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.

24 articles in this collection
Written by Pawel

Basics

How to create transactions?

Learn how to create your first transaction.

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Updated over a week ago

How to edit transactions?

Editing transactions is very easy and it allows you to modify all aspects of the transaction.

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Updated over a week ago

How to duplicate transactions?

Learn how to duplicate transactions and why sometimes the transaction date is the same and sometimes it changes.

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Updated over a week ago

How to delete transactions?

If you decide that transaction is no longer needed, you can delete it (changing your account balance in the process).

Written by Pawel
Updated over a week ago

Special operations

How to bulk-edit transactions?

With bulk edit, you can modify and delete many transactions at once.

Written by Pawel
Updated over a week ago

How to filter transactions?

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

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Updated over a week ago

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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Updated over a week ago

How to refund or reimburse transactions?

Got paid back for something? Enter it in MoneyWiz!

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Updated over a week ago

How to create split transactions?

Split transactions allow you to split the amount among different categories and/or accounts.

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Updated over a week ago

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.

Written by Pawel
Updated over a week ago

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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Updated over a week ago

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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Updated over a week ago

What are transaction categories?

Categories help you organize your transactions and generate reports for related transactions.

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Updated over a week ago

How to create new transaction categories?

New categories can be created on the fly, while creating transactions, or via settings.

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Updated over a week ago

How to edit transaction categories?

Editing a category in settings would update it in all transactions it's used in.

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Updated over a week ago

How to delete transaction categories?

Learn how to delete or merge obsolete categories with other ones!

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Updated over a week ago

Payees

What are transaction payees?

Payees help identify the merchant participating in transaction: the shop, your employer, etc.

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Updated over a week ago

How to create new transaction payees?

Most of the time payees are created automatically, as new transactions are created. Learn more about the process here.

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Updated over a week ago

How to edit transaction payees?

Editing payees via settings would automatically update all transactions it's used in.

Written by Pawel
Updated over a week ago

How to delete transaction payees?

You can delete payees from settings and they'll get removed from all transactions.

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Updated over a week ago

What are transaction tags?

Learn what transaction tags are and how to use them as another way of categorizing your transactions.

Written by Pawel
Updated over a week ago

How to create new transaction tags?

Tags are a great way of further organizing your transactions! Learn how to create new ones.

Written by Pawel
Updated over a week ago

How to edit transaction tags?

Editing tags in Settings would automatically update all transactions with that tag.

Written by Pawel
Updated over a week ago

How to delete transaction tags?

Deleting tags will also remove it from any transactions it's used in. Learn more here.

Written by Pawel
Updated over a week ago