MoneyWiz

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.

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

Each account has many properties that make it unique.

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

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

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you