Loan Account – a loan account is used to track your progress on paying off a loan with a loan account in MoneyWiz you can keep track on various types of loans including mortgage and other liabilities. Savings Account – this account is primarily used to store money in it, mostly by transferring from other accounts, spendings out of a savings account are rather unusual, but possible. You would normally use such an account to receive a salary, pay various bills or withdraw cash at the ATM.Ĭredit Account – you can use the credit account to handle your credit cards, overdrafts and credit services that you use. For example it’s Current in the UK, Transactional in Australia and Chequing in Canada. For more information refer to the Online Accounts guide.Ĭhecking Account – the Checking account might be called differently depending on where you live in.
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It doesn’t require manual entry or import. Online Account – an online account could be any type of account, the special feature here is that an online account downloads automatically the transactions from your online banking. Mac: use the ⌘ cmd + ⇧ Shift + A shortcutĮach type of account in MoneyWiz has a different purpose and some accounts have unique features that allow you to achieve exactly what you need. Mac: from the menu – File > New > New Account
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Mac and Windows: click the plus button in the bottom left corner and select New Account Mac and Windows: right-click on Accounts section and select New Account IPhone and Android: Tap on the 3-dotted button on the top right corner in the list of accounts, then select New Account IOS and Android: go to Settings > Accounts & Budgets, then select New Account Please, note that this is a paid subscription service.Īfter creating the first account, you can create unlimited number of accounts in MoneyWiz.
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Additionally MoneyWiz provides an option to connect with your online banking and download your transactions automatically. For example it is called Current in the UK, Transactional in Australia, etc. Note that the Checking account might be called differently depending on where you live. MoneyWiz currently supports 5 types of accounts – Checking, Credit, Savings, Loan and Cash. If you are using MoneyWiz for the first time you can either sign in with existing SYNCbits! account or click the New account button right away. Note that if you use an iPad device in portrait you can show and hide this menu by swiping from the left side of the screen.Ĭlick on it and you will see the list of all your accounts if you have any (please notice that this list is scrollable so if you don’t see all of your accounts, just scroll the list). The Accounts section is one of those sections. Once you start MoneyWiz you will see a menu on the left hand side which provides access to all major sections in MoneyWiz. Please, do not hesitate to contact us in case you have any questions. Whenever there are differences between the platforms where MoneyWiz is available, these will be described. The screenshots in this guide are made from an iPad device. Import OFX, QFX, QIF, CSV and MT940 files from banks or other applications This single-page article contains all guides for MoneyWiz 2 combined. MoneyWiz 2 is no longer being updated and may stop working on newer operating systems. Set up all your bills to get reminders and forecasting.MoneyWiz 2 was retired in 2018 but we still provide email support for it. MoneyWiz will make sure that never happens again. * NEVER FORGET A BILL AGAIN : Forgetting to pay a bill can cost you. * GET OUT OF DEBT : We've built MoneyWiz in a way that makes it easy to see the complete picture of your finances, yet be able to narrow down where they can be optimized so you can get out of your debt! * ALL IN ONE PLACE : Have all your finance data in one place, for a unique overview and easy management! MoneyWiz has been featured by Forbes, MacWorld, The Telegraph, The Independent, Mashable, TUAW, Cult of Mac and more. Have all your accounts, budgets and bills in one place! With powerful reports, worldwide online banking and instant sync between all your devices! That's MoneyWiz - the world's most powerful and beautiful finance software. Simplify your financial life with MoneyWiz.
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