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.

19 articles in this collection
Written by Iliya Yordanov

Basics

How to attach an image or PDF to a transaction?

Written by Iliya Yordanov
Updated over a week ago

How to create transactions?

Learn how to create your first transaction.

Written by Iliya Yordanov
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.

Written by Iliya Yordanov
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.

Written by Iliya Yordanov
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 Iliya Yordanov
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 Iliya Yordanov
Updated over a week ago

How to filter transactions?

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

Written by Iliya Yordanov
Updated over a week ago

How to sort transactions?

Sort the transactions in date descending or ascending, by amount, by payee, etc!

Written by Iliya Yordanov
Updated over a week ago

Working with table view

Row and column-based layout for when things get serious.

Written by Iliya Yordanov
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.

Written by Iliya Yordanov
Updated over a week ago

Automatically detecting transfers from Online Banking accounts

Learn more about MoneyWiz's feature to automatically recognise transfers coming from Online Banking

Written by Iliya Yordanov
Updated over a week ago

How to refund or reimburse transactions?

Got paid back for something? Enter it in MoneyWiz!

Written by Iliya Yordanov
Updated over a week ago

How to create split transactions?

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

Written by Iliya Yordanov
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 Iliya Yordanov
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!

Written by Iliya Yordanov
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!

Written by Iliya Yordanov
Updated over a week ago

How to manage transaction categories?

Learn how to create new categories, as well as edit, delete or merge existing ones.

Written by Iliya Yordanov
Updated over a week ago

Payees

How to manage transaction payees?

Learn how to create new payees, as well as edit, delete or merge existing ones.

Written by Iliya Yordanov
Updated over a week ago

How to manage transaction tags?

Learn how to create new tags, as well as edit, delete or merge existing ones.

Written by Iliya Yordanov
Updated over a week ago