Configuration
Make MoneyWiz look and behave exactly the way you want!
16 articles
Written by Iliya Yordanov
Group transactions by status setting explained
Decide whether to group Cleared/Pending/Forecast transactions together or not.Written by Iliya Yordanov. Updated over a week ago
How to modify New Transaction Screen?
The order of fields in transaction entry screen can be modified. Some fields can be hidden too!Written by Iliya Yordanov. Updated over a week ago
How to configure Online Banking automatic transaction categorization?
MoneyWiz will try to categorize your transactions automatically. If you don't like this, it can be easily disabled.Written by Iliya Yordanov. Updated over a week ago
How to protect MoneyWiz database with a PIN password code?
Do you borrow your device to someone often? Protect MoneyWiz with a PIN code so they can't access your finances!Written by Iliya Yordanov. Updated over a week ago
Background sync explained
MoneyWiz Premium customers can benefit from sync happening in the background. Learn more about the process and its limitations!Written by Iliya Yordanov. Updated over a week ago
Update balance on each refresh setting explained
A way to ensure that your Online Banking account always matches the bank balance!Written by Iliya Yordanov. Updated over a week ago
How to change the Online Banking Provider?
Online Banking Provider setting controls which banks you see on the list of banks.Written by Iliya Yordanov. Updated over a week ago
How to enable Dark Mode?
Enabling Dark mode in MoneyWiz will change MoneyWiz color scheme to darker colors.Written by Iliya Yordanov. Updated over a week ago
Show +/- symbols for transactions setting explained
Do you prefer to distinguish transaction types using colors or +/- symbols?Written by Iliya Yordanov. Updated over a week ago
How to enable, disable and manage currencies?
Learn how to change the default list of currencies to leave only the ones you regularly use.Written by Iliya Yordanov. Updated over a week ago
Change MoneyWiz font size
Adjust the font size to make it just the way you want!Written by Iliya Yordanov. Updated over a week ago
Can MoneyWiz show running balance next to each transaction?
Check how to enable running balance. It's very easy!Written by Iliya Yordanov. Updated over a week ago
How to exclude an account from the Net Worth?
By default all accounts are included in Net Worth calculation (sum of all accounts). Learn how to exclude some accounts from that total.Written by Iliya Yordanov. Updated over a week ago
"Combine push notifications for bills" setting explained
If you go to MoneyWiz Settings, you will find a switch "Combine push notifications for bills". If you're wondering what it's for, read on.Written by Iliya Yordanov. Updated over a week ago
Spotlight indexing setting explained
Learn why your accounts, account groups, budgets and budget groups might appear while searching the device.Written by Iliya Yordanov. Updated over a week ago
Vibration feedback setting explained
MoneyWiz can provide vibration feedback during most popular actions. Or you can disable the vibrations.Written by Iliya Yordanov. Updated over a week ago