How to MoneyWiz for Mac, Windows, iOS & Android?

Tutorials & Guides for MoneyWiz

Manage Accounts & Groups
Introduction When dealing with personal finances, the right place to start is setting up the accounts you are operating with (Cash account, Cr...
Sun, 2 Aug, 2015 at 1:26 PM
Online Accounts
Introduction Online Accounts is a special feature in MoneyWiz which allows you to connect your online banking directly from the app and download the...
Sat, 2 Apr, 2016 at 3:20 PM
Loan Accounts
Introduction Loan accounts in MoneyWiz are a complex and powerful tool to manage your debts. These are suitable for various types of loans, such as:...
Tue, 4 Aug, 2015 at 1:01 PM
Manage Budgets
Introduction One of the main purposes of using a personal finance manager is budgeting and planning. When you plan your spendings, you allocate ce...
Tue, 1 Nov, 2016 at 6:46 PM
Scheduled Transactions
Introduction Scheduled transactions in MoneyWiz are used to represent expenses and incomes which occur on a regular basis or transactions that...
Thu, 30 Jul, 2015 at 12:40 PM
Working with Transactions
Introduction A transaction may represent purchases, incomes and transfers you make. In the real world, transactions represent exactly the same...
Thu, 30 Jul, 2015 at 12:55 PM
Split Transactions
Introduction Not all transactions are simple and straightforward. For example, if you go to the Gas station and you purchase a couple of gallons of ...
Thu, 30 Jul, 2015 at 1:13 PM
Reports
Introduction With MoneyWiz you can generate various reports which help you understand your financial status. Different reports are used to sho...
Thu, 30 Jul, 2015 at 3:34 PM
Manage Currencies
MoneyWiz has support for all world currencies.  By default most currencies are disabled, so that you do not go through a pile of them when registering ...
Fri, 2 Dec, 2016 at 11:20 AM
Backup & Restore
Overview MoneyWiz for mac let you set up automatic backup option for the local database. It could be used along with SYNCbits or without it. In...
Fri, 2 Dec, 2016 at 11:13 AM