MoneyWiz

Iliya Yordanov

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.

Transactions

How to attach an image or PDF to a transaction?

Learn how to create your first transaction.

How to create transactions?

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

How to edit transactions?

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

How to duplicate transactions?

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

How to delete transactions?

Basics

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

How to bulk-edit transactions?

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

How to filter transactions?

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

How to sort transactions?

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

Working with table view

Reconciling your accounts helps you make sure that you haven't been part of a transaction fraud.

How to reconcile transactions?

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

Automatically detecting transfers from Online Banking accounts

Got paid back for something? Enter it in MoneyWiz!

How to refund or reimburse transactions?

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

How to create split transactions?

Adjusting account balance will add an expense or an income to your account, depending on what amount you wish to adjust the balance for.

How to adjust account balance?

Just because Online Banking accounts download transactions automatically, doesn't mean you can't create some transactions manually!

How to create transactions in an Online Banking account?

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

How to create transactions with checks?

Special operations

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

How to manage transaction categories?

How to manage transaction payees?

Payees

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

How to manage transaction tags?

Download

Privacy Policy

Refunds Policy

Terms of Service

E-Mail Us

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Transactions

Basics

Special operations

Categories

Payees

Tags