#MONEYWIZ PREMIUM OR MONEYWIZ 2 PLUS#
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.
#MONEYWIZ PREMIUM OR MONEYWIZ 2 DOWNLOAD#
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. MoneyWiz 2 was retired in 2018 but we still provide email support for it.
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