MoneyWiz

Iliya Yordanov

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!

Accounts

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

How to create an account?

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

Creating an account managed manually

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

How to edit an account?

Each account has many properties that make it unique.

What account properties can I modify?

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

How to delete an account?

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

How to archive an old, unused account?

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

How to reorder accounts or account groups?

Basics

Online Banking accounts download new transactions from your banks automatically.

Creating an Online Banking account

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

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

Learn what to do if you can't find your bank on the list.

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

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

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

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

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

Online Banking

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

How to create an account group?

Putting accounts into groups help you to organize them better.

How to put accounts in groups?

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.

How to edit an account group?

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

How to delete an account group?

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

How to remove an account from a group?

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

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

Grouping accounts together

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

How to track loans?

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

How to track forex and/or crypto currency investments?

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

How to track traditional investments?

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

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

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

How to track assets?

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

How to manage travel money wallet?

Special accounts

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

(MoneyWiz 3) How to bulk-edit transactions?

Other

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