Configuration

Make MoneyWiz look and behave exactly the way you want!

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16 articles in this collection
Written by Iliya Yordanov

Group transactions by status setting explained

Decide whether to group Cleared/Pending/Forecast transactions together or not.
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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!
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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.
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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!
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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!
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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!
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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.
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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.
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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?
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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.
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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!
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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!
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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.
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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.
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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.
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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.
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Written by Iliya Yordanov
Updated over a week ago