MoneyWiz

You can create budgets and reports including some tags but not others.

How to use advanced tag conditions to boost your budgeting and reporting?

Contextual menu is a shortcut to many frequently used actions.

How to bring up contextual menu?

Learn what we mean by Net Worth, Liabilities, Cash and Today values.

What do statistics above the list of accounts mean?

URL schemes allow you to create transaction templates that you can later execute with a single click!

Automate transaction management with URL Schemas

Work faster using keyboard shortcuts

You can make MoneyWiz show you balance including or ignoring pending transactions.

How to display cleared or pending balance?

Learn how to predict the future with a single click.

How to display upcoming Scheduled transactions and upcoming bills in the transactions list?

Make your accounts immediately recognisable by selecting the correct category icons!

How to pick an account icon from your bank?

See generic and detailed information at a glance!

How to use MoneyWiz widgets?

If multiple transactions in an Online Banking account have the same payee, you can quickly change a category in all of them.

How to change a category in multiple Online Banking transactions?

Changing a category is just a swipe away!

How to quickly change transaction categories?

Control what information is present at first glance on the transactions list.

How to make transaction category, payee, description or memo appear on the transactions list?

Assigning a holding alias will allow you to link two holdings that appear under different symbols.

How to assign an alias to a holding?

New transactions created manually are cleared by default. If you prefer to clear them manually later, make them pending by default.

How to make new transactions arrive as pending or cleared?

If you use more than one sync account, learn how to switch between them without signing out and in all the time.

How to quickly switch between multiple MoneyWiz Cloud accounts?

Make your sync account more personal by setting your own avatar image.

How to change the avatar image I see when signed in to MoneyWiz Cloud?

MoneyWiz doesn't yet support automatic repayment of due credit card balance but there is a workaround you can use.

How to manage monthly credit card repayments?

MoneyWiz doesn't yet support pay checks consisting of multiple transactions but there is a workaround available.

How to create pay checks including tax, insurance, etc?

Iliya Yordanov

Mastered the basics? Become MoneyWiz pro with those tricks!

Tips and tricks

Download

Privacy Policy

Refunds Policy

Terms of Service

E-Mail Us

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.