MoneyWiz

Iliya Yordanov

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

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.

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

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

Restoring from a database backup on Mac (MW3)

Restoring from a database backup on Windows (MW3)

Legacy versions

Download

Privacy Policy

Refunds Policy

Terms of Service

E-Mail Us

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

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

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

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

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.