MoneyWiz

Decide whether to group Cleared/Pending/Forecast transactions together or not.

Group transactions by status setting explained

The order of fields in transaction entry screen can be modified. Some fields can be hidden too!

How to modify New Transaction Screen?

MoneyWiz will try to categorize your transactions automatically. If you don't like this, it can be easily disabled.

How to configure Online Banking automatic transaction categorization?

Do you borrow your device to someone often? Protect MoneyWiz with a PIN code so they can't access your finances!

How to protect MoneyWiz database with a PIN password code?

MoneyWiz Premium customers can benefit from sync happening in the background. Learn more about the process and its limitations!

Background sync explained

A way to ensure that your Online Banking account always matches the bank balance!

Update balance on each refresh setting explained

Online Banking Provider setting controls which banks you see on the list of banks.

How to change the Online Banking Provider?

Enabling Dark mode in MoneyWiz will change MoneyWiz color scheme to darker colors.

How to enable Dark Mode?

Do you prefer to distinguish transaction types using colors or +/- symbols?

Show +/- symbols for transactions setting explained

Learn how to change the default list of currencies to leave only the ones you regularly use.

How to enable, disable and manage currencies?

Check how to enable running balance. It's very easy!

Can MoneyWiz show running balance next to each transaction?

By default all accounts are included in Net Worth calculation (sum of all accounts). Learn how to exclude some accounts from that total.

How to exclude an account from the Net Worth?

Learn why your accounts, account groups, budgets and budget groups might appear while searching the device.

Spotlight indexing setting explained

MoneyWiz can provide vibration feedback during most popular actions. Or you can disable the vibrations.

Vibration feedback setting explained

Iliya Yordanov

Make MoneyWiz look and behave exactly the way you want!

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

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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.

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