MoneyWiz

Iliya Yordanov

Maria Yordanova

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

Troubleshooting

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

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

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

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

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

Restoring from a database backup

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

How do I force sync?

MoneyWiz Cloud

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

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

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

How to access Online Banking debug information?

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

Using Salt Edge Dashboard to manage your Online Banking connections

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

How to improve Online Banking automatic transaction categorization?

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

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

Online Banking

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.

Moving data files between MoneyWiz versions

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

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

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

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

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.

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

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

(Mac) How to access MoneyWiz database file?

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

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

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

How do I use Apple iCloud/iTunes iOS backup?

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

How do I extract a macOS Time Machine backup?

Database and backup

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

How to obtain debug logs?

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

Why I can't create a loan account?

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

The budget does not display my transactions

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

How to update MoneyWiz after a new version is released?

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

Which version of MoneyWiz do I have?

Help us help you by showing us what you see!

How do I take a screenshot?

Other

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

Troubleshooting

MoneyWiz Cloud

Online Banking

Database and backup

Other

Legacy versions