Troubleshooting

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

26 articles in this collection
Written by Pawel

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 Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

Restoring from a database backup

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

Written by Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

Database and backup

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 Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

(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 Pawel
Updated over a week ago

(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 Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

The budget does not display my transactions

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

Written by Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

How do I take a screenshot?

Help us help you by showing us what you see!

Written by Pawel
Updated over a week ago

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 Pawel
Updated over a week ago

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

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

Written by Pawel
Updated over a week ago

Restoring from a database backup on Mac (MW3)

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

Written by Pawel
Updated over a week ago

Restoring from a database backup on Windows (MW3)

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

Written by Pawel
Updated over a week ago