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!

25 articles in this collection
Written by Pawel

Basics

How to create an account?

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

Written by Pawel
Updated over a week ago

Creating an account managed manually

Create an account where you'll be entering transactions manually.

Written by Pawel
Updated over a week ago

How to edit an account?

Editing an account allows you to make changes to the account name, opening balance, connect/disconnect it to Online Banking and more!

Written by Pawel
Updated over a week ago

What account properties can I modify?

Each account has many properties that make it unique.

Written by Pawel
Updated over a week ago

How to delete an account?

If you are sure you'll no longer need this account, you can delete it.

Written by Pawel
Updated over a week ago

How to archive an old, unused account?

If you have an old account, you can archive it instead of deleting. This helps to preserve transactions for future reference!

Written by Pawel
Updated over a week ago

How to reorder accounts or account groups?

Once created, accounts are not set in stone. Order them as you want!

Written by Pawel
Updated over a week ago

Online Banking

Creating an Online Banking account

Online Banking accounts download new transactions from your banks automatically.

Written by Pawel
Updated over a week ago

How much of the older transactions history will MoneyWiz Online Banking download upon connecting the account?

There are some limits on how much data MoneyWiz can download from Online Banking. Learn what they are!

Written by Pawel
Updated over a week ago

I do not see my bank on the list - how can I request new bank to be added?

If you cannot find your bank on the Online Banking list, you can request new bank integration through Salt Edge.

Written by Pawel
Updated over a week ago

How to connect, disconnect or reconnect an account from Online Banking service?

Any account connected to Online Banking can be disconnected at any time and same goes for the opposite case!

Written by Pawel
Updated over a week ago

Do you support my bank? How to check the list of banks that are supported?

MoneyWiz supports thousands of Online Banking institutions. Check if yours is among the list and what to do if it's not!

Written by Pawel
Updated this week

Grouping accounts together

How to create an account group?

Groups allow you to organize accounts - you can create groups based on frequency of use, bank names or any other criteria you want.

Written by Pawel
Updated over a week ago

How to put accounts in groups?

Putting accounts into groups help you to organize them better.

Written by Pawel
Updated over a week ago

How to edit an account group?

Editing a group allows you to make changes to the name, color or currency, as well as edit which accounts are included in the group.

Written by Pawel
Updated over a week ago

How to delete an account group?

Deleting an account group that's no longer needed is safe. Accounts are just moved towards top of the list.

Written by Pawel
Updated over a week ago

How to remove an account from a group?

Removing an account from a group will place it back into the top of the accounts list.

Written by Pawel
Updated over a week ago

How to collapse account groups so that they take less space?

Collapsing an account group makes it take much less space and hides the accounts that are stored inside.

Written by Pawel
Updated over a week ago

Special accounts

How to track loans?

Using MoneyWiz Loans account you can track your mortgages, car loans and any loans that use APR.

Written by Pawel
Updated over a week ago

How to track forex and/or crypto currency investments?

Learn how to track your investments in fiat (USD, EUR, GBP) and crypto currencies (Bitcoin, Doge, Atom and countless more!).

Written by Pawel
Updated over a week ago

How to track traditional investments?

MoneyWiz allows you to track investments in stocks and will automatically update the current market price for you!

Written by Pawel
Updated over a week ago

How to manage small, personal loans to/from others?

MoneyWiz Loans account requires an APR. If your loan doesn't have one, check this alternative solution.

Written by Pawel
Updated over a week ago

How to track assets?

MoneyWiz does not yet support fully-fledged asset accounts but there is a great workaround available!

Written by Pawel
Updated over a week ago

How to manage travel money wallet?

Forex/crypto accounts make for a great multi-currency travel account!

Written by Pawel
Updated over a week ago

Other

(MoneyWiz 3) How to bulk-edit transactions?

Please note that this article is describing older version of MoneyWiz.

Written by Pawel
Updated over a week ago