials again. Here's how to do this:

  • click on the round avatar in the top-left corner and select the other account,

  • go to MoneyWiz Settings by clicking on the gear icon in the menu > MoneyWiz Cloud section at the top > Switch accounts and select the other account.

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