Troubleshooting

If something is not as how it should be, check here!

27 articles in this collection
Written by Iliya Yordanov and Maria Yordanova

MoneyWiz Cloud

Help! I have forgotten my sync (MoneyWiz Cloud by SYNCbits) syncing password!

If you cannot remember your sync password and can't sign in to your sync account, please check what to do next.

Written by Iliya Yordanov
Updated today

MoneyWiz is not syncing data correctly among devices. I see different transactions and accounts!

If you have a problem with syncing data between your devices, check here for tips!

Written by Iliya Yordanov
Updated today

Restoring from a database backup

If you have a database backup you wish to restore, please check this article.

Written by Iliya Yordanov
Updated today

How do I force sync?

If MoneyWiz is not downloading or sending data to/from other devices, try performing a force sync. Please read all instructions carefully!

Written by Iliya Yordanov
Updated today

Online Banking

My bank sync does not work - I cannot connect, refresh or see recent transactions!

Learn what to do if your Online Banking account does not work as expected: you see missing or duplicated transactions, errors, etc.

Written by Iliya Yordanov
Updated today

How to access Online Banking debug information?

In case we need to look into an Online Banking problem for you, we'll need this information.

Written by Iliya Yordanov
Updated today

Using Salt Edge Dashboard to manage your Online Banking connections

Salt Edge Dashboard allows you to manage and review your existing Online Banking connections

Written by Iliya Yordanov
Updated today

How to improve Online Banking automatic transaction categorization?

MoneyWiz does what it can to automatically organize incoming transactions. Learn how you can perform that task even better!

Written by Iliya Yordanov
Updated today

How to fix "You have already used these credentials with this provider" error?

This error appears if something prevented you from successfully establishing an Online Banking connection to this bank last time.

Written by Iliya Yordanov
Updated today

Database and backup

Moving data files between MoneyWiz versions

how to transfer your data files from one MoneyWiz version to another, in case when you want to update/upgrade without a MoneyWiz cloud acc.

Written by Maria Yordanova
Updated today

How to revert (undo) a change made to my data?

Clicked one button too many? Stop what you're doing, quit MoneyWiz and read this!

Written by Iliya Yordanov
Updated today

How to quickly export a database or replace it with another copy?

You can easily make a snapshot of your current database or replace your current database with an older backup.

Written by Iliya Yordanov
Updated today

(iPhone/iPad) How to access MoneyWiz database file?

By accessing MoneyWiz database file you can make a backup, restore from backup or send it to someone. Learn how to do it on iPhone/iPad.

Written by Iliya Yordanov
Updated today

(Mac) How to access MoneyWiz database file?

Learn how to make manual backups of MoneyWiz for Mac database file or share it with someone.

Written by Iliya Yordanov
Updated today

How to completely remove or reinstall MoneyWiz on a device? (i.e. do a clean sync)

Learn how to completely remove MoneyWiz from a device, clearing the database file in the process.

Written by Iliya Yordanov
Updated today

How do I use Apple iCloud/iTunes iOS backup?

Device-wide iCloud/iTunes backup takes care of MoneyWiz data too. Learn how to use it to restore your MoneyWiz database from backup.

Written by Iliya Yordanov
Updated today

How do I extract a macOS Time Machine backup?

Apple's Time Machine feature has saved many critical situations. Learn how to use it to restore MoneyWiz data!

Written by Iliya Yordanov
Updated today

Other

How to obtain debug logs?

Debug logs allow us to see what's happening under MoneyWiz's hood while you perform an operation that fails.

Written by Iliya Yordanov
Updated today

Why I can't create a loan account?

In order to create a loan account, the categories selected for principal and interest have to be different.

Written by Iliya Yordanov
Updated today

The budget does not display my transactions

Learn why some transactions might be missing from your budget and how to fix this.

Written by Iliya Yordanov
Updated today

How to update MoneyWiz after a new version is released?

Make sure you're always running the latest and greatest version of MoneyWiz.

Written by Iliya Yordanov
Updated today

Which version of MoneyWiz do I have?

We release new updates very often so if you have a problem, it helps to check which version you're on!

Written by Iliya Yordanov
Updated today

How do I take a screenshot?

Help us help you by showing us what you see!

Written by Iliya Yordanov
Updated today

Legacy versions

(MoneyWiz 1/MoneyWiz 2/MoneyWiz 3) How to manually access or back up the desktop database?

Please note this article refers to an older version of MoneyWiz.

Written by Iliya Yordanov
Updated today

I'm having trouble and can't install MoneyWiz for Windows

Please note this article refers to an older version of MoneyWiz.

Written by Iliya Yordanov
Updated today

Restoring from a database backup on Mac (MW3)

Please note this article refers to an older version of MoneyWiz.

Written by Iliya Yordanov
Updated today

Restoring from a database backup on Windows (MW3)

Please note this article refers to an older version of MoneyWiz.

Written by Iliya Yordanov
Updated today