FAQ

What's new in MoneyWiz 2?
Complete list of all new features in MoneyWiz 2: Feature: Online Banking integration (Available for: All) Feature: Loan Accounts (Availab...
Tue, 8 Dec, 2015 at 11:44 PM
How to access Online Banking debugging information?
When reporting problems with Online Banking to us, it is a good idea to include debugging information related to your banking connection. This infor...
Tue, 16 May, 2017 at 12:47 PM
I purchased MoneyWiz 1, do I have to pay again for MoneyWiz 2?
MoneyWiz 2 is a paid upgrade. If you want it, then you have to pay.  If you don’t want to take advantage of the new features and design though, you ca...
Sun, 8 Mar, 2015 at 3:28 PM
How do I take a screenshot?
Sometimes we might ask you to document the issue you're facing or supplement the question you're asking with a screenshot. Taking a screenshot is an...
Fri, 17 Mar, 2017 at 3:06 PM
How do I transfer my data from MoneyWiz 1 to MoneyWiz 2?
The safest and fastest way to move from MoneyWiz 1 to MoneyWiz 2 is via SYNCbits. If you already have a SYNCbits account in MoneyWiz 1, just log in wi...
Sun, 8 Mar, 2015 at 3:20 PM
How do I format CSV file before importing?
There is no official format for CSV files so every bank, institution and application makes a decision on how to format their syntax. With MoneyWiz, we have ...
Mon, 27 Jul, 2015 at 9:50 AM
How do local backups work (Mac version)?
When you enable automatic backups, depending on the settings you selected, the app starts making a backup every time you quit the app, or after a certain ti...
Thu, 11 Jun, 2015 at 4:19 PM
How do I reformat my CSV file to remove Transaction code?
We've noticed that small number of banks export transaction amounts like this: Date Description Transaction Amount 24-06-2015 ...
Thu, 25 Jun, 2015 at 12:24 PM
How do I properly uninstall MoneyWiz 1, after upgrading to MoneyWiz 2?
If you upgraded to MoneyWiz 2, the first thing you need to do is to verify that all data has migrated correctly. If it didn't please e-mail us and we...
Fri, 27 Nov, 2015 at 6:22 PM
I forgot my SYNCbits password, and I can't remember my security answers. What should I do?
Please know that the security answers are case sensitive. Knowing they are case sensitive, please try to enter them again. If you still can’t rememb...
Sat, 4 Apr, 2015 at 2:04 PM