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?

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