MoneyWiz 2021 offline guide Last updated: Sep 9, 2021 Contents of this guide are guaranteed to be accurate up to the date above. For a live version of the documentation, please visit https:// help .wiz.money/ If at any time you have a question regarding MoneyWiz, please do not hesitate to contact us via e-mail at [email protected] Please consider the environment before printing this guide on paper. Page 1 out of 171 Table of Contents Chapter 1: Accounts....................................................................................9 Section 1.1: How to create an account?............................................................................9 Section 1.2: Creating an account managed manually.......................................................9 Section 1.3: How to edit an account?..............................................................................10 Section 1.4: What account properties can I modify?.......................................................11 Section 1.5: How to delete an account?..........................................................................12 Section 1.6: How to archive an old, unused account?....................................................13 Section 1.7: How to reorder accounts or account groups?.............................................14 Section 1.8: Creating an Online Banking account...........................................................14 Section 1.9: How much of the older transactions history will MoneyWiz Online Banking download upon connecting the account?........................................................................15 Section 1.10: I do not see my bank on the list – how can I request new bank to be added?.............................................................................................................................17 Section 1.11: How to connect, disconnect or reconnect an account from Online Banking service?............................................................................................................................17 Section 1.12: Do you support my bank? How to check the list of banks that are supported?.......................................................................................................................19 Section 1.13: How to create an account group?.............................................................20 Section 1.14: How to put accounts in groups?................................................................20 Section 1.15: How to edit an account group?..................................................................21 Section 1.16: How to delete an account group?..............................................................21 Section 1.17: How to remove an account from a group?................................................21 Section 1.18: How to collapse account groups so that they take less space?................21 Section 1.19: How to track loans?...................................................................................22 Section 1.20: How to track forex and/or crypto currency investments?..........................25 Section 1.21: How to track traditional investments?........................................................31 Page 2 out of 171 Section 1.22: How to manage small, personal loans to/from others?.............................38 Section 1.23: How to track assets?.................................................................................40 Section 1.24: How to manage travel money wallet?.......................................................42 Chapter 2: Transactions............................................................................46 Section 2.1: How to create transactions?........................................................................46 Section 2.2: How to edit transactions?............................................................................48 Section 2.3: How to duplicate transactions?...................................................................48 Section 2.4: How to delete transactions?........................................................................49 Section 2.5: How to bulk-edit transactions?....................................................................50 Section 2.6: How to filter transactions?...........................................................................51 Section 2.7: How to sort transactions?............................................................................52 Section 2.8: Working with table view...............................................................................53 Section 2.9: How to reconcile transactions?...................................................................54 Section 2.10: Automatically detecting transfers from Online Banking accounts.............55 Section 2.11: How to refund or reimburse transactions?................................................56 Section 2.12: How to create split transactions?..............................................................58 Section 2.13: How to adjust account balance?...............................................................59 Section 2.14: How to create transactions in an Online Banking account?......................60 Section 2.15: How to create transactions with checks?..................................................61 Section 2.16: How to manage transaction categories?...................................................62 Section 2.17: How to manage transaction payees?........................................................64 Section 2.18: How to manage transaction tags?.............................................................66 Chapter 3: Budgets....................................................................................68 Section 3.1: What are budgets? How can I use them?...................................................68 Section 3.2: How to create an expense budget?.............................................................70 Section 3.3: How to create an income budget (a goal)?.................................................72 Section 3.4: How to edit a budget?..................................................................................74 Page 3 out of 171 Section 3.5: How to delete a budget or budget group?...................................................75 Section 3.6: How to reorder budgets or budget groups?................................................75 Section 3.7: Setup simple budgeting system..................................................................76 Section 3.8: Setup envelope budgeting system..............................................................78 Section 3.9: Finding your way around the budget register..............................................82 Section 3.10: How to exclude transactions from a budget?............................................84 Section 3.11: How to transfer money between budgets or envelopes?..........................85 Section 3.12: How to create a budget group?.................................................................86 Section 3.13: How to put budgets in groups?..................................................................86 Section 3.14: How to remove budget from a group?.......................................................87 Section 3.15: How to edit budget groups?......................................................................87 Chapter 4: Scheduled transactions...........................................................88 Section 4.1: What are Scheduled transactions? How can I use them?..........................88 Section 4.2: How to create Scheduled transactions?......................................................88 Section 4.3: How to edit Scheduled transactions?..........................................................90 Section 4.4: How to delete Scheduled transactions?......................................................91 Section 4.5: How to duplicate Scheduled transactions?.................................................91 Section 4.6: Should I create Scheduled transactions if I'm using Online Banking?........92 Section 4.7: How does auto-skip work? What does it do?..............................................93 Section 4.8: How does auto-pay work? What does it do?...............................................94 Chapter 5: MoneyWiz Cloud.......................................................................95 Section 5.1: What is MoneyWiz Cloud? Do I have to use it?..........................................95 Section 5.2: How to create new MoneyWiz Cloud account?...........................................96 Section 5.3: How to sign in to a MoneyWiz Cloud account?...........................................97 Section 5.4: Signing in with Apple ID explained..............................................................98 Section 5.5: How to change MoneyWiz Cloud password?............................................100 Section 5.6: How to grant someone access to your sync account?..............................100 Page 4 out of 171 Section 5.7: How can I revert / downgrade my MoneyWiz Cloud by SYNCbits account to an older version?...........................................................................................................102 Section 5.8: I want to stop using MoneyWiz Cloud or delete my account....................103 Section 5.9: How to sync transaction attachments (images and PDFs)?.....................104 Section 5.10: How to change MoneyWiz Cloud e-mail or login?..................................106 Chapter 6: Reports...................................................................................108