MoneyWiz

Iliya Yordanov

Learn how to make use of the data you've entered in MoneyWiz to avoid overspending and increase your savings!

Reports

Reports allow you to gain some insight into how you spend and save your money. Learn what reports MoneyWiz has to offer!

Generating reports

If you generate a report frequently, save it!

How to save a report for later use?

How to export a report to PDF or CSV?

Basics

Make sure that no transactions slipped through tagging!

Listing transactions without a category, payee or tag

See how your money moves among your accounts.

How to show transfers in reports?

Make use of the Summary Breakdown report to gain even more insight from your finances!

Check account balances from a given date

Learn how to use powerful Profit and Loss report to get a birds-eye view of your finances over a longer term.

How to perform a detailed yearly financial analysis?

Learn how to harness the power of "over time"-type reports.

How to review expenses or incomes in a single category over time?

Learn how to use "Forecast" mode in reports to peek into the future!

How to review the forecast for my savings account?

Learn how to use transaction tags to differentiate between transactions in same category that have different context.

How to check how much I have spent on a holiday?

Learn how to compare same data types with comparison report.

How to compare expenses or incomes in two payees?

Examples

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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.

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

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

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

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