Tips and tricks

Mastered the basics? Become MoneyWiz pro with those tricks!

19 articles in this collection
Written by Iliya Yordanov

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

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

Written by Iliya Yordanov
Updated over a week ago

How to bring up contextual menu?

Contextual menu is a shortcut to many frequently used actions.

Written by Iliya Yordanov
Updated over a week ago

What do statistics above the list of accounts mean?

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

Written by Iliya Yordanov
Updated over a week ago

Automate transaction management with URL Schemas

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

Written by Iliya Yordanov
Updated over a week ago

Lower your bills with MoneyWiz

With BillShark MoneyWiz can help you save some money from your regular bills!

Written by Iliya Yordanov
Updated over a week ago

Work faster using keyboard shortcuts

⇧⌘↑⎋↑↓⏎

Written by Iliya Yordanov
Updated over a week ago

How to display cleared or pending balance?

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

Written by Iliya Yordanov
Updated over a week ago

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

Learn how to predict the future with a single click.

Written by Iliya Yordanov
Updated over a week ago

How to pick an account icon from your bank?

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

Written by Iliya Yordanov
Updated over a week ago

How to use MoneyWiz widgets?

See generic and detailed information at a glance!

Written by Iliya Yordanov
Updated over a week ago

How to change a category in multiple Online Banking transactions?

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

Written by Iliya Yordanov
Updated over a week ago

How to quickly change transaction categories?

Changing a category is just a swipe away!

Written by Iliya Yordanov
Updated over a week ago

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

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

Written by Iliya Yordanov
Updated over a week ago

How to assign an alias to a holding?

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

Written by Iliya Yordanov
Updated over a week ago

How to make new transactions arrive as pending or cleared?

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

Written by Iliya Yordanov
Updated over a week ago

How to quickly switch between multiple MoneyWiz Cloud accounts?

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

Written by Iliya Yordanov
Updated over a week ago

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

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

Written by Iliya Yordanov
Updated over a week ago

How to manage monthly credit card repayments?

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

Written by Iliya Yordanov
Updated over a week ago

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

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

Written by Iliya Yordanov
Updated over a week ago