When you have an account open, a ledger will appear on the screen detailing each transaction and depending on your layout options, a running balance for the account. If you are managing a family account, it can be easily accessed from your PC or your spouse's phone. About and Help: Here you can see the developer credits and access the online help section.īecause MoneyWiz is available for iOS and Android, the SYNCbits feature makes it easy to not just back-up your data but also have is accessible across various platforms.It can be used to back up your data and have it accessible from multiple devices. SYNCbits: SYNCbits is a free service that allows you to store all your data on MoneyWiz servers.This is an add-on component that will cost you $4.99 per month or $49.99 annually. Subscriptions: Here is where you can manage any online access you have to your financial institutions.Such fields include the account, amount, description, payee, category, date and time, etc. Transaction layout: Choose the entry fields you want enabled for your transactions.General: Here you can select a few layout options, your default language and enable PIN protection for the app.Currencies: Choose your default currency.If you prefer, you can also add payees or edit existing through this settings options. Payees: As you create transactions, payees will be added to MoneyWiz's database.Categories: Edit or add expense and income categories.MoneyWiz files can be exported in PDF or CSV formats. MoneyWiz has support to import QIF, QFX, OFX, MT940 and CSV files. Reports: If you need to check up on your financial performance, MoneyWiz has fifteen pre-defined and configurable reports.Īt the very bottom of the navigation bar, you will find options to import or export data, add a new account, budget or group and access MoneyWiz's settings.Scheduled: This is where you set-up any regularly scheduled payments for loans, mortgages, monthly bills, etc.Budgets: Here is where you can set up your financial budgets that can automatically monitor accounts and categories of your choice to help you stay within your budgeted amounts.They can include checking accounts, credit cards, mortgages, loans, savings and more. Accounts: This is a listing of all your financial accounts.Current widgets include statistics, accounts, pending transactions and scheduled transactions. Dashboard: MoneyWiz's Dashboard can be configured with a range of widgets that are dedicated to a specific feature and gives you a quick glance at your financial data.
0 Comments
Leave a Reply. |