Transactions

You save the pennies and dollars will grow! Learn how to create and manage transactions, bulk-edit, reconcile and more! This section also describes the purpose of categories, payees and tags.

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Special operations

How to bulk-edit transactions?

With bulk edit, you can modify and delete many transactions at once.
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How to filter transactions?

Learn how to hide some transactions and how this can affect your account balance.
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How to sort transactions?

Sort the transactions in date descending or ascending, by amount, by payee, etc!
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Working with table view

Row and column-based layout for when things get serious.
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How to reconcile transactions?

Reconciling your accounts helps you make sure that you haven't been part of a transaction fraud.
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Automatically detecting transfers from Online Banking accounts

Learn more about MoneyWiz's feature to automatically recognise transfers coming from Online Banking
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How to refund or reimburse transactions?

Got paid back for something? Enter it in MoneyWiz!
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How to create split transactions?

Split transactions allow you to split the amount among different categories and/or accounts.
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How to adjust account balance?

Adjusting account balance will add an expense or an income to your account, depending on what amount you wish to adjust the balance for.
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How to create transactions in an Online Banking account?

Just because Online Banking accounts download transactions automatically, doesn't mean you can't create some transactions manually!
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How to create transactions with checks?

Checkbook transactions are still very popular in many parts of the world. Learn how to create transactions using your checkbook!
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