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Accounts
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!
Iliya Yordanov avatar
By Iliya1 author25 articles

Basics


How to create an account?
Creating an account managed manually
How to edit an account?
What account properties can I modify?
How to delete an account?
How to archive an old, unused account?
How to reorder accounts or account groups?

Online Banking


Creating an Online Banking account
How much of the older transactions history will MoneyWiz Online Banking download upon connecting the account?
I do not see my bank on the list - how can I request new bank to be added?
How to connect, disconnect or reconnect an account from Online Banking service?
Do you support my bank? How to check the list of banks that are supported?

Grouping accounts together


How to create an account group?
How to put accounts in groups?
How to edit an account group?
How to delete an account group?
How to remove an account from a group?
How to collapse account groups so that they take less space?

Special accounts


How to track loans?
How to track forex and/or crypto currency investments?
How to track traditional investments?
How to manage small, personal loans to/from others?
How to track assets?
How to manage travel money wallet?

Other


(MoneyWiz 3) How to bulk-edit transactions?
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